No insurance carriers on this filing. Self-funded welfare plans typically pay TPAs and PBMs through Schedule C, not Schedule A.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| MAGNACARE ADMINISTRATIVE SERVICES EIN 11-3410766 NONE | Claims processing Service code 12 | — | $1.4M |
| JRN CONSULTING, LLC EIN 22-3691482 NONE | Claims processing Service code 12 | — | $421K |
| LORRAINE BUONACORE EIN 13-5608135 ADMINISTRATOR FOR EBP | Employee (plan) Service code 30 | — | $255K |
| SEGAL COMPANY (EASTERN STATES), INC EIN 13-1835864 PROVIDES SRVS FOR REL EBP | Actuarial Service code 11 | — | $167K |
| WANDA LOZANO EIN 13-5608135 RELATED EMPLOYEE BEN PLAN | Employee (plan) Service code 30 | — | $139K |
| PRINCIPAL ENHANCED PROPERTY FUND LP EIN 20-0928198 PROVIDES SRVS FOR REL EBP | Custodial (securities); Investment management Service code 19 | — | $137K |
| D.D. SERVICES, INC EIN 11-2705347 NONE | Claims processing Service code 12 | — | $130K |
| LINDA ALVAREZ EIN 13-5608135 NONE | Employee (plan) Service code 30 | — | $128K |
| VICKY TYCZYNSKI EIN 13-5608135 NONE | Employee (plan) Service code 30 | — | $108K |
| LOOMIS SAYLES TRUST COMPANY EIN 20-8080381 PRO SRVS FOR RELATED EBP | Investment management; Custodial (securities) Service code 19 | — | $98K |
| FENIMORE ASSET MANAGEMENT, INC. EIN 14-1564237 PROVIDES SRVS FOR REL EBP | Investment management Service code 28 | — | $96K |
| MURAT BADIOGLU EIN 13-5608135 RELATED EMPLOYEE BEN PLAN | Employee (plan) Service code 30 | — | $88K |
| FRANCESCO LICARI EIN 13-5608135 RELATED EMPLOYEE BEN PLAN | Employee (plan) Service code 30 | — | $86K |
| LOURDES BERREZUETA EIN 13-5608135 NONE | Employee (plan) Service code 30 | — | $78K |
| PROSKAUER ROSE LLP EIN 13-1840454 PROVIDES SRVS FOR REL EBP | Legal Service code 29 | — | $78K |
| ROSANNA FURIO EIN 13-5608135 RELATED EMPLOYEE BEN PLAN | Employee (plan) Service code 30 | — | $77K |
| MILAGROS ACOSTA EIN 13-5608135 NONE | Employee (plan) Service code 30 | — | $73K |
| WEAVER AND TIDWELL LLP EIN 75-0786316 PRO SRVS FOR REL ORG & EB | Accounting (including auditing) Service code 10 | — | $71K |
| EUFEMIO RODRIGUEZ EIN 13-5608135 RELATED EMPLOYEE BEN PLAN | Employee (plan) Service code 30 | — | $70K |
| MARK TORRES EIN 13-5624913 PRO SRVS FOR REL ORG & EB | Employee (plan) Service code 30 | — | $68K |
| MATTHEW SCHER EIN 13-5624913 NONE | Employee (plan) Service code 30 | — | $68K |
| STACEY BRAUN ASSOCIATES, INC. EIN 13-2889432 PRO SRVS FOR REL ORG & EB | Investment management Service code 28 | — | $67K |
| STEPHEN GARRIQUES EIN 13-5608135 PRO SRVS FOR REL ORG & EB | Employee (plan) Service code 30 | — | $67K |
| WILLIAM ALEXANDER EIN 13-5608135 RELATED EMPLOYEE BEN PLAN | Employee (plan) Service code 30 | — | $58K |
| TIMOTHY MCGLYN EIN 13-5608135 NONE | Employee (plan) Service code 30 | — | $57K |
| KATTIA SANTANA EIN 13-5608135 PRO SRVS FOR REL ORG & EB | Employee (plan) Service code 30 | — | $51K |
| COLUMBIA MANAGEMENT INVESTMENT ADVI EIN 41-1533211 PROVIDES SVRS FOR EBP | Investment management Service code 28 | — | $45K |
| REYNOLDS CONSULTING SERVICES, LLC EIN 20-1899564 PROVIDES SRVS FOR REL EBP | Investment advisory (plan) Service code 27 | — | $45K |
| BARNES, IACCARRINO & SHEPHERD LLP EIN 26-3858697 PRO SRVS REL EBP | Legal Service code 29 | — | $41K |
| ALAINA JEWELS EIN 13-5608135 PRO SRVS FOR REL ORG & EB | Employee (plan) Service code 30 | — | $38K |
| GREGORY HOLLOMAN EIN 13-5624913 PRO SRVS FOR REL ORG & EB | Employee (plan) Service code 30 | — | $30K |
| REBECCA BROWN EIN 13-5608135 PRO SRVS FOR REL ORG & EB | Employee (plan) Service code 30 | — | $29K |
| ULLICO INVESTMENT ADVISORS INC EIN 52-6435649 PRO SRVS FOR REL ORG & EB | Investment management fees paid directly by plan; Custodial (securities) Service code 19 | — | $27K |
| LERNER CUMBO & ASSOCIATES EIN 47-3140924 NONE | Other services Service code 49 | — | $18K |
| ROY BARNES, ESQ EIN 47-3073857 PROVIDES SRVS FOR REL EBP | Trustee (individual) Service code 20 | — | $15K |
| ROCIO GARCIA EIN 13-5608135 NONE | Employee (plan) Service code 30 | — | $15K |
| COUNSEL ADVISORS INC EIN 93-2423182 PRO SRVS FOR RELATED EBP | Trustee (individual) Service code 20 | — | $15K |
| EXPRESS SCRIPTS, INC. EIN 43-1420563 NONE | Claims processing Service code 12 | — | $13K |
| AMALGAMATED BANK EIN 13-3566126 PROVIDES SVRS FOR EBP | Custodial (securities); Investment management fees paid directly by plan Service code 19 | — | $8K |
| LITTLER MENDELSON PLLC EIN 94-2602731 PROVIDES SRVS FOR REL EBP | Trustee (individual) Service code 20 | — | $8K |
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 2,870 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 173 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 3,043 | Active + retired/separated + beneficiaries. No dependents. |
No Schedule A insurance contracts on this filing — typical of fully self-funded plans, where the only headcount is the Form 5500 number above.
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
Self-funded plan with no stop-loss carrier attached. Catastrophic-risk exposure; stop-loss specialist sales target.