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 |
|---|---|---|---|
| GROOM LAW GROUP EIN 52-1219029 NONE | Legal; Direct payment from the plan Service code 29 | — | $3.9M |
| AON HEWITT EIN 22-2232264 NONE | Actuarial; Consulting (general); Direct payment from the plan Service code 11 | — | $1.3M |
| VITECH SYSTEMS GROUP, INC. EIN 13-3785492 NONE | Other services; Direct payment from the plan Service code 49 | — | $1.1M |
| MELLON CAPITAL MANAGEMENT EIN 25-6078093 NONE | Other services; Direct payment from the plan Service code 49 | — | $861K |
| CLOUDBERRY CREATIVE, INC. EIN 27-1271032 NONE | Direct payment from the plan; Other services Service code 49 | — | $834K |
| J.P. MORGAN INVESTMENT MANAGEMENT EIN 13-3200244 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $677K |
| GRANTHAM, MAYO, VAN OTTERLOO CO. EIN 42-1669171 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $603K |
| ST. PAUL PLAZA NONE | Direct payment from the plan; Other services Service code 49 | 200 SAINT PAUL STREET SUITE 2121 BALTIMORE, MD 21202 | $563K |
| THE BOSTON CO ASSET MGT EIN 04-3404987 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $509K |
| NEUMEIER POMA INVESTMENT COUNSEL EIN 77-0444891 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $508K |
| ERNST & YOUNG U.S., LLP EIN 34-6565596 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $483K |
| NEPC, LLC EIN 26-1429809 NONE | Investment advisory (plan); Investment management fees paid directly by plan Service code 27 | — | $482K |
| THE GAUDA GROUP EIN 47-1700662 NONE | Direct payment from the plan; Other services Service code 49 | — | $480K |
| WELLINGTON TRUST COMPANY, LLP EIN 04-2755549 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $434K |
| ASIA ALTERNATIVES MANAGEMENT LLC EIN 20-4391329 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $402K |
| SYNAPTITUDE, INC. EIN 81-0623291 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $342K |
| RIGGS, COUNSELMAN,MICHAELS & DOWNES EIN 52-0555835 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $296K |
| LOOMIS SAYLES TRUST COMPANY EIN 20-8080381 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $289K |
| BENEFIT MALL NONE | Other services; Direct payment from the plan Service code 49 | PO BOX 418742 BOSTON, MA 02241 | $288K |
| EMPLOYEE 1028 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $261K |
| REMOTE IT SOLUTIONS EIN 27-3142086 NONE | Other fees; Direct payment from the plan Service code 50 | — | $245K |
| BNY MELLON ASSET SERVICING EIN 13-5160382 NONE | Float revenue; Custodial (securities); Shareholder servicing fees; Direct payment from the plan Service code 19 | — | $230K |
| EARNEST PARTNERS, LLC EIN 58-2386669 NONE | Investment management; Soft dollars commissions; Investment management fees paid directly by plan Service code 28 | — | $203K |
| R2I HOLDINGS EIN 46-1337598 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $200K |
| WESTERN ASSET MGT EIN 95-2705767 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $176K |
| SARAH E. GAUNT EIN 13-6043636 CONTRACTOR | Consulting (general); Direct payment from the plan Service code 16 | — | $176K |
| EMPLOYEE 1013 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $155K |
| AETEA INFORMATION TECHNOLOGY EIN 20-0422623 NONE | Direct payment from the plan; Other services Service code 49 | — | $148K |
| EMPLOYEE 1039 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $146K |
| TRUE TANDEM EIN 26-2458622 NONE | Other services; Direct payment from the plan Service code 49 | — | $145K |
| AXIOM INTERNATIONAL INVESTORS, LLC EIN 13-4021938 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $133K |
| FEDEX NONE | Direct payment from the plan; Other services Service code 49 | P.O. BOX 371461 PITTSBURGH, PA 152507461 | $127K |
| EMPLOYEE 1036 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $127K |
| POINTCLICK TECHNOLOGIES EIN 26-0291557 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $120K |
| ADVANCED BUSINESS SYSTEMS NONE | Other services; Direct payment from the plan Service code 49 | PO BOX 759319 BALTIMORE, MD 21275 | $91K |
| EMPLOYEE 1014 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $90K |
| EMPLOYEE 1018 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $89K |
| EMPLOYEE 1034 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $86K |
| EMPLOYEE 1038 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $74K |
| COMPULINK MANAGEMENT CENTER, INC. EIN 95-3010597 NONE | Direct payment from the plan; Other services Service code 49 | — | $73K |
| EMPLOYEE 1031 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $64K |
| AMERICAN OFFICE EQUIPMENT CO. INC. EIN 52-0555478 NONE | Direct payment from the plan; Other services Service code 49 | — | $59K |
| EMPLOYEE 1015 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $56K |
| BLACKROCK EAFE FUND EIN 94-3112180 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $56K |
| PCA, LLC EIN 26-2502340 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $56K |
| EMPLOYEE 1004 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $56K |
| EMPLOYEE 1012 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $47K |
| EMPLOYEE 1043 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $47K |
| TALEND, INC. EIN 06-1807693 NONE | Other services; Direct payment from the plan Service code 49 | — | $46K |
| MT. ROYAL PRINTING CO., INC. EIN 52-0560596 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $45K |
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 | 2,220 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3,518 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 6,171 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 659 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 12,568 | 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.