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 | — | $3.6M |
| AON EIN 22-2232264 NONE | Consulting (general); Direct payment from the plan; Actuarial Service code 11 | — | $1.1M |
| NEPC, LLC EIN 26-1429809 NONE | Investment advisory (plan); Investment management fees paid directly by plan Service code 27 | — | $1.1M |
| ARTISAN PARTNERS EIN 30-0551775 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $908K |
| VITECH SYSTEMS GROUP, INC. EIN 13-3785492 NONE | Direct payment from the plan; Other services Service code 49 | — | $769K |
| GRANTHAM, MAYO, VAN OTTERLOO CO. EIN 42-1669171 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $736K |
| J.P. MORGAN INVESTMENT MANAGEMENT EIN 13-3200244 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $725K |
| MELLON CAPITAL MANAGEMENT EIN 25-6078093 NONE | Investment management; Direct payment from the plan Service code 28 | — | $720K |
| MONDRIAN INVESTMENT GROUP, INC. EIN 56-2475915 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $687K |
| ERNST & YOUNG U.S., LLP EIN 34-6565596 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $629K |
| NEUMEIER POMA INVESTMENT COUNSEL EIN 77-0444891 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $560K |
| AXIOM INTERNATIONAL INVESTORS, LLC EIN 64-0963574 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $498K |
| RDA CORPORATION EIN 51-0307421 NONE | Other services; Direct payment from the plan Service code 49 | — | $455K |
| CLOUDBERRY CREATIVE, INC. EIN 27-1271032 NONE | Participant communication; Direct payment from the plan; Consulting fees Service code 38 | — | $408K |
| ST. PAUL PLAZA NONE | Direct payment from the plan; Other services Service code 49 | 200 SAINT PAUL STREET SUITE 2121 BALTIMORE, MD 21202 | $363K |
| ZUCKERMAN SPAEDER, LLP EIN 52-1112263 NONE | Other services; Direct payment from the plan Service code 49 | — | $360K |
| EMPLOYEE 1028 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $354K |
| LOOMIS SAYLES TRUST COMPANY EIN 20-8080381 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $349K |
| RIGGS COUNSELMAN MICHAELS & DOWNES EIN 52-0555835 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $347K |
| THE BANK OF NEW YORK MELLON EIN 13-5160382 NONE | Direct payment from the plan; Float revenue; Shareholder servicing fees; Custodial (securities) Service code 19 | — | $316K |
| BENEFIT MALL NONE | Direct payment from the plan; Other services Service code 49 | PO BOX 418742 BOSTON, MA 02241 | $298K |
| WESTERN ASSET EIN 95-2705767 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $258K |
| WELLINGTON TRUST EIN 04-2755549 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $239K |
| EMPLOYEE 1039 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $182K |
| STATE STREET GLOBAL ADVISORS EIN 81-4017137 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $176K |
| FEDEX NONE | Direct payment from the plan; Other services Service code 49 | P.O. BOX 371461 PITTSBURGH, PA 152507461 | $165K |
| REMOTE IT SOLUTIONS EIN 27-3142086 NONE | Other fees; Direct payment from the plan Service code 50 | — | $159K |
| POINTCLICK TECHNOLOGIES EIN 26-0291557 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $156K |
| EMPLOYEE 1036 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $155K |
| MTS HEALTH INVESTORS IV MANAGEMENT EIN 81-2484925 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $126K |
| EMPLOYEE 1018 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $118K |
| EMPLOYEE 1014 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $104K |
| BLACKROCK EAFE FUND EIN 94-3112180 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $100K |
| SARAH E. GAUNT CONTRACTOR | Consulting (general); Direct payment from the plan Service code 16 | 3191 CLEAR BROOKS DRIVE SIGNAL MOUNTAIN, TN 37377 | $100K |
| EMPLOYEE 1034 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $96K |
| TEMPO HOLDING COMPANY, LLC EIN 82-1061233 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general) Service code 15 | — | $92K |
| EMPLOYEE 1038 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $83K |
| ADVANCE BUSINESS SYSTEMS NONE | Direct payment from the plan; Other services Service code 49 | PO BOX 759319 BALTIMORE, MD 21275 | $73K |
| EMPLOYEE 1045 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $70K |
| RR DONNELLEY RECEIVABLES, INC. EIN 52-2125127 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $67K |
| PORTFOLIO EVALUATIONS, INC. EIN 22-3189064 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $63K |
| EMPLOYEE 1015 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $61K |
| EMPLOYEE 1004 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $61K |
| COMPULINK MANAGEMENT CENTER, INC. EIN 95-3010597 NONE | Other services; Direct payment from the plan Service code 49 | — | $58K |
| R2I HOLDINGS EIN 46-1337598 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $56K |
| CALFIDUCIARY SERVICES, INC. EIN 47-5477044 NONE | Other services; Direct payment from the plan Service code 49 | — | $55K |
| EMPLOYEE 1012 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $53K |
| EMPLOYEE 1051 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $52K |
| EMPLOYEE 1049 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $52K |
| EMPLOYEE 1043 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $52K |
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 | 2,264 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3,508 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 6,639 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 718 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 13,129 | 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.