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 | — | $4.2M |
| NEPC, LLC EIN 26-1429809 NONE | Investment advisory (plan); Investment management fees paid directly by plan Service code 27 | — | $1.2M |
| AON EIN 22-2232264 NONE | Actuarial; Consulting (general); Direct payment from the plan Service code 11 | — | $944K |
| ARTISAN PARTNERS, L.P. EIN 30-0551775 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $902K |
| VITECH SYSTEMS GROUP, INC. EIN 13-3785492 NONE | Direct payment from the plan; Other services Service code 49 | — | $832K |
| J.P. MORGAN INVESTMENT MANAGEMENT EIN 13-3200244 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $756K |
| MTS HEALTH INVESTORS IV MANAGEMENT EIN 81-2484925 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $686K |
| MELLON CAPITAL MANAGEMENT EIN 25-6078093 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $655K |
| GRANTHAM, MAYO, VAN OTTERLOO & CO. EIN 04-2691242 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $638K |
| AXIOM INTERNATIONAL INVESTORS, LLC EIN 64-0963574 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $632K |
| MONDRIAN INVESTMENT GROUP, INC. EIN 56-2475915 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $625K |
| NEUMEIER POMA INVESTMENT COUNSEL EIN 77-0444891 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $588K |
| ST. PAUL PLAZA OFFICE TOWER, LLC EIN 52-1369487 NONE | Direct payment from the plan; Other services Service code 49 | — | $460K |
| BENEFITMALL EIN 52-1691146 NONE | Other services; Direct payment from the plan Service code 49 | — | $414K |
| 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 | — | $402K |
| EMPLOYEE 1028 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $356K |
| RIGGS COUNSELMAN MICHAELS & DOWNES EIN 52-0555835 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $341K |
| RDA CORPORATION EIN 51-0307421 NONE | Direct payment from the plan; Other services Service code 49 | — | $307K |
| PILLSBURY & COLEMAN, LLP EIN 94-3161487 NONE | Other services; Direct payment from the plan Service code 49 | — | $295K |
| LOOMIS SAYLES TRUST COMPANY EIN 20-8080381 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $283K |
| CLOUDBERRY CREATIVE, INC. EIN 27-1271032 NONE | Consulting fees; Participant communication; Direct payment from the plan Service code 38 | — | $248K |
| WESTERN ASSET MANAGEMENT COMPANY EIN 95-2705767 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $248K |
| ERNST & YOUNG U.S., LLP EIN 34-6565596 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $232K |
| FEDEX NONE | Other services; Direct payment from the plan Service code 49 | P.O. BOX 371461 PITTSBURGH, PA 152507461 | $192K |
| BLACKROCK INSTITUTIONAL TRUST COMP. EIN 94-3112180 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $189K |
| EMPLOYEE 1042 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $180K |
| POINTCLICK TECHNOLOGIES, LLC EIN 26-0291557 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $175K |
| REMOTE IT SOLUTIONS EIN 27-3142086 NONE | Other services; Direct payment from the plan Service code 49 | — | $170K |
| EMPLOYEE 1036 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $166K |
| STATE STREET GLOBAL ADVISORS EIN 81-4017137 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $145K |
| RR DONNELLEY RECEIVABLES, INC. EIN 52-2125127 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $135K |
| EMPLOYEE 1018 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $125K |
| TEMPO HOLDING COMPANY, LLC EIN 82-1061233 NONE | Consulting (general); Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $120K |
| EARNEST PARTNERS, LLC EIN 58-2386669 NONE | Investment management fees paid directly by plan; Investment management; Soft dollars commissions Service code 28 | — | $119K |
| EMPLOYEE 1014 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $105K |
| EMPLOYEE 1034 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $99K |
| SARAH E. GAUNT CONTRACTOR | Consulting (general); Direct payment from the plan Service code 16 | 3191 CLEAR BROOKS DRIVE SIGNAL MOUNTAIN, TN 37377 | $98K |
| EMPLOYEE 1038 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $86K |
| EMPLOYEE 1045 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $75K |
| ADVANCE BUSINESS SYSTEMS EIN 52-0802773 NONE | Other services; Direct payment from the plan Service code 49 | — | $74K |
| EMPLOYEE 1051 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $69K |
| EMPLOYEE 1004 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $69K |
| EMPLOYEE 1057 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $61K |
| EMPLOYEE 1059 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $61K |
| EMPLOYEE 1015 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $58K |
| RHUMBLINE ADVISERS EIN 04-3118582 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $57K |
| EMPLOYEE 1049 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $56K |
| EMPLOYEE 1047 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $55K |
| EMPLOYEE 1025 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $53K |
| EMPLOYEE 1054 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $53K |
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 | 2,247 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3,607 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 6,790 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 774 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 13,418 | 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.