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, CHARTERED EIN 52-1219029 NONE | Legal; Direct payment from the plan Service code 29 | — | $6.7M |
| GEORGIAN PARTNERS NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $1.9M |
| AON EIN 22-2232264 NONE | Direct payment from the plan; Actuarial; Consulting (general) Service code 11 | — | $1.5M |
| NEPC, LLC EIN 26-1429809 NONE | Investment advisory (plan); Investment management fees paid directly by plan Service code 27 | — | $1.4M |
| NEUMEIER POMA INVESTMENT COUNSEL EIN 77-0444891 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $1.1M |
| SILCHESTER INTERNATIONAL INVESTORS EIN 45-3056700 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $819K |
| VITECH SYSTEMS SUB, LLC EIN 13-3785492 NONE | Other services; Direct payment from the plan Service code 49 | — | $816K |
| J.P. MORGAN INVESTMENT MANAGEMENT EIN 13-3200244 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $782K |
| BLACKROCK INSTITUTIONAL TRUST COMP. EIN 94-3112180 NONE | Investment management fees paid directly by plan; Trustee (discretionary); Investment management; Trustee (bank, trust company, or similar financial institution); Direct payment from the plan Service code 21 | — | $724K |
| ARTISAN PARTNERS, L.P. EIN 30-0551775 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $588K |
| THE BANK OF NEW YORK MELLON EIN 13-5160382 NONE | Custodial (securities); Float revenue; Shareholder servicing fees; Direct payment from the plan Service code 19 | — | $471K |
| LOOMIS SAYLES TRUST COMPANY EIN 20-8080381 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $459K |
| CAREFIRST BLUECROSS BLUESHIELD NONE | Direct payment from the plan; Other services Service code 49 | 10455 MILL RUN CIRCLE OWINGS MILLS, MD 211175559 | $444K |
| RIGGS COUNSELMAN MICHAELS & DOWNES EIN 52-0555835 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $430K |
| RDA COMPANY, LLC EIN 51-0307421 NONE | Other services; Direct payment from the plan Service code 49 | — | $417K |
| WESTERN ASSET MANAGEMENT COMPANY EIN 95-2705767 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $371K |
| EMPLOYEE 1028 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $364K |
| ERNST AND YOUNG, LLP EIN 13-3364256 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $346K |
| EARNEST PARTNERS, LLC EIN 58-2386669 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $338K |
| UNICORN PARTNERS FUND III, L.P. EIN 98-1487008 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $324K |
| CLOUDBERRY CREATIVE, INC. EIN 27-1271032 NONE | Participant communication; Direct payment from the plan; Consulting fees Service code 38 | — | $322K |
| MONDRIAN INVESTMENT GROUP, INC. EIN 56-2475915 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $316K |
| SEA N BLUE, LLC EIN 61-1964975 NONE | Other services; Direct payment from the plan Service code 49 | — | $295K |
| AXIOM INVESTORS, LLC EIN 64-0963574 NONE | Investment management fees paid directly by plan; Soft dollars commissions; Investment management Service code 28 | — | $293K |
| REMOTE IT SOLUTIONS EIN 27-3142086 NONE | Direct payment from the plan; Other services Service code 49 | — | $289K |
| EMPLOYEE 1042 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $199K |
| POINTCLICK TECHNOLOGIES, LLC EIN 26-0291557 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $199K |
| PARAMETRIC PORTFOLIO ASSOC., LLC EIN 20-0292745 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $196K |
| STATE STREET GLOBAL ADVISORS TRUST EIN 81-4017137 NONE | Custodial (other than securities); Investment management; Investment management fees paid directly by plan; Custodial (securities) Service code 18 | — | $185K |
| EMPLOYEE 1036 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $184K |
| RR DONNELLEY RECEIVABLES, INC. EIN 52-2125127 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $156K |
| EMPLOYEE 1018 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $146K |
| EMPLOYEE 3080 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $137K |
| NEXUS CAPITAL MANAGEMENT, L.P. EIN 46-3177475 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $133K |
| RHUMBLINE ADVISERS EIN 04-3118582 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $118K |
| EMPLOYEE 1014 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $115K |
| EMPLOYEE 1034 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $110K |
| ALIGHT HOLDING COMPANY, LLC EIN 82-1061233 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $107K |
| EMPLOYEE 1045 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $99K |
| EMPLOYEE 1038 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $97K |
| FIDELIS CYBERSECURITY, INC. EIN 32-0013542 NONE | Other services; Direct payment from the plan Service code 49 | — | $97K |
| EMPLOYEE 1010 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $83K |
| EMPLOYEE 1051 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $78K |
| EMPLOYEE 1015 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $74K |
| TEG SOLUTIONS, LLC EIN 22-3722981 NONE | Direct payment from the plan; Other services Service code 49 | — | $70K |
| EMPLOYEE 1057 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $70K |
| EMPLOYEE 1054 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $68K |
| EMPLOYEE 1049 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $67K |
| EVERGREEN CONTRACT RESOURCES, LLC EIN 81-3219477 NONE | Direct payment from the plan; Other services Service code 49 | — | $67K |
| EMPLOYEE 1047 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $67K |
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 | 2,587 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4,092 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 7,345 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 939 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 14,963 | 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.