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 | — | $5.0M |
| NEPC, LLC EIN 26-1429809 NONE | Investment advisory (plan); Investment management fees paid directly by plan Service code 27 | — | $1.5M |
| AON CONSULTING, INC. EIN 22-2232264 NONE | Actuarial; Consulting (general); Direct payment from the plan Service code 11 | — | $1.3M |
| NEUMEIER POMA INVESTMENT COUNSEL EIN 77-0444891 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $950K |
| VITECH SYSTEMS SUB, LLC EIN 13-3785492 NONE | Direct payment from the plan; Other services Service code 49 | — | $804K |
| SILCHESTER INTERNATIONAL INVESTORS EIN 45-3056700 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $742K |
| J.P. MORGAN INVESTMENT MANAGEMENT EIN 13-3200244 NONE | Investment management; Investment management fees paid directly by plan; Investment advisory (plan) Service code 27 | — | $700K |
| RIGGS COUNSELMAN MICHAELS & DOWNES EIN 52-0555835 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $634K |
| CAREFIRST BLUECROSS BLUESHIELD NONE | Other services; Direct payment from the plan Service code 49 | 10455 MILL RUN CIRCLE OWINGS MILLS, MD 211175559 | $561K |
| RDA COMPANY, LLC EIN 51-0307421 NONE | Direct payment from the plan; Other services Service code 49 | — | $535K |
| EMPLOYEE 1028 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $430K |
| CLOUDBERRY CREATIVE, INC. EIN 27-1271032 NONE | Participant communication; Consulting fees; Direct payment from the plan Service code 38 | — | $423K |
| 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 | — | $415K |
| EARNEST PARTNERS, LLC EIN 58-2386669 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $390K |
| SEA N BLUE, LLC EIN 61-1964975 NONE | Other services; Direct payment from the plan Service code 49 | — | $322K |
| WESTERN ASSET MANAGEMENT COMPANY EIN 95-2705767 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $318K |
| LINEA SOLUTIONS, INC. EIN 95-4723968 NONE | Direct payment from the plan; Other services Service code 49 | — | $269K |
| EMPLOYEE 3274 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $225K |
| EMPLOYEE 1036 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $221K |
| EMPLOYEE 1042 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $216K |
| DATA PROCESSING SOLUTIONS, INC. EIN 52-0941428 NONE | Other services; Direct payment from the plan Service code 49 | — | $189K |
| EMPLOYEE 1018 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $178K |
| POINTCLICK TECHNOLOGIES, LLC EIN 26-0291557 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $178K |
| PARAMETRIC PORTFOLIO ASSOC., LLC EIN 20-0292745 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $177K |
| EMPLOYEE 1014 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $164K |
| EMPLOYEE 3392 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $142K |
| EMPLOYEE 3395 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $139K |
| NEXUS CAPITAL MANAGEMENT, L.P. EIN 46-3177475 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $134K |
| LOOMIS SAYLES TRUST COMPANY EIN 20-8080381 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $129K |
| KAIROS CONSULTING SERVICES EIN 87-2998623 NONE | Direct payment from the plan; Other services Service code 49 | — | $127K |
| EMPLOYEE 1034 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $127K |
| STATE STREET GLOBAL ADVISORS TRUST EIN 81-4017137 NONE | Custodial (securities); Custodial (other than securities); Investment management fees paid directly by plan; Investment management Service code 18 | — | $125K |
| EMPLOYEE 1045 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $114K |
| EMPLOYEE 1010 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $111K |
| FIDELIS SECURITY, LLC EIN 93-2608555 NONE | Other services; Direct payment from the plan Service code 49 | — | $111K |
| RAPID7, LLC EIN 74-3111935 NONE | Direct payment from the plan; Other services Service code 49 | — | $109K |
| EMPLOYEE 1038 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $106K |
| METIS GLOBAL PARTNERS, LLC EIN 46-2658771 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $95K |
| EMPLOYEE 1051 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $87K |
| EMPLOYEE 1015 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $86K |
| 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 | — | $85K |
| BLACKROCK INSTITUTIONAL TRUST COMP. EIN 94-3112180 NONE | Trustee (bank, trust company, or similar financial institution); Investment management; Investment management fees paid directly by plan; Trustee (discretionary); Direct payment from the plan Service code 21 | — | $79K |
| EMPLOYEE 1025 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $79K |
| EMPLOYEE 1057 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $76K |
| EMPLOYEE 1049 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $75K |
| EMPLOYEE 1047 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $75K |
| OPERATIONS INC., LLC EIN 06-1616383 NONE | Other services; Direct payment from the plan Service code 49 | — | $73K |
| EMPLOYEE 3037 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $73K |
| FEDEX NONE | Direct payment from the plan; Other services Service code 49 | P.O. BOX 371461 PITTSBURGH, PA 152507461 | $69K |
| EMPLOYEE 1059 EIN 13-6043636 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $69K |
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 | 2,463 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4,164 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 7,687 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 1,032 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 15,346 | 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.