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 |
|---|---|---|---|
| AETNA EIN 06-6033492 NONE | Direct payment from the plan; Contract Administrator; Claims processing Service code 12 | — | $202K |
| PAMELA BROWN EIN 13-6132502 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $161K |
| MORGAN STANLEY SMITH BARNEY LLC EIN 26-4310632 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Other investment fees and expenses; Securities brokerage; Securities brokerage commissions and fees; Other fees; Recordkeeping fees; Other services; Custodial (securities); Direct payment from the plan; Other commissions; Investment advisory (plan) Service code 15 | — | $137K |
| MALONEY ASSOCIATES EIN 11-2219769 NONE | Contract Administrator; Claims processing; Direct payment from the plan Service code 12 | — | $122K |
| LISA ULEANO EIN 13-6132502 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $72K |
| NICOLE DEFELICE EIN 13-6132502 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $71K |
| MILLIMAN, INC EIN 91-0675641 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $65K |
| HAILEY BROWN EIN 13-6132502 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $47K |
| PATRICIA PERROTTA EIN 13-6132502 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $35K |
| TINA MORENO EIN 13-6132502 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $33K |
| MSPC EIN 22-2951202 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $21K |
| L. 363 JAT RE CORP. EIN 13-3765269 AFFILIATED BENEFIT FUND | Other fees; Direct payment from the plan Service code 50 | — | $17K |
| ARCHER BYINGTON GLENNON EIN 26-0873462 NONE | Legal; Direct payment from the plan Service code 29 | — | $7K |
| BERARD & ASSOCIATES EIN 13-3774222 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $7K |
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 | 770 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 238 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,008 | 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.