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 |
|---|---|---|---|
| L. 363 JAT R.E. CORP. EIN 13-3765269 AFFILIATED ORGANIZATION | Direct payment from the plan; Other fees Service code 50 | — | $329K |
| WILLIAM EDWARDS EIN 13-6132505 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $147K |
| CLINTON BROWN EIN 13-6132502 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $122K |
| WENDY WESTFALL EIN 13-6132505 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $36K |
| MORGAN STANLEY EIN 26-4310632 NONE | Investment advisory (plan); Direct payment from the plan; Other commissions; Securities brokerage; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other fees; Recordkeeping fees; Other services; Custodial (securities); Other investment fees and expenses; Securities brokerage commissions and fees Service code 15 | — | $20K |
| MSPC EIN 22-2951202 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $18K |
| BERNARD & ASSOCIATES EIN 13-3774222 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $6K |
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 | 822 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 822 | 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."
No prospect flags tripped on this filing.