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 |
|---|---|---|---|
| MEBA MEDICAL AND BENEFITS PLAN EIN 13-5590515 RELATED EMP. BEN. PLAN | Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping fees; Direct payment from the plan Service code 15 | — | $1.5M |
| SLEVIN & HART, P.C. EIN 52-1708613 | Legal; Direct payment from the plan Service code 29 | — | $188K |
| MORGAN LEWIS & BOCKIUS LLP EIN 23-0891050 | Legal; Direct payment from the plan Service code 29 | — | $152K |
| BUCHBINDER TUNICK & COMPANY LLP EIN 13-1578842 | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $61K |
| WITHUM SMITH+BROWN, PC EIN 22-2027092 | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $43K |
| BASYS INC EIN 52-1796473 | Other services; Direct payment from the plan Service code 49 | — | $31K |
| CREATIVE FINANCIAL STAFFING LLC EIN 47-1494756 | Direct payment from the plan; Other services Service code 49 | — | $27K |
| M&T BANK EIN 16-0538020 | Trustee (bank, trust company, or similar financial institution); Custodial (securities); Account maintenance fees; Direct payment from the plan; Float revenue Service code 19 | — | $23K |
| NEPC LLC EIN 26-1429809 | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $23K |
| GANTECH INC EIN 52-2179898 | Direct payment from the plan; Other services Service code 49 | — | $21K |
| RISK STRATEGIES COMPANY EIN 16-1689464 | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $11K |
| SEIX INVESTMENT ADVISORS LLC EIN 26-1483110 | Direct payment from the plan; Investment management; Investment management fees paid directly by plan Service code 28 | — | $10K |
| BMO HARRIS BANK NA EIN 36-2085229 | Direct payment from the plan; Trustee (directed); Custodial (securities) Service code 19 | — | $5K |
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 | 1,548 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,548 | 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.