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 |
|---|---|---|---|
| RWDSU/UFCW LOCAL 338 EIN 13-1215100 AFFILIATED LABOR UNION | Direct payment from the plan; Other fees Service code 50 | — | $383K |
| LOCAL 338 HEALTH & WELFARE FUND EIN 13-2980858 AFFILIATED BENEFIT FUND | Other fees; Direct payment from the plan Service code 50 | — | $229K |
| DDS SERVICES, INC. EIN 11-2705347 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $197K |
| FUSCO, BRANSTEIN & RADA EIN 13-2956911 NONE | Legal; Direct payment from the plan Service code 29 | — | $96K |
| HEALTH ADVOCATE INC EIN 23-3080019 NONE | Direct payment from the plan; Other services Service code 49 | — | $55K |
| HEALTH PLAN SYSTEMS EIN 01-0587640 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $42K |
| NOVAK FRANCELLA, LLC EIN 61-1436956 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $38K |
| OLUWA DAMISI AKINKOUWO EIN 13-6313146 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $33K |
| CAPITAL ASSET ADVISORS EIN 16-1218195 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $24K |
| TOCQUEVILLE ASSET MANAGEMENT EIN 13-3547557 NONE | Investment management; Investment management fees paid directly by plan; Soft dollars commissions Service code 28 | — | $21K |
| PERFECT PRINTING SOLUTIONS, INC. EIN 46-1378840 NONE | Direct payment from the plan; Other services Service code 49 | — | $19K |
| ALVIN BLYER, ESQ. NONE | Direct payment from the plan; Other services Service code 49 | 233 KANE STREET BROOKLYN, NY 11231 | $8K |
| SUMMIT ACTUARIAL SERVICES, LLC EIN 20-3838633 NONE | Consulting (general); Direct payment from the plan; Actuarial Service code 11 | — | $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 | 6,488 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 84 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 6,572 | 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.