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 |
|---|---|---|---|
| SEGAL COMPANY EIN 13-1835864 NONE | Actuarial Service code 11 | — | $193K |
| J. MCCARTHY EIN 16-1120588 NONE | Accounting (including auditing) Service code 10 | — | $75K |
| S. DUKES EIN 16-0821557 EMPLOYEE | Contract Administrator Service code 13 | — | $71K |
| D. LEWIS EIN 16-0821557 EMPLOYEE | Trustee (discretionary) Service code 24 | — | $57K |
| BLITMAN & KING EIN 16-1047304 NONE | Insurance agents and brokers Service code 22 | — | $56K |
| JBM CONSULTING EIN 16-1173118 NONE | Consulting (general) Service code 16 | — | $36K |
| MANNING & NAPIER EIN 16-0995736 NONE | Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $33K |
| P. CALACI EIN 16-0821557 EMPLOYEE | Trustee (discretionary) Service code 24 | — | $29K |
| J. VIBBER EIN 16-0821557 EMPLOYEE | Trustee (discretionary) Service code 24 | — | $27K |
| EFPR GROUP CPAS PLLC EIN 47-4526160 NONE | Accounting (including auditing) Service code 10 | — | $24K |
| A. FERRER EIN 16-0821557 EMPLOYEE | Trustee (discretionary) Service code 24 | — | $23K |
| M. COPELAND EIN 16-0821557 EMPLOYEE | Trustee (discretionary) Service code 24 | — | $23K |
| B. JOHNSON EIN 16-0821557 EMPLOYEE | Trustee (discretionary) Service code 24 | — | $22K |
| M. WHITE EIN 16-0821557 EMPLOYEE | Trustee (discretionary) Service code 24 | — | $20K |
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 | 602 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 602 | 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.