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 |
|---|---|---|---|
| T. EDWARDS EIN 16-0864443 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $218K |
| P. MANGIONE EIN 16-0864443 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $201K |
| COBBLESTONE CAPITAL ADVISORS EIN 16-1276367 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $177K |
| MANNING & NAPIER EIN 16-0995736 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $165K |
| M. SIDEBOTHAM EIN 16-0864443 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $117K |
| D. EVERY EIN 16-0864443 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $98K |
| D. KEATON EIN 16-0864443 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $89K |
| T. RODRIGUEZ EIN 16-0864443 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $84K |
| R. LOVULLO EIN 16-0864443 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $83K |
| R. PERRY EIN 16-0864443 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $82K |
| ANDCO CONSULTING, LLC NONE | Investment management fees paid directly by plan; Investment management Service code 28 | 4901 VINELAND ROAD, SUITE 600 ORLANDO, FL 32811 | $75K |
| N. MILLARD EIN 16-0864443 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $65K |
| A. MAILLOUX EIN 16-0864443 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $62K |
| A. BUCKINGHAM EIN 16-0864443 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $62K |
| RX TRANSPORTATION SERVICES LLC NONE | Direct payment from the plan; Other services Service code 49 | 362 GILMORE ROAD BROCKPORT, NY 14420 | $61K |
| T. MILLER EIN 16-0864443 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $61K |
| M. CROCE EIN 16-0864443 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $61K |
| D. NOLL EIN 16-0864443 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $60K |
| C. FOX EIN 16-0864443 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $58K |
| M. ROBINSON EIN 16-0864443 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $51K |
| G. BONADONNA SR. EIN 16-0864443 CONSULTANT | Direct payment from the plan; Employee (plan) Service code 30 | — | $51K |
| S. HOYT EIN 16-0864443 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $51K |
| THE SEGAL GROUP INC EIN 13-1835864 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $47K |
| S. DWYER EIN 16-0864443 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $47K |
| M. PANEWICZ EIN 16-0864443 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $46K |
| FOXPOINTE SOLUTIONS NONE | Direct payment from the plan; Other services Service code 49 | 171 SULLYS TRAIL PITTSFORD, NY 14534 | $40K |
| WILMINGTON TRUST EIN 16-0538020 NONE | Custodial (securities); Investment management fees paid directly by plan Service code 19 | — | $39K |
| THE WATERFORD GROUP EIN 80-0675279 NONE | Direct payment from the plan; Other investment fees and expenses Service code 50 | — | $38K |
| BONADIO & CO., LLP EIN 16-1131146 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $38K |
| J. NICHOLAS EIN 16-0864443 CONSULTANT | Direct payment from the plan; Employee (plan) Service code 30 | — | $35K |
| L. VONBARGEN EIN 16-0864443 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $29K |
| BLITMAN & KING LLP EIN 16-1013090 NONE | Direct payment from the plan; Legal Service code 29 | — | $27K |
| J. LABRAKE EIN 16-0864443 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $14K |
| PRINCIPAL FINANCIAL GROUP NONE | Other investment fees and expenses; Direct payment from the plan Service code 50 | 120 CORPORATE WOODS, SUITE 200 ROCHESTER, NY 14623 | $13K |
| J. DEARMAN EIN 16-0864443 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $13K |
| E. TRIBOTTE EIN 16-0864443 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $12K |
| JEWISH FAMILY SERVICES EIN 94-1156528 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $10K |
| J. PELC EIN 16-0864443 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $8K |
| L. SPIEDEL EIN 16-0864443 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $6K |
| C. MANNILLO EIN 16-0864443 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $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 | 628 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4,889 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 76 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 5,593 | 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.