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 |
|---|---|---|---|
| COBBLESTONE CAPITAL EIN 16-1276367 NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $183K |
| T. EDWARDS EIN 16-0864443 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $170K |
| P. MANGIONE EIN 16-0864443 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $155K |
| D. EVERY EIN 16-0864443 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $153K |
| T. CHAUDARI EIN 16-0864443 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $150K |
| D. KEATON EIN 16-0864443 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $114K |
| MANNING & NAPIER EIN 16-0995736 NONE | Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $95K |
| M. SIDEBOTHAM EIN 16-0864443 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $86K |
| S. COSTANZA EIN 16-0864443 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $66K |
| R. DONOVAN EIN 16-0864443 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $61K |
| J. LABRAKE EIN 16-0864443 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $52K |
| C. SILVERNAIL EIN 16-0864443 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $52K |
| V. DAYMON EIN 16-0864443 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $48K |
| LAWLEY ANDOLINA VERDI, LLC NONE | Direct payment from the plan; Insurance services Service code 23 | 30 N UNION ST 202 ROCHESTER, NY 14607 | $47K |
| J. MONTOIS EIN 16-0864443 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $47K |
| S. LOGEL EIN 16-0864443 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $47K |
| P. ZIMMERMAN EIN 16-0864443 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $47K |
| C. WOOD EIN 16-0864443 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $47K |
| R. CUCCHIARA EIN 16-0864443 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $47K |
| S. JONES EIN 16-0864443 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $46K |
| A. MAILLOUX EIN 16-0864443 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $46K |
| C. FOX EIN 16-0864443 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $46K |
| T. MILLER EIN 16-0864443 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $46K |
| S. HAHN EIN 16-0864443 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $38K |
| TREVETT CRISTO SALZER & ANDOLINA P. EIN 16-1278314 ATTORNEY | Direct payment from the plan; Legal Service code 29 | — | $37K |
| H. DEROSE EIN 16-0864443 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $37K |
| D. NOLL EIN 16-0864443 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $37K |
| M. MANNILLO EIN 16-0864443 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $36K |
| C. CUCCHIARA EIN 16-0864443 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $35K |
| S. DWYER EIN 16-0864443 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $35K |
| BONADIO & CO., LLP EIN 16-1131146 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $34K |
| M&T BANK EIN 16-0538020 NONE | Custodial (securities); Investment management fees paid indirectly by plan Service code 19 | — | $32K |
| S. VANAUKER EIN 16-0864443 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $31K |
| L. VONBARGEN EIN 16-0864443 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $30K |
| G. BONADONNA SR. EIN 16-0864443 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $29K |
| J. NICHOLAS EIN 16-0864443 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $29K |
| A. BUCKINGHAM EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $28K |
| THE WATERFORD GROUP EIN 80-0675279 NONE | Other investment fees and expenses; Direct payment from the plan Service code 50 | — | $26K |
| THE SEGAL COMPANY EIN 13-1835864 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $23K |
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 | 2,468 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 5,464 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 93 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 8,025 | 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.