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 |
|---|---|---|---|
| TRONCONI SEGARRA & ASSOCIATES LLP EIN 04-3728817 NONE | Accounting (including auditing) Service code 10 | 8321 MAIN STREET WILLIAMSVILLE, NY 14221 | $20K |
| PDC NO. 4 HEALTH & WELFARE FUND EIN 16-6070541 AFFILIATED PLAN | Other services Service code 49 | 585 AERO DRIVE CHEEKTOWAGA, NY 14225 | $20K |
| CHARLES SCHWAB & CO., INC. NONE | Custodial (securities) Service code 19 | P.O. BOX 628290 ORLANDO, FL 32862 | $6K |
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 | 144 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 144 | 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.