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 |
|---|---|---|---|
| SHASTA ADMINISTRATIVE SERVICES EIN 93-1313790 SUBSIDIARY | Contract Administrator Service code 13 | PO BOX 1747 REDMOND, OR 97756 | $690K |
| RSM US LLP EIN 42-0714325 N/A | Accounting (including auditing) Service code 10 | 5155 PAYSPHERE CIRCLE CHICAGO, IL 60674 | $10K |
| OPTUMRX/CATAMARAN/RESTAT LLC EIN 38-3693753 N/A | Contract Administrator Service code 13 | 11900 W LAKE PARK DR. MILWAUKEE, WI 53224 | $9K |
| ALLEGIANCE BENEFIT PLAN MANAGEMENT EIN 81-0400550 N/A | Contract Administrator Service code 13 | PO BOX 3018 MISSOULA, MT 59806 | $8K |
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 | 1,360 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,360 | 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.