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 |
|---|---|---|---|
| STATE STREET GLOBAL ADVISORS EIN 04-1867445 NONE | Custodial (other than securities); Investment management fees paid directly by plan; Custodial (securities); Soft dollars commissions Service code 18 | — | $683K |
| MEDCO CONTAINMENT LIFE INSURANCE CO EIN 42-1425239 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $231K |
| MEKETA INVESTMENT GROUP, INC. EIN 04-2659023 NONE | Direct payment from the plan; Investment advisory (plan); Consulting fees Service code 27 | — | $185K |
| CENTRAL DATA SERVICES, INC EIN 25-1352803 NONE | Direct payment from the plan; Plan Administrator; Contract Administrator Service code 13 | — | $183K |
| BUCK GLOBAL, LLC EIN 13-3954297 NONE | Actuarial; Consulting (general); Direct payment from the plan Service code 11 | — | $70K |
| PNC BANK EIN 22-1146430 NONE | Trustee (bank, trust company, or similar financial institution); Investment management; Investment management fees paid directly by plan; Direct payment from the plan; Custodial (securities) Service code 19 | — | $59K |
| WITHUMSMITH+BROWN, PC EIN 22-2027092 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $27K |
| BREDHOFF & KAISER EIN 52-0969534 NONE | Legal; Direct payment from the plan Service code 29 | — | $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 | 1,047 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,767 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 3,814 | 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.