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 |
|---|---|---|---|
| MEDCO CONTAINMENT LIFE INSURANCE CO EIN 42-1425239 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $390K |
| STATE STREET GLOBAL ADVISORS EIN 04-1867445 NONE | Custodial (securities); Investment management fees paid directly by plan; Soft dollars commissions; Custodial (other than securities) Service code 18 | — | $382K |
| CENTRAL DATA SERVICES, INC EIN 25-1352803 NONE | Direct payment from the plan; Contract Administrator; Plan Administrator Service code 13 | — | $203K |
| MEKETA INVESTMENT GROUP, INC. EIN 04-2659023 NONE | Investment advisory (plan); Direct payment from the plan; Consulting fees Service code 27 | — | $185K |
| JPMORGAN CHASE BANK, NA EIN 13-4994650 NONE | Custodial (securities); Direct payment from the plan; Investment management fees paid directly by plan; Investment management Service code 19 | — | $66K |
| CONDUENT HR CONSULTING, LLC EIN 81-2983623 NONE | Actuarial; Direct payment from the plan; Consulting (general) Service code 11 | — | $61K |
| BOND BEEBE, P.C EIN 52-1044197 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $21K |
| BREDHOFF & KAISER EIN 52-0969534 NONE | Legal; Direct payment from the plan Service code 29 | — | $9K |
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 | 1,046 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4,272 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 5,318 | 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.