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 |
|---|---|---|---|
| BARROW, HANLEY, MEWHINNEY & STRAUSS EIN 04-2645485 NONE | Investment management Service code 28 | — | $112K |
| MEKETA INVESTMENT GROUP, INC. EIN 04-2659023 NONE | Investment advisory (plan); Consulting (general) Service code 16 | — | $75K |
| STATE STREET GLOBAL ADVISORS EIN 81-4017137 NONE | Investment management; Custodial (securities) Service code 19 | — | $46K |
| PAYDEN AND RYGEL EIN 95-3921788 NONE | Investment management Service code 28 | — | $21K |
| BANK OF NEW YORK MELLON EIN 13-5160382 NONE | Custodial (securities); Direct payment from the plan; Float revenue; Other services Service code 19 | — | $15K |
| CALIBRE CPA GROUP PLLC EIN 47-0900880 NONE | Accounting (including auditing) Service code 10 | — | $12K |
| INCOME RESEARCH & MANAGEMENT EIN 04-2955404 NONE | Investment management Service code 28 | — | $9K |
| NOKIA INV MGT CORP EIN 22-3646524 AFFILIATE | Other fees Service code 99 | — | $9K |
| SLEVIN & HART EIN 52-1708613 NONE | Legal Service code 29 | — | $8K |
| UNION INSURANCE GROUP EIN 36-4226088 NONE | Insurance agents and brokers; Other insurance fees and expenses Service code 22 | — | $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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 30,146 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 6,021 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 36,167 | 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.