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 |
|---|---|---|---|
| REHN & ASSOCIATES, INC. EIN 91-1008626 NONE | Direct payment from the plan; Account maintenance fees; Claims processing; Copying and duplicating; Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant communication; Recordkeeping fees; Accounting (including auditing); Contract Administrator Service code 10 | — | $116K |
| GALLAGHER BENEFIT SERVICES, INC. NONE | Consulting (general); Consulting fees; Direct payment from the plan Service code 16 | 902 WEST 2ND AVE SUITE 400 SPOKANE, WA 99201 | $54K |
| HYAS GROUP, LLC NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | 108 NW 9TH AVENUE, SUITE 203 PORTLAND, OR 97209 | $30K |
| KATTEN MUCHIN ROSENMAN, LLP EIN 36-2796532 NONE | Legal; Direct payment from the plan Service code 29 | — | $18K |
| SCHOEDEL & SCHOEDEL CPAS PLLC EIN 91-0614823 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $16K |
| WASHINGTON TRUST BANK EIN 91-0462347 CORPORATE TRUSTEE | Trustee (bank, trust company, or similar financial institution); Custodial (securities); Direct payment from the plan Service code 19 | P.O. BOX 2127 SPOKANE, WA 97210 | $12K |
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. |
| Total participants (= "Plan participants" tile) | 0 | 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.
Final-filing indicator set. Plan is winding down; don't waste sales effort here.