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 |
|---|---|---|---|
| LORD, ABBETT & CO. LLC EIN 13-5620131 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $181K |
| CINDY HOFFMAN EIN 21-0699966 EMPLOYEE | Employee (plan); Recordkeeping fees Service code 30 | — | $128K |
| BLACKSTONE ALTERNATIVE ASSET MGT LP EIN 13-3702086 NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $90K |
| JOHN SHALOO EIN 21-0699966 EMPLOYEE | Recordkeeping fees; Employee (plan) Service code 30 | — | $89K |
| THE MCKEOGH COMPANY EIN 23-3003375 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $68K |
| JENNINGS SIGMOND, PC EIN 23-2025670 NONE | Legal; Direct payment from the plan Service code 29 | — | $45K |
| JACKIE SWANSON EIN 21-0699966 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $40K |
| PATRICIA DUBOSQUE EIN 21-0699966 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $36K |
| NOVAK FRANCELLA LLC EIN 61-1436956 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $36K |
| GAMCO ASSET MANAGEMENT EIN 13-4044521 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $28K |
| PNC ADVISORS EIN 23-0434340 NONE | Investment management fees paid directly by plan; Custodial (securities); Custodial (other than securities) Service code 18 | — | $10K |
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 | 699 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 630 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 152 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 270 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 1,751 | 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."
No prospect flags tripped on this filing.