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 |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD EIN 22-0999690 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $237K |
| RSDA-LOCAL 108 EIN 22-1171648 UNION | Direct payment from the plan; Claims processing; Plan Administrator Service code 12 | — | $118K |
| ALICARE EIN 13-3432867 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $55K |
| SCHWAB EIN 94-1737782 NONE | Investment management; Direct payment from the plan Service code 28 | — | $27K |
| MAGNA CARE EIN 11-3410766 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $27K |
| DDS, INC. EIN 11-2705347 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $25K |
| PRAGER METIS CPAS, LLC EIN 06-1667465 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $21K |
| MD SASS ASSOCIATES, INC. EIN 13-2704843 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $17K |
| CEP CONSULTANTS INC. EIN 11-2676651 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $12K |
| WELLS FARGO EIN 94-1347393 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $7K |
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 | 515 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 515 | 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.