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 Service code 12 | — | $198K |
| RSDA-LOCAL 108 EIN 22-1171648 UNION | Claims processing Service code 12 | — | $101K |
| ALICARE EIN 13-3432867 NONE | Accounting (including auditing) Service code 10 | — | $54K |
| OXFELD COHEN PC EIN 01-0725849 NONE | Legal; Direct payment from the plan Service code 29 | — | $52K |
| MAGNA CARE EIN 11-3410766 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $52K |
| SCHWAB EIN 94-1737782 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $29K |
| CEP CONSULTANTS INC. EIN 11-2676651 NONE | Consulting (pension); Direct payment from the plan Service code 17 | — | $27K |
| MD SASS ASSOCIATES, INC. EIN 13-2704843 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $18K |
| DDS INC. EIN 11-2705347 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $14K |
| PRAGER METIS CPAS, LLC EIN 06-1667465 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $11K |
| WELLS FARGO EIN 20-8582560 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $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 | 423 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 423 | 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.