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 |
|---|---|---|---|
| HORIZON BLUE CROSS NONE | Consulting (general); Claims processing Service code 12 | P.O. BOX 15306 NEWARK, NJ 071055306 | $797K |
| FABIAN AND BYRN, LLC EIN 25-1914887 NONE | Claims processing; Plan Administrator Service code 12 | — | $678K |
| GLOBAL PHARMACEUTICAL BENEFITS, LLC EIN 27-3340151 NONE | Claims processing Service code 12 | 222 LAFAYETTE STREET NEWARK, NJ 07105 | $518K |
| PREMIER HEALTHCARE EXCHANGE EIN 86-1040704 NONE | Claims processing Service code 12 | 2 CROSSROADS DRIVE BEDMINSTER, NJ 07921 | $424K |
| RAMIREZ ASSET MANAGEMENT NONE | Investment management Service code 28 | 61 BROADWAY NEW YORK, NY 10006 | $118K |
| MORGAN STANLEY SMITH BARNEY LLC EIN 26-4310632 NONE | Securities brokerage; Investment advisory (plan); Other commissions; Other services; Other fees; Other investment fees and expenses; Direct payment from the plan Service code 27 | — | $84K |
| INTERVENTION STRATEGIES NONE | Consulting (general) Service code 16 | 267 NE 6TH AVE. DELRAY BEACH, FL 33483 | $68K |
| MSPC EIN 22-2951202 NONE | Accounting (including auditing) Service code 10 | 340 NORTH AVENUE CRANFORD, NJ 07066 | $60K |
| ZAZZALI FAGELLA NONE | Legal Service code 29 | ONE RIVERFRONT PLAZA, SUITE 320 NEWARK, NJ 07101 | $41K |
| SUMMIT ACTUARIAL SERVICES EIN 77-0645890 NONE | Actuarial Service code 11 | — | $41K |
| BLACKROCK NONE | Investment management Service code 28 | 525 WASHINGTON BOULEVARD JERSEY CITY, NJ 07310 | $37K |
| CONGRESS ASSET MANAGEMENT COMPANY EIN 04-2848965 NONE | Investment management Service code 28 | — | $28K |
| TOBIA & SORGER ESQS. EIN 20-2110835 NONE | Legal Service code 29 | — | $19K |
| INVESCO EIN 58-1707262 NONE | Investment management Service code 28 | — | $11K |
| BRANDES INVESTMENT PARTNERS NONE | Investment management Service code 28 | 11988 EL CAMINO REAL, SUITE 600 SAN DIEGO, CA 921919048 | $11K |
| ALLIANZ GLOBAL NONE | Investment management Service code 28 | 1633 BROADWAY NEW YORK, NY 10019 | $10K |
| GENEVA CAPITAL CORP. EIN 39-1567956 NONE | Investment management Service code 28 | — | $7K |
| THE LONDON CO. EIN 54-1703318 NONE | Investment management Service code 28 | — | $7K |
| THOMPSON, SIEGEL & WALMSLEY LLC EIN 54-0854396 NONE | Investment management Service code 28 | — | $6K |
| STERLING INVESTMENT MANAGEMENT EIN 42-1658828 NONE | Investment management Service code 28 | — | $6K |
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 | 2,451 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 888 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 23 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 3,362 | 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.