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 |
|---|---|---|---|
| NATIONWIDE INSURANCE PROVIDER | Investment management Service code 28 | ONE NATIONWIDE PLAZA COLUMBUS, OH 43215 | $1.4M |
| INTERNATIONAL ASSET ADVISORY INVESTMENT ADVISOR | Investment advisory (plan) Service code 27 | 390 NORTH ORANGE AVENUE SUITE 750 ORLANDO, FL 32801 | $669K |
| ACTUARIAL DATA INC ACTUARY | Actuarial Service code 11 | 102 BROADWAY STREET CARNEGIE, PA 15106 | $24K |
| HANLON INVESTMENTS INVESTMENT ADVISOR | Investment advisory (plan) Service code 27 | 3393 BARGAINTOWN ROAD EGG HARBOR TOWNSHIP, NJ 08234 | $8K |
| ASSURED PARTNERS NORTHEAST, LLC ADVISOR | Consulting (general) Service code 16 | 445 HAMILTON AVE 10TH FLOOR WHITE PLAINS, NY 10601 | $2K |
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 | 78 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 1 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 0 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 79 | 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.