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 |
|---|---|---|---|
| JOSEPH SCERBO JR. EIN 22-6171671 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $174K |
| JOSEPH DEMARCO JR. EIN 22-6171671 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $173K |
| JOHN J BOHME EIN 22-6171671 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $126K |
| GEORGE SAMUELSEN EIN 22-6171671 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $126K |
| MICHAEL GRISKO EIN 22-6171671 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $123K |
| GERALD P LUDWIG, JR. EIN 22-6171671 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $122K |
| JOHN DE OLIVEIRA EIN 22-6171671 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $120K |
| RUSSELL JONES EIN 22-6171671 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $120K |
| EDWARD W STAVECKAS EIN 22-6171671 FAMILY MEMBER OF OFFICER | Direct payment from the plan; Employee (plan) Service code 30 | — | $109K |
| HOWARD L. TOMLIN EIN 22-6171671 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $97K |
| JENNIFER HIBBS EIN 22-6171671 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $94K |
| REBECCA SHEPPARD EIN 22-6171671 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $82K |
| SANDRA A. CAPACCIO EIN 22-6171671 FAMILY MEMBER OF TRUSTEE | Employee (plan); Direct payment from the plan Service code 30 | — | $70K |
| HULSE & ASSOCIATES, P.C. EIN 22-3194968 AUDITOR - EMPLOYEE ORG. | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $67K |
| DOUGLAS SMALL EIN 22-6171671 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $36K |
| WILLIAM A. COFFIN EIN 22-6171671 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $30K |
| WEAVER C. BARKSDALE ASSOCIATES, INC EIN 62-1217255 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $21K |
| NJ LTAP - RUTGERS U. CAIT EIN 22-6001086 NONE | Other services; Direct payment from the plan Service code 49 | — | $20K |
| MECHANICAL CONSTRUCTION SERV. CORP. EIN 22-2712337 NONE | Direct payment from the plan; Other services Service code 49 | — | $13K |
| HOLT MACHINERY COMPANY EIN 45-1862023 NONE | Direct payment from the plan; Other services Service code 49 | — | $11K |
| THE BANK OF NEW YORK MELLON EIN 13-5160382 PARENT OF PARTY-IN-INTERE | Custodial (securities); Direct payment from the plan Service code 19 | — | $9K |
| ABLE EQUIPMENT RENTAL, INC. EIN 11-3351733 NONE | Other services; Direct payment from the plan Service code 49 | — | $8K |
| MCCLOSKEY MECH. CONTRACTORS, INC. EIN 22-2615683 NONE | Direct payment from the plan; Other services Service code 49 | — | $7K |
| ZAZZALI, FAGELLA, NOWAK, ET AL EIN 22-1973215 ATTORNEY - EMPLOYEE ORG. | Legal; Direct payment from the plan Service code 29 | — | $6K |
| MORGAN STANLEY SMITH BARNEY LLC EIN 20-8764829 CONSULTANT - EMPLOYEE ORG | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $5K |
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 | 7,124 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 7,124 | 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.