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 | Direct payment from the plan; Employee (plan) Service code 30 | — | $177K |
| GEORGE SAMUELSEN EIN 22-6171671 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $172K |
| RUSSELL JONES EIN 22-6171671 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $137K |
| JOHN J BOHME EIN 22-6171671 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $134K |
| HOWARD L. TOMLIN EIN 22-6171671 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $133K |
| MICHAEL GRISKO EIN 22-6171671 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $132K |
| GERALD P LUDWIG, JR. EIN 22-6171671 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $131K |
| WILLIAM A. COFFIN EIN 22-6171671 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $129K |
| JOSEPH TESTA EIN 22-6171671 FAMILY MEMBER OF TRUSTEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $116K |
| EDWARD W STAVECKAS EIN 22-6171671 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $114K |
| SERGIO J. DASILVA EIN 22-6171671 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $109K |
| JOSEPH S SCERBO III EIN 22-6171671 FAMILY MEMBER OF OFFICER | Direct payment from the plan; Employee (plan) Service code 30 | — | $105K |
| REBECCA SHEPPARD EIN 22-6171671 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $99K |
| JENNIFER HIBBS EIN 22-6171671 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $97K |
| SANDRA A. CAPACCIO EIN 22-6171671 FAMILY MEMBER OF TRUSTEE | Employee (plan); Direct payment from the plan Service code 30 | — | $72K |
| HULSE & ASSOCIATES, P.C. EIN 22-3194968 AUDITOR - EMPLOYEE ORG. | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $64K |
| NJ LTAP - RUTGERS U. CAIT EIN 22-6001086 NONE | Direct payment from the plan; Other services Service code 49 | — | $25K |
| WEAVER C. BARKSDALE ASSOCIATES, INC EIN 62-1217255 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $23K |
| HOLT MACHINERY COMPANY EIN 45-1862023 NONE | Other services; Direct payment from the plan Service code 49 | — | $16K |
| 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 |
| JLG INDUSTRIES EIN 25-1199382 NONE | Other services; Direct payment from the plan Service code 49 | — | $9K |
| HUGHES ENVIRONMENTAL ENGINEER, INC EIN 22-1688064 NONE | Other services; Direct payment from the plan Service code 49 | — | $6K |
| JOSEPH R DELGADO, INC. EIN 22-2166235 NONE | Other services; Direct payment from the plan Service code 49 | — | $6K |
| MORGAN STANLEY SMITH BARNEY LLC EIN 20-8764829 CONSULTANT - EMPLOYEE ORG | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $5K |
| STANLEY JAY APPRAISAL ASSOCIATES EIN 46-4718404 NONE | Direct payment from the plan; Valuation (appraisals, etc.) Service code 34 | — | $5K |
| ZAZZALI P.C. EIN 22-1973215 ATTORNEY - EMPLOYEE ORG. | Legal; Direct payment from the plan Service code 29 | — | $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 | 7,170 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 7,170 | 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.