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 BLUE SHIELD NJ EIN 22-0999690 NONE | Contract Administrator Service code 13 | PO BOX 820 NEWARK, NJ 07101 | $787K |
| GLOBAL PHARMACEUTICAL BENEFITS LLC EIN 27-3340151 NONE | Contract Administrator Service code 13 | 222 LAFAYETTE STREET NEWARK, NJ 07105 | $621K |
| FABIAN AND BYRN LLC EIN 25-1914887 NONE | Claims processing Service code 12 | 425 EAGLE ROCK AVE ROSELAND, NJ 07068 | $485K |
| IE SHAFFER AND COMPANY EIN 22-1750854 NONE | Plan Administrator Service code 14 | 830 BEAR TAVERN ROAD WEST TRENTON, NJ 08628 | $375K |
| WEAVER C BARKSDALE AND ASSOC INC EIN 62-1217255 NONE | Investment management fees paid directly by plan Service code 51 | ONE BURTON HILLS BLVD NASHVILLE, TN 37215 | $157K |
| ZELIS HEALTHCARE EIN 86-1040704 NONE | Claims processing Service code 12 | 2 CROSSROADS DRIVE BEDMINSTER, NJ 07921 | $155K |
| ORANSKY SCARAGGI AND BORG PC EIN 22-3522685 NONE | Legal Service code 29 | 175 FAIRFIELD AVE WEST CALDWELL, NJ 07006 | $42K |
| DAVID A. GERSON, CPA, & ASSOC., PC EIN 22-3163246 NONE | Accounting (including auditing) Service code 10 | 201 WEST PASSAIC STREET ROCHELLE PARK, NJ 07662 | $36K |
| TIMOTHY R HOTT, ESQ EIN 22-3724341 NONE | Legal Service code 29 | 591 SUMMIT AVE JERSEY CITY, NJ 07306 | $35K |
| MOGAN STANLEY SMITH BARNEY LLC EIN 26-4310632 NONE | Investment management fees paid directly by plan Service code 51 | 31 W 52ND STREET 23RD FLOOR BAHL AND GAYNOR INC NEW YORK, NY 10019 | $34K |
| SHAUGHNESSY GIELLA, CPA, PC EIN 22-3010525 NONE | Accounting (including auditing) Service code 10 | 420 ROUTE 46 EAST FAIRFIELD, NJ 07004 | $28K |
| MORGAN STANLEY SMITH BARNEY LLC EIN 26-4310632 NONE | Other commissions; Investment advisory (plan); Other investment fees and expenses; Securities brokerage; Other services; Direct payment from the plan Service code 27 | 31 W 52ND STREET 23RD FLOOR NEW YORK, NY 10019 | $20K |
| FOX ROTHSCHILD LLP EIN 23-1404723 NONE | Legal Service code 29 | 100 PARK AVE NEW YORK, NY 10017 | $7K |
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 | 2,214 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,246 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 3,460 | 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.