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 |
|---|---|---|---|
| JENNINGS SIGMOND, P.C. EIN 23-2025670 NONE | Legal; Direct payment from the plan Service code 29 | — | $189K |
| JOHNSTON ASSET MANAGEMENT CORP. EIN 13-3257590 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $177K |
| THE LOOMIS, SAYLERS & COMPANY, L.P. EIN 04-0320003 NONE | Investment management fees paid directly by plan; Investment management; Soft dollars commissions Service code 28 | — | $101K |
| THE MCKEOGH COMPANY EIN 23-3003375 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $99K |
| JOE MOSKAUSKI EIN 23-1972409 EMPLOYEE | Employee (plan); Recordkeeping fees Service code 30 | — | $93K |
| NOVAK FRANCELLA, LLC EIN 61-1436956 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $90K |
| ASB CAPITAL MANAGEMENT, LLC EIN 80-0618452 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $86K |
| CHEVY CHASE TRUST COMPANY EIN 52-2037618 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $86K |
| INVESTMENT PERFORMANCE SERVICES LLC EIN 58-2432392 NONE | Investment advisory (plan); Investment management fees paid directly by plan Service code 27 | — | $75K |
| JOE DIEHL EIN 23-1578380 EMPLOYEE | Employee (plan); Recordkeeping fees Service code 30 | — | $72K |
| WELLINGTON TRUST, CO. EIN 04-2755549 NONE | Investment management fees paid directly by plan; Investment management; Soft dollars commissions; Investment management fees paid indirectly by plan Service code 28 | — | $62K |
| PHILADELPHIA TRUST, CO. EIN 23-2979239 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $55K |
| DANA OUSEY EIN 23-1972409 EMPLOYEE | Recordkeeping fees; Employee (plan) Service code 30 | — | $45K |
| INNOVATIVE SOFTWARE SOLUTIONS, INC. EIN 23-2182079 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $44K |
| WELLS FARGO EIN 94-1347393 NONE | Investment management fees paid directly by plan; Custodial (securities); Investment management Service code 19 | — | $38K |
| CHARTWELL INVESTMENT PARTNERS, LP EIN 36-4776242 NONE | Soft dollars commissions; Investment management Service code 28 | — | $33K |
| JOANN PROCOPIO EIN 23-1578380 EMPLOYEE | Recordkeeping fees; Employee (plan) Service code 30 | — | $27K |
| CORBIN CAPITAL PARTNERS, LP EIN 30-0299433 NONE | Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $20K |
| OLD GLORY ASSET MANAGEMENT, LLC EIN 90-0065134 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $13K |
| EATON VANCE MANAGEMENT EIN 04-3101341 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $12K |
| PATRIOT FINANCIAL PARTNERS, LP NONE | Investment management fees paid indirectly by plan; Direct payment from the plan; Investment management Service code 28 | 2929 ARCH STREET, 27TH FLOOR PHILADELPHIA, PA 19104 | $9K |
| SUSANIN, WIDMAN & BRENNAN, P.C. EIN 23-2265950 NONE | Legal; Direct payment from the plan Service code 29 | — | $8K |
| MONDAY CONSULTING EIN 27-2451476 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $8K |
| MOUNT VERNON ASSOCIATES EIN 52-1453813 NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $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 | 515 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 398 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 491 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 160 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 1,564 | 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.