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 |
|---|---|---|---|
| LSV ASSET MANAGEMENT EIN 22-2772200 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $445K |
| GOODWIN CAPITAL ADVISORS EIN 95-4191764 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $228K |
| HAMILTON LANE ADVISORS, LLC EIN 23-2962336 NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $174K |
| NEWTOWER TRUST COMPANY EIN 30-0872552 NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $168K |
| PINNACLE ASSOCIATES GP, LLC EIN 13-3933586 NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $157K |
| UNION LABOR LIFE INSURANCE COMPANY EIN 13-1423090 NONE | Other investment fees and expenses; Investment management; Investment management fees paid directly by plan Service code 28 | — | $156K |
| HARBOURVEST PARTNERS LLC EIN 04-3335829 NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $145K |
| FRANK M. VACARRO & ASSOCIATES EIN 23-2148108 NONE | Direct payment from the plan; Contract Administrator; Recordkeeping fees Service code 13 | — | $123K |
| PINNACLE ASSET MANAGEMENT LP EIN 71-0937676 NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $121K |
| JANUS CAPITAL MANAGEMENT LLC EIN 75-3019302 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $116K |
| NATIONAL REAL ESTATE ADVISORS LLC EIN 26-2237421 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $110K |
| CHEIRON,INC. EIN 72-1552978 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $110K |
| CLEARY, JOSEM & TRIGIANI LLP EIN 23-2657967 NONE | Legal; Direct payment from the plan Service code 29 | — | $96K |
| PNC BANK NATIONAL ASSOCIATION EIN 22-1146430 NONE | Other services; Custodial (securities) Service code 19 | — | $90K |
| MARCO CONSULTING GROUP EIN 36-3555078 NONE | Investment advisory (plan); Investment management fees paid directly by plan Service code 27 | — | $85K |
| NB ALTERNATIVES ADVISERS LLC EIN 30-0536163 NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $81K |
| NOVAK FRANCELLA LLC EIN 61-1436956 NONE | Accounting (including auditing) Service code 10 | — | $76K |
| BLACKROCK INVESTMENT MANAGMENT LLC EIN 20-5319476 NONE | Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $62K |
| FOX ROTHSCHILD LLP EIN 23-1404723 NONE | Legal; Direct payment from the plan Service code 29 | — | $36K |
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 | 2,487 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,247 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 540 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 289 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 4,563 | 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.