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 |
|---|---|---|---|
| BOYD WATERSON ASSETS MANAGEMENT LLC EIN 34-1922005 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $214K |
| INTERCONTINENTAL R/E CORP. EIN 04-2895544 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $176K |
| PORTFOLIO ADVISORS, LLC EIN 06-1487853 NONE | Other investment fees and expenses; Direct payment from the plan; Investment management Service code 28 | — | $159K |
| HARDMAN JOHNSTON GLOBL ADVISORS EIN 13-3257590 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $114K |
| INVESTMENT PERFORMANCE SERVICES EIN 58-1645832 NONE | Investment advisory (plan); Investment management fees paid directly by plan Service code 27 | — | $100K |
| SAMUEL J. KENISH EIN 23-1990755 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $91K |
| LOGAN CAPITAL MANAGEMENT INC EIN 23-2744570 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $76K |
| WEDGE CAPITAL MANAGEMENT EIN 56-1557450 NONE | Investment management fees paid directly by plan; Investment management; Soft dollars commissions Service code 28 | — | $76K |
| WELLS FARGO BANK, N.A. EIN 94-1347393 NONE | Direct payment from the plan; Custodial (securities) Service code 19 | — | $59K |
| NOVAK FRANCELLA LLC EIN 61-1436956 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $52K |
| AMERICAN REALTY ADVISORS EIN 33-0123114 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $48K |
| AMALGAMATED BANK OF CHICAGO EIN 36-0721895 NONE | Float revenue; Other investment fees and expenses; Investment management; Investment management fees paid directly by plan Service code 28 | — | $48K |
| ARISTOTLE CREDIT PARTNERS LLC EIN 23-1415471 NONE | Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $48K |
| CBIZ EIN 22-2769024 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $46K |
| JENNIFER SCHMELTZER EIN 23-1990755 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $42K |
| ENTRUST GLOBAL PARTNERS LLC EIN 13-4021839 NONE | Investment management fees paid indirectly by plan; Investment management; Investment management fees paid directly by plan Service code 28 | — | $42K |
| GREAT LAKES ADVISORS LLC EIN 80-0292839 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $40K |
| BRANDON KENISH EIN 23-1990755 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $37K |
| AGNES BREEN EIN 23-1990755 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $36K |
| MARY C. JONIEC EIN 23-1990755 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $35K |
| PATRICIA PERRONE EIN 23-1990755 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $29K |
| DONNA DI FRANCESCO EIN 23-1990755 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $29K |
| GABRIEL DEL GAISO EIN 23-1990755 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $29K |
| JENNIFER LANGDON EIN 23-1990755 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $26K |
| CLEARY JOSEM & TRIGIANI LLP EIN 23-2657967 NONE | Legal; Direct payment from the plan Service code 29 | — | $24K |
| COZEN O'CONNOR EIN 23-1732832 NONE | Legal; Direct payment from the plan Service code 29 | — | $23K |
| LOOMIS SAYLES TRUST COMPANY EIN 20-8080381 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $21K |
| JOSEPH GRACE HOLDINGS, INC. EIN 11-3506712 NONE | Finders' fees / placement fees; Other investment fees and expenses Service code 61 | — | $19K |
| PNC BANK, N.A. EIN 25-1197336 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $13K |
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 | 375 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,026 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 550 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 322 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 2,273 | 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.