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 |
|---|---|---|---|
| HARBRIDGE CONSULTING EIN 20-2026711 NONE | Actuarial Service code 11 | ONE LINCOLN CENTER SYRACUSE, NY 13202 | $116K |
| GREAT LAKES ADVISORS EIN 80-0292839 NONE | Investment management Service code 28 | 231 S LASALLE STREET 4TH FLOOR CHICAGO, IL 60604 | $91K |
| INVESCO NORTHEAST EIN 13-3725888 NONE | Investment management Service code 28 | 1360 PEACHTREE NORTHEAST ATLANTA, GA 30309 | $85K |
| SAMUEL J. KENISH EIN 23-1990755 EMPLOYEE | Employee (plan) Service code 30 | 12298 TOWNSEND ROAD PHILADELPHIA, PA 19154 | $69K |
| CLEARY AND JOSEM EIN 23-2025670 NONE | Legal Service code 29 | 1650 MARKET STREET PHILADELPHIA, PA 19103 | $69K |
| LOGAN CAPITAL MANAGEMENT EIN 23-1990755 NONE | Investment management Service code 28 | 6 COULTHER AVENUE 2000 ARDMORE, PA 19041 | $67K |
| INVESTMENT PERFORMANCE SERVICES EIN 58-1645832 NONE | Investment advisory (plan) Service code 27 | 642 NEWTOWN YARDLEY ROAD NEWTOWN, PA 18940 | $62K |
| BUCHANAN INGERSOLL PC EIN 25-1698000 NONE | Legal Service code 29 | TWO LIBERTY PLACE 50 S 16TH SREET SUITE 3000 PHILADELPHIA, PA 19102 | $60K |
| AMALGAMATED EIN 36-0721895 NONE | Investment management Service code 28 | 275 SEVENTH AVENUE NEW YORK, NY 10001 | $50K |
| E. TEN BROECK LLC EIN 20-2017396 NONE | Accounting (including auditing) Service code 10 | 1109 SAUNDERS COURT 2ND FLOOR WEST CHESTER, PA 19382 | $48K |
| WELLS FARGO CAPITAL EIN 41-6370378 NONE | Investment management Service code 28 | 1 SOUTH BROAD STREET PHILADELPHIA, PA 19107 | $32K |
| LIDO TOGNERI EIN 23-1990755 EMPLOYEE | Employee (plan) Service code 30 | 12298 TOWNSEND ROAD PHILADELPHIA, PA 19154 | $28K |
| JENNIFER SCHMELTZER EIN 23-1990755 EMPLOYEE | Employee (plan) Service code 30 | 12298 TOWNSEND ROAD PHILADELPHIA, PA 19154 | $26K |
| AGNES BREEN EIN 23-1990755 EMPLOYEE | Employee (plan) Service code 30 | 12298 TOWNSEND ROAD PHILADELPHIA, PA 19154 | $22K |
| MARY C. JONIEC EIN 23-1990755 EMPLOYEE | Employee (plan) Service code 30 | 12298 TOWNSEND ROAD PHILADELPHIA, PA 19154 | $21K |
| JOANNE CREEDON EIN 23-1990755 EMPLOYEE | Employee (plan) Service code 30 | 12298 TOWNSEND ROAD PHILADELPHIA, PA 19154 | $21K |
| CLAIRE M. DODD EIN 23-1990755 EMPLOYEE | Employee (plan) Service code 30 | 12298 TOWNSEND ROAD PHILADELPHIA, PA 19154 | $17K |
| PRISCILLA L. GRAY EIN 23-1990755 EMPLOYEE | Employee (plan) Service code 30 | 12298 TOWNSEND ROAD PHILADELPHIA, PA 19154 | $16K |
| SHIRLEY K. DUSTMAN EIN 23-1990755 EMPLOYEE | Employee (plan) Service code 30 | 12298 TOWNSEND ROAD PHILADELPHIA, PA 19154 | $14K |
| DONNA DI FRANCESCO EIN 23-1990755 EMPLOYEE | Employee (plan) Service code 30 | 12298 TOWNSEND ROAD PHILADELPHIA, PA 19154 | $10K |
| ELEANOR E. RILEY EIN 23-1990755 EMPLOYEE | Employee (plan) Service code 30 | 12298 TOWNSEND ROAD PHILADELPHIA, PA 19154 | $9K |
| DIANA M. FOSCHINI EIN 23-1990755 EMPLOYEE | Employee (plan) Service code 30 | 12298 TOWNSEND ROAD PHILADELPHIA, PA 19154 | $8K |
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 | 615 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,016 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 601 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 339 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 2,571 | 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.