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 |
|---|---|---|---|
| WILLIAM BLAIR EIN 23-1994976 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $100K |
| MARKOWITZ & RICHMAN EIN 23-2111581 NONE | Legal; Direct payment from the plan Service code 29 | — | $67K |
| LAW OFFICE OF ANDREW ROSEMAN EIN 20-5952694 NONE | Legal; Direct payment from the plan Service code 29 | — | $67K |
| PATRICK COOPER, ESQ. EIN 92-2965964 NONE | Legal; Direct payment from the plan Service code 29 | — | $50K |
| LAW OFFICES - JOSEPH L. LONDON EIN 23-3046221 NONE | Legal; Direct payment from the plan Service code 29 | — | $41K |
| NUGENT LAW EIN 86-1180210 NONE | Legal; Direct payment from the plan Service code 29 | — | $40K |
| SADEK LAW OFFICES, LLC EIN 26-0432114 NONE | Legal; Direct payment from the plan Service code 29 | — | $34K |
| UNDERWOOD & MICKLIN, LLC EIN 22-3464127 NONE | Legal; Direct payment from the plan Service code 29 | — | $24K |
| BRIDGEWAY BENEFIT TECHNOLOGIES EIN 52-1796473 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $22K |
| RAFFAELE & PUPPIO, LLP EIN 23-3018942 NONE | Legal; Direct payment from the plan Service code 29 | — | $22K |
| NOVAK FRANCELLA LLC EIN 61-1436956 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $15K |
| MAX KRAMER ESQ EIN 33-1089528 NONE | Legal; Direct payment from the plan Service code 29 | — | $11K |
| DIANA SCHIMMEL, ESQ. EIN 46-1408310 NONE | Legal; Direct payment from the plan Service code 29 | — | $6K |
| MANEY GORDEN ZELLER, P.A. EIN 59-2090980 NONE | Legal; Direct payment from the plan Service code 29 | — | $6K |
| MORGAN STANLEY EIN 36-3145972 NONE | Investment advisory (plan); Investment management fees paid directly by plan Service code 27 | — | $5K |
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 | 1,863 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,863 | 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.