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 |
|---|---|---|---|
| NOVAK FRANCELLA LLC EIN 61-1436956 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $33K |
| JOHN HEENAN EIN 23-2075110 EMPLOYEE | Recordkeeping fees; Employee (plan) Service code 30 | — | $29K |
| THOMAS DOOLEY EIN 23-2075110 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $25K |
| LAWRENCE HUGHES EIN 23-2075110 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $25K |
| COLUMBIA PARTNERS INVESTMENT MGMT EIN 52-1940739 NONE | Custodial (securities); Investment management; Investment management fees paid directly by plan Service code 19 | — | $16K |
| CLEARY,JOSEM & TRIGIANI, LLP EIN 23-2657967 NONE | Legal; Direct payment from the plan Service code 29 | — | $16K |
| THOMAS J. MCGOLDRICK, ESQUIRE NONE | Legal; Direct payment from the plan Service code 29 | 35 SHEFFIELD COURT COLLEGEVILLE, PA 19426 | $15K |
| WELLSFARGO BANK EIN 41-0449260 NONE | Direct payment from the plan; Custodial (securities); Other services Service code 19 | — | $11K |
| ADP, INC. EIN 22-1467904 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $7K |
| INVESTMENT PERFORMANCE SERVICES EIN 58-2432392 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $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 | 2,660 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 2,660 | 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.