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 |
|---|---|---|---|
| INDEPENDENCE BLUE CROSS EIN 23-2184623 NONE | Trustee (bank, trust company, or similar financial institution); Direct payment from the plan Service code 21 | — | $4.9M |
| LOUIS P. MATTUCI & ASSOC. EIN 23-2903453 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $567K |
| MEDCO NONE | Claims processing; Direct payment from the plan Service code 12 | 100 PARSONS POND DRIVE FRANKLIN LAKES, NJ 07417 | $350K |
| RAYMOND CONVERY EIN 23-2458715 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $292K |
| CHRISTINE COULTER EIN 23-2458715 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $252K |
| MERRILL LYNCH EIN 22-3513863 NONE | Investment advisory (plan); Custodial (securities); Securities brokerage commissions and fees; Other investment fees and expenses; Float revenue; Other fees; Investment management fees paid directly by plan Service code 19 | — | $194K |
| JOHN GAITTENS EIN 23-2458715 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $163K |
| KAITLYN ROCKS EIN 23-2458715 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $132K |
| CYNTHIA VOKES EIN 23-2458715 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $121K |
| CHARLES BAKER EIN 23-2458715 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $105K |
| STEVEN MOSKOW EIN 23-2458715 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $103K |
| NICOLE WILLIAMS EIN 23-2458715 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $95K |
| PRO DATA, INC. EIN 23-2575910 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $95K |
| HELEN MILLER EIN 23-2458715 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $92K |
| KRISTIN GLISSON EIN 23-2458715 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $92K |
| EMILY RYKACZEWSKI EIN 23-2458715 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $87K |
| MARY NEILD EIN 23-2458715 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $75K |
| AMBER MATTUCCI EIN 23-2458715 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $72K |
| ROBERTA BORTNICK EIN 23-2458715 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $67K |
| TRINA MINNICK EIN 23-2458715 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $64K |
| PHYLLIS NICHOLS EIN 23-2458715 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $64K |
| ALICIA ANDUJAR EIN 23-2458715 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $62K |
| MEGAN COMLY EIN 23-2458715 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $62K |
| JOSEPH HINCHLIFFE EIN 23-2458715 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $59K |
| DENISE CIRONE EIN 23-2458715 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $58K |
| ALLYSON ARTESE EIN 23-2458715 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $55K |
| HAVERFORD TRUST CO. NONE | Investment management fees paid directly by plan; Other investment fees and expenses; Investment advisory (plan); Securities brokerage commissions and fees; Other fees; Float revenue; Custodial (securities) Service code 19 | THREE RADNOR CORPORATE CENTER SUITE 450 RADNOR, PA 19087 | $51K |
| LISA SPEARS EIN 23-2458715 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $47K |
| JENNA BERRY EIN 23-2458715 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $47K |
| FISCHER DORWART, P.C. EIN 23-2247478 NONE | Consulting (general); Accounting (including auditing); Direct payment from the plan Service code 10 | — | $41K |
| TARA ANDUJAR EIN 23-2458715 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $40K |
| JAMES R. O'CONNOR EIN 23-2458715 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $30K |
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 | 7,611 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 7,611 | 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."
Self-funded plan with no stop-loss carrier attached. Catastrophic-risk exposure; stop-loss specialist sales target.