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) Service code 21 | — | $4.8M |
| LOUIS P. MATTUCI & ASSOC. EIN 23-2903453 NONE | Claims processing Service code 12 | — | $341K |
| MERRILL LYNCH EIN 22-3513863 NONE | Other fees; Securities brokerage commissions and fees; Custodial (securities); Float revenue; Investment advisory (plan); Other investment fees and expenses Service code 19 | — | $236K |
| THOMAS J. LAMB EIN 23-2458715 EMPLOYEE | Employee (plan); Plan Administrator Service code 14 | — | $207K |
| JOHN GAITTENS EIN 23-2458715 EMPLOYEE | Employee (plan) Service code 30 | — | $196K |
| STEVEN MOSKOW EIN 23-2458715 EMPLOYEE | Employee (plan) Service code 30 | — | $137K |
| CYNTHIA JONES-GAREY EIN 23-2458715 EMPLOYEE | Employee (plan) Service code 30 | — | $117K |
| KRISTIN MASZKIEWICZ EIN 23-2458715 EMPLOYEE | Employee (plan) Service code 30 | — | $94K |
| NICOLE WILLIAMS EIN 23-2458715 EMPLOYEE | Employee (plan) Service code 30 | — | $92K |
| PRO DATA, INC. EIN 23-2575910 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $90K |
| HAVERFORD TRUST CO. NONE | Custodial (securities); Other fees; Securities brokerage commissions and fees; Float revenue; Investment advisory (plan); Other investment fees and expenses Service code 19 | THREE RADNOR CORPORATE CENTER SUITE 450 RADNOR, PA 19087 | $81K |
| MEDCO NONE | Claims processing Service code 12 | 100 PARSONS POND DRIVE FRANKLIN LAKES, NJ 07417 | $73K |
| HELEN MILLER EIN 23-2458715 EMPLOYEE | Employee (plan) Service code 30 | — | $73K |
| ROBERTA BORTNICK EIN 23-2458715 EMPLOYEE | Employee (plan) Service code 30 | — | $68K |
| CHARLES BAKER EIN 23-2458715 EMPLOYEE | Employee (plan) Service code 30 | — | $65K |
| AMBER MATTUCCI EIN 23-2458715 EMPLOYEE | Employee (plan) Service code 30 | — | $64K |
| ALYSSA FALU EIN 23-2458715 EMPLOYEE | Employee (plan) Service code 30 | — | $63K |
| MARY NEILD EIN 23-2458715 EMPLOYEE | Employee (plan) Service code 30 | — | $53K |
| KAITLYN ROCKS EIN 23-2458715 EMPLOYEE | Employee (plan) Service code 30 | — | $50K |
| PHYLLIS NICHOLS EIN 23-2458715 EMPLOYEE | Employee (plan) Service code 30 | — | $50K |
| TRINA MINNICK EIN 23-2458715 EMPLOYEE | Employee (plan) Service code 30 | — | $43K |
| ALICIA ANDUJAR EIN 23-2458715 EMPLOYEE | Employee (plan) Service code 30 | — | $37K |
| KIMBERLY BOSTON EIN 23-2458715 EMPLOYEE | Employee (plan) Service code 30 | — | $36K |
| JOSEPH HINCHLIFFE EIN 23-2458715 EMPLOYEE | Employee (plan) Service code 30 | — | $36K |
| FISCHER DORWART, P.C. EIN 23-2247478 NONE | Accounting (including auditing); Consulting (general) Service code 10 | — | $31K |
| CYNTHIA THURSTON EIN 23-2458715 EMPLOYEE | Employee (plan) Service code 30 | — | $27K |
| JENNINGS SIGMOND, P.C. EIN 23-2025670 NONE | Legal Service code 29 | — | $22K |
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 | 7,949 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 7,949 | 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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.