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 | Direct payment from the plan; Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $5.1M |
| LOUIS P. MATTUCI & ASSOC. EIN 23-2903453 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $365K |
| MERRILL LYNCH EIN 22-3513863 NONE | Other fees; Securities brokerage commissions and fees; Investment advisory (plan); Other investment fees and expenses; Custodial (securities); Float revenue; Investment management fees paid directly by plan Service code 19 | — | $220K |
| JOHN GAITTENS EIN 23-2458715 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $220K |
| RAYMOND CONVERY EIN 23-2458715 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $182K |
| KAITLYN ROCKS EIN 23-2458715 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $104K |
| STEVEN MOSKOW EIN 23-2458715 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $99K |
| CYNTHIA MCLEAN-RICHARDSON EIN 23-2458715 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $97K |
| PRO DATA, INC. EIN 23-2575910 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $91K |
| MEDCO NONE | Direct payment from the plan; Claims processing Service code 12 | 100 PARSONS POND DRIVE FRANKLIN LAKES, NJ 07417 | $90K |
| KRISTIN MASZKIEWICZ EIN 23-2458715 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $84K |
| CHARLES BAKER EIN 23-2458715 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $83K |
| HELEN MILLER EIN 23-2458715 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $80K |
| HAVERFORD TRUST CO. NONE | Other investment fees and expenses; Custodial (securities); Other fees; Investment advisory (plan); Float revenue; Securities brokerage commissions and fees; Investment management fees paid directly by plan Service code 19 | THREE RADNOR CORPORATE CENTER SUITE 450 RADNOR, PA 19087 | $76K |
| MARY NEILD EIN 23-2458715 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $64K |
| NICOLE WILLIAMS EIN 23-2458715 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $63K |
| AMBER MATTUCCI EIN 23-2458715 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $63K |
| ROBERTA BORTNICK EIN 23-2458715 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $61K |
| ALYSSA JONES EIN 23-2458715 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $56K |
| PHYLLIS NICHOLS EIN 23-2458715 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $56K |
| DENISE CIRONE EIN 23-2458715 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $54K |
| TRINA MINNICK EIN 23-2458715 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $51K |
| KIMBERLY BOSTON EIN 23-2458715 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $49K |
| ALICIA ANDUJAR EIN 23-2458715 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $47K |
| JOSEPH HINCHLIFFE EIN 23-2458715 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $47K |
| BRIANNA MORRIS EIN 23-2458715 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $39K |
| CYNTHIA THURSTON EIN 23-2458715 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $32K |
| FISCHER DORWART, P.C. EIN 23-2247478 NONE | Direct payment from the plan; Accounting (including auditing); Consulting (general) Service code 10 | — | $31K |
| GEORGE MCNESBY 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 | 8,210 | 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) | 8,210 | 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.