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 |
|---|---|---|---|
| IUOE LOCAL 825 WELFARE FUND EIN 22-6033381 AFFILIATE | Other services Service code 49 | — | $308K |
| CHARTWELL INVESTMENT PARTNERS EIN 36-4776242 NONE | Named fiduciary; Investment management Service code 28 | — | $130K |
| HARDMAN JOHNSTON GLOBAL ADVISORS EIN 13-3257590 NONE | Investment management Service code 28 | — | $57K |
| CALIBRE CPA GROUP PLLC EIN 47-0900880 NONE | Accounting (including auditing) Service code 10 | — | $33K |
| INVESTMENT PERFORMANCE SERVICES LLC EIN 58-2432390 NONE | Consulting fees; Consulting (general); Investment advisory (plan) Service code 16 | — | $16K |
| DECOTIIS, FITZPATRICK, COLE & GIBLI EIN 31-1425096 NONE | Legal Service code 29 | — | $6K |
| SUSANIN, WIDMAN & BRENNAN, PC EIN 23-2265950 COUNSEL FOR ASSOCIATED | Legal Service code 29 | — | $6K |
| WELLS FARGO EIN 94-1347393 NONE | Custodial (securities) Service code 19 | — | $6K |
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 | 4,489 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 4,489 | 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.