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 |
|---|---|---|---|
| SHANE REILLY EIN 23-6282827 EMPLOYEE | Employee (plan); Recordkeeping fees Service code 30 | — | $71K |
| THE MCKEOGH COMPANY EIN 23-3003375 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $63K |
| NICHOLAS ZANCZUK EIN 23-6282827 EMPLOYEE | Recordkeeping fees; Employee (plan) Service code 30 | — | $50K |
| UBS FINANCIAL SERVICES EIN 13-2638166 NONE | Investment management fees paid directly by plan; Investment advisory (plan) Service code 27 | — | $45K |
| COOKE & BIELER, L.P. EIN 23-1392932 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $40K |
| INVESCO ADVISERS INC EIN 58-1707262 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $27K |
| NOVAK FRANCELLA LLC EIN 61-1436956 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $23K |
| MARKOWITZ & RICHMAN EIN 23-2111581 NONE | Legal; Direct payment from the plan Service code 29 | — | $20K |
| ISSI EIN 23-2182079 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $18K |
| BOYD WATTERSON ASSET MANAGEMENT LLC EIN 34-1922005 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $18K |
| RENAISSANCE INVESTMENT MANAGEMENT EIN 31-1448100 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $15K |
| CITIZENS BANK EIN 05-0156820 NONE | Investment management fees paid directly by plan; Custodial (securities) Service code 19 | — | $7K |
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 | 736 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 924 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 509 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 183 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 2,352 | 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.