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 |
|---|---|---|---|
| FIDELITY INSTITUIONAL MANAGEMENT CO EIN 20-4659714 NONE | Trustee (bank, trust company, or similar financial institution); Investment management fees paid directly by plan; Custodial (securities); Investment management; Soft dollars commissions; Securities brokerage commissions and fees; Other investment fees and expenses Service code 19 | — | $337K |
| PMTA ILA BENEFIT FUND OFFICE EIN 23-1734119 NONE | Plan Administrator; Direct payment from the plan Service code 14 | — | $317K |
| COZEN O'CONNER NONE | Legal; Direct payment from the plan Service code 29 | 457 HADDONFIELD ROAD SUITE 300 CHERRY HILL, NJ 08002 | $101K |
| THE SEGAL COMPANY EIN 13-1835864 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $68K |
| BRIDGEWAY BENEFIT TECHNOLOGIES LLC NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 3000 S LENOLA RD STE 400 MAPLE SHADE, NJ 08052 | $61K |
| SPEARMAN WILDERMAN NONE | Legal; Direct payment from the plan Service code 29 | 230 S. BROAD ST. SUITE 1400 PHILADELPHIA, PA 19102 | $58K |
| RYAN ALM ADVISORS, LLC NONE | Investment management; Investment management fees paid directly by plan; Securities brokerage commissions and fees; Trustee (bank, trust company, or similar financial institution); Other investment fees and expenses; Soft dollars commissions; Custodial (securities) Service code 19 | 500 OCEAN TRAIL WAY, UNIT 410 JUPITER, FL 33477 | $47K |
| FISCHER DORWART, P.C. EIN 23-2247478 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $25K |
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 | 76 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 483 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 14 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 433 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 1,006 | 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.