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 |
|---|---|---|---|
| BENEFIT PROCESSING, INC. EIN 23-2204388 NONE | Contract Administrator Service code 13 | — | $168K |
| COOK & BIELER, L.P. EIN 23-3082822 NONE | Securities brokerage commissions and fees; Investment management; Other investment fees and expenses; Soft dollars commissions Service code 28 | — | $123K |
| PMTA ILA BENEFIT FUND OFFICE EIN 23-1734119 NONE | Plan Administrator Service code 14 | — | $117K |
| THE SEGAL COMPANY EIN 13-1835864 NONE | Actuarial Service code 11 | — | $81K |
| LAZARD ASSET MANAGEMENT NONE | Investment advisory (plan) Service code 27 | 30 ROCKEFELLER PLAZA 57TH FLOOR NEW YORK, NY 10112 | $78K |
| BUCHANAN, INGERSOLL & ROONEY EIN 25-1698000 NONE | Legal Service code 29 | — | $76K |
| HAMILTON & COMPANY EIN 22-2142255 NONE | Investment advisory (plan) Service code 27 | — | $68K |
| FREEDMAN & LORRY, P.C. EIN 23-2158375 NONE | Legal Service code 29 | — | $55K |
| VAN HORN INSURANCE AGENCY NONE | Insurance agents and brokers Service code 22 | P.O. BOX 508 MONTGOMERYVILLE, PA 18936 | $25K |
| FISCHER DORWART, P.C. EIN 23-2247478 NONE | Accounting (including auditing) Service code 10 | — | $20K |
| INNOVATIVE SOFTWARE SYSTEMS, INC. EIN 23-2182079 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $11K |
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 | 229 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 604 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 73 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 583 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 1,489 | 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.