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 |
|---|---|---|---|
| LOCAL 36 OPERATING ACCOUNT EIN 23-2105239 RELATED FUND | Direct payment from the plan; Contract Administrator Service code 13 | — | $619K |
| JP MORGAN EIN 13-4994650 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $214K |
| BRIDGEWAY BENEFIT TECHNOLOGIES EIN 52-1796473 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $163K |
| PRUDENTIAL INSURANCE CO OF AMERICA EIN 22-1211670 NONE | Other investment fees and expenses; Investment management; Investment management fees paid directly by plan Service code 28 | — | $87K |
| CBIZ RETIREMENT PLAN SERVICES EIN 31-1582098 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $85K |
| PNC BANK EIN 22-1146430 NONE | Custodial (securities); Float revenue; Other fees; Investment management fees paid directly by plan Service code 19 | — | $80K |
| MEKETA INVESTMENT GROUP EIN 04-2659023 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $65K |
| SPEAR WILDERMAN P.C. EIN 23-2749511 NONE | Legal; Direct payment from the plan Service code 29 | — | $53K |
| STEVENS & LEE P.C. EIN 23-1886296 NONE | Legal; Direct payment from the plan Service code 29 | — | $50K |
| SARAH MILLINGHOUSEN EIN 23-6546776 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $41K |
| JOHN RONGIONE EIN 23-6546776 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $39K |
| NOVAK FRANCELLA LLC EIN 61-1436956 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $38K |
| FIDUCIARY MANAGEMENT, INC. EIN 39-1346018 NONE | Soft dollars commissions; Investment management fees paid directly by plan Service code 51 | — | $36K |
| JUDY O'MEARA EIN 23-6546776 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $33K |
| CYNTHIA LEAHY EIN 23-6546776 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $31K |
| LINDA MCCULLOUGH EIN 23-6546776 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $31K |
| MARIA GRILLO EIN 23-6546776 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $30K |
| VERONICA MOORE EIN 23-6546776 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $26K |
| TYEMA SANCHEZ EIN 23-6546776 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $26K |
| CORDICATE IT, LLC NONE | Other services; Direct payment from the plan Service code 49 | 794 PENLLYN BLUE BELL PIKE, 200 BLUE BELL, PA 19422 | $23K |
| PROFORMA INDUSTRIES NONE | Copying and duplicating; Direct payment from the plan Service code 36 | 8800 E. PLEASANT VALLEY ROAD CLEVELAND, OH 44131 | $17K |
| BLACKROCK INVESTMENTS EIN 13-3806694 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $11K |
| BLUEWATER CONSULTING GROUP NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 1100 E. HECTOR ST. SUITE 315 CONSHOHOCKEN, PA 19428 | $10K |
| CHANGE HEALTHCARE EIN 20-5731067 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $8K |
| STEPSTONE GROUP LP EIN 33-1156466 NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $7K |
| PENSION BENEFIT INFORMATION EIN 94-2856521 NONE | Direct payment from the plan; Consulting (pension) Service code 17 | — | $6K |
| THE BETTINGER COMPANY, INC. NONE | Direct payment from the plan; Other services Service code 49 | 1515 MARKET ST., SUITE 935 PHILADELPHIA, PA 19102 | $5K |
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 | 2,344 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,016 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 2,122 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 441 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 6,923 | 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.