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 | Contract Administrator; Direct payment from the plan Service code 13 | — | $596K |
| THE SAVITZ ORGANIZATION EIN 23-1700844 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $299K |
| STEVENS & LEE P.C. EIN 23-1886296 NONE | Legal; Direct payment from the plan Service code 29 | — | $110K |
| FIDUCIARY MANAGEMENT, INC. EIN 39-1346018 NONE | Investment management fees paid directly by plan; Investment management; Soft dollars commissions Service code 28 | — | $92K |
| SPEAR WILDERMAN P.C. EIN 23-2749511 NONE | Legal; Direct payment from the plan Service code 29 | — | $67K |
| PRUDENTIAL INSURANCE CO OF AMERICA EIN 22-1211670 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $56K |
| DENISE KITZINGER EIN 23-6546776 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $55K |
| PNC BANK EIN 23-0434340 NONE | Custodial (securities); Investment management fees paid directly by plan Service code 19 | — | $49K |
| PUBLIC FINANCIAL MANAGMENT INC EIN 23-1992164 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $42K |
| JOHN J. RONGIONE EIN 23-6546776 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $39K |
| LINDA MCCULLOUGH EIN 23-6546776 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $34K |
| JUDY O'MEARA EIN 23-6546776 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $32K |
| MARIA GRILLO EIN 23-6546776 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $29K |
| CHRISTINA KOBRYN EIN 23-6546776 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $28K |
| CYNTHIA LEAHY EIN 23-6546776 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $26K |
| BLUEWATER CONSULTING GROUP NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | 1100 E. HECTOR ST. SUITE 315 CONSHOHOCKEN, PA 19428 | $22K |
| NOVAK FRANCELLA LLC EIN 61-1436956 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $22K |
| BASYS SYSTEMS EIN 52-1796473 NONE | Consulting (general); Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $20K |
| EMDEON BUSINESS SVC. LLC EIN 20-5731067 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $16K |
| BOYD WATTERSON ASSET MANAGEMENT LLC EIN 34-1922005 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $13K |
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 | 2,507 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,653 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 2,213 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 383 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 6,756 | 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.