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 | — | $557K |
| MARIA GRILLO EIN 23-6546776 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $130K |
| PRUDENTIAL INSURANCE CO OF AMERICA EIN 22-1211670 NONE | Investment management; Other investment fees and expenses; Investment management fees paid directly by plan Service code 28 | — | $117K |
| FIDUCIARY MANAGEMENT, INC. EIN 39-1346018 NONE | Soft dollars commissions; Investment management fees paid directly by plan Service code 51 | — | $75K |
| NOVAK FRANCELLA LLC EIN 61-1436956 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $68K |
| CBIZ RETIREMENT PLAN SERVICES EIN 31-1582098 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $66K |
| MEKETA INVESTMENT GROUP EIN 04-2659023 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $61K |
| SPEAR WILDERMAN P.C. EIN 23-2749511 NONE | Legal; Direct payment from the plan Service code 29 | — | $55K |
| JP MORGAN EIN 13-4994650 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $52K |
| BASYS SYSTEMS EIN 52-1796473 NONE | Direct payment from the plan; Consulting (general); Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $49K |
| STEVENS & LEE P.C. EIN 23-1886296 NONE | Legal; Direct payment from the plan Service code 29 | — | $47K |
| 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 | $40K |
| JOHN RONGIONE EIN 23-6546776 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $39K |
| PNC BANK EIN 22-1146430 NONE | Custodial (securities); Float revenue; Investment management fees paid directly by plan Service code 19 | — | $28K |
| CONANT CO. EIN 23-2368896 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $27K |
| STEPSTONE GROUP LP EIN 33-1156466 NONE | Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $6K |
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 | 2,409 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,960 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 2,140 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 404 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 6,913 | 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.