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 |
|---|---|---|---|
| WELFARE AND PENSION ADMINISTRATION EIN 91-1363171 NONE | Claims processing; Contract Administrator; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $295K |
| INNOVATIVE COST MANAGEMENT SERVICES EIN 77-0119752 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $35K |
| SUNRIVER RESORT GROUP SALES NONE | Other services; Direct payment from the plan Service code 49 | 17728 ABBOT DRIVE SUNRIVER, OR 97707 | $20K |
| BARLOW, COUGHRAN, MORALES & JOSEPHS EIN 91-0889948 NONE | Legal; Direct payment from the plan Service code 29 | — | $18K |
| MANNING & NAPIER ADVISORS, LLC EIN 91-1457076 NONE | Direct payment from the plan; Custodial (other than securities) Service code 18 | — | $17K |
| SUNCADIA EIN 32-0493116 NONE | Direct payment from the plan; Other services Service code 49 | — | $14K |
| CLIFTONLARSONALLEN LLP EIN 41-0746749 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $10K |
| UNION BANK NONE | Direct payment from the plan; Custodial (other than securities) Service code 18 | PO BOX 513840 LOS ANGELES, CA 90051 | $9K |
| BERNIE PHILIPS EIN 23-7013313 TRUSTEE | Direct payment from the plan; Trustee (individual); Other services Service code 20 | — | $5K |
| DANIEL MORGAN EIN 23-7013313 TRUSTEE | Direct payment from the plan; Other services; Trustee (individual) Service code 20 | — | $5K |
| ROBERT PETROFF EIN 23-7013313 TRUSTEE | Trustee (individual); Other services; Direct payment from the plan Service code 20 | — | $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 | 1,941 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,941 | 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."
Self-funded plan with no stop-loss carrier attached. Catastrophic-risk exposure; stop-loss specialist sales target.