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 |
|---|---|---|---|
| NOEL QUINONES EIN 23-7040036 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $182K |
| JOSEPH ROONEY EIN 23-7040036 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $170K |
| ADRIAN PADRO EIN 23-7040036 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $136K |
| EUGENE MATTHEWS EIN 23-7040036 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $112K |
| COLLERAN O'HARA & MILLS LLP EIN 11-3236314 NONE | Legal; Direct payment from the plan Service code 29 | — | $96K |
| SCOTT BAVOLAR EIN 23-7040036 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $53K |
| JOSEPH MAHONEY EIN 23-7040036 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $47K |
| PETER MARCYAN EIN 23-7040036 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $47K |
| DAVID TOEGEL EIN 23-7040036 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $44K |
| ATIBA VIALVA EIN 23-7040036 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $41K |
| DESMOND PIERRE EIN 23-7040036 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $37K |
| JAMES BLECK EIN 23-7040036 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $37K |
| JOSEPH FALASCA EIN 23-7040036 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $36K |
| GARY NELSON EIN 23-7040036 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $31K |
| SCHULTHEIS & PANETTIERI LLP EIN 13-1577780 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $30K |
| WEAVER BARKSDALE & ASSOCIATES, INC EIN 62-1217255 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $24K |
| STEVEN N DAVI PC EIN 82-4935807 NONE | Legal; Direct payment from the plan Service code 29 | — | $22K |
| ARISTOTLE CAPITAL MANAGEMENT EIN 95-4833644 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $18K |
| NOVAK FRANCELLA LLC EIN 61-1436956 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $14K |
| JOINT MULTI SERVICE ASSOCIATES LTD EIN 82-3287696 NONE | Direct payment from the plan; Plan Administrator Service code 14 | — | $12K |
| SEAN M BOYLE CONSULTING INC EIN 84-4121653 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $6K |
| BILOW ENGINEERING LLC EIN 42-1711238 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $6K |
| MORGAN STANLEY EIN 26-4310632 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $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 | 1,998 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,998 | 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.