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 |
|---|---|---|---|
| VIMLY BENEFIT SOLUTIONS, INC. EIN 80-6049077 NONE OTHER THAN CONTRACT | Direct payment from the plan; Plan Administrator Service code 14 | — | $312K |
| THE WAGNER LAW GROUP EIN 04-3323315 NONE OTHER THAN CONTRACT | Legal; Direct payment from the plan Service code 29 | — | $123K |
| PAYDEN & RYGEL EIN 95-3921788 NONE OTHER THAN CONTRACT | Investment management; Investment management fees paid directly by plan Service code 28 | — | $71K |
| EIDE BAILLY LLP EIN 45-0250958 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $24K |
| FIDUCIARY CONSULTING GROUP, INC. NONE OTHER THAN CONTRACT | Consulting (general); Direct payment from the plan Service code 16 | 1832 WARD DRIVE, SUITE 101 MURFREESBORO, TN 37129 | $20K |
| CHEIRON, INC. EIN 13-4215617 NONE OTHER THAN CONTRACT | Actuarial; Direct payment from the plan Service code 11 | — | $17K |
| RISK STRATEGIES NONE OTHER THAN CONTRACT | Direct payment from the plan; Insurance agents and brokers Service code 22 | 700 AIRPORT BLVD., SUITE 300 BURLINGAME, CA 94010 | $9K |
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 | 6,839 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 624 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 7,463 | 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.