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 |
|---|---|---|---|
| CAREFIRST EIN 53-0078070 NONE | Claims processing Service code 12 | — | $1.4M |
| ZENITH AMERICAN SOLUTIONS EIN 52-1590516 NONE | Plan Administrator Service code 14 | — | $682K |
| WAGEWORK EIN 94-3351864 NONE | Claims processing Service code 12 | — | $224K |
| SAGE ADVISORY SECURITIES EIN 74-2798841 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $107K |
| THE SEGAL COMPANY EIN 13-1835864 NONE | Consulting (general) Service code 16 | — | $106K |
| DELTA DENTAL EIN 52-1479587 NONE | Claims processing Service code 12 | — | $102K |
| CALIBRE CPA GROUP PLLC EIN 47-0900880 NONE | Accounting (including auditing) Service code 10 | — | $67K |
| THE NORTHERN TRUST COMPANY EIN 36-1561860 NONE | Custodial (securities) Service code 19 | — | $60K |
| WELLS FARGO ADVISORS EIN 34-1542819 NONE | Investment management Service code 28 | — | $34K |
| CAREMARK EIN 05-0340626 NONE | Claims processing Service code 12 | — | $33K |
| WELLS FARGO INSURANCE SERVICES EIN 56-1882208 NONE | Insurance agents and brokers Service code 22 | — | $28K |
| MOUNT VERNON PRINTING COMPANY EIN 52-1993840 NONE | Copying and duplicating Service code 36 | — | $21K |
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 | 3,210 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 210 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 3,420 | 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.