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 |
|---|---|---|---|
| BENESYS, INC. EIN 38-2383171 NONE | Direct payment from the plan; Accounting (including auditing); Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator Service code 10 | — | $74K |
| MORGAN STANLEY SMITH BARNEY, LLC EIN 20-8764829 NONE | Direct payment from the plan; Custodial (securities) Service code 19 | — | $17K |
| BENDA, GRACE, STULZ & COMPANY, P.C. EIN 38-2284921 SEE ATTACHED | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $9K |
| THE SEGAL COMAPNY EIN 13-1975125 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $8K |
| WATKINS, PAWLICK, CALATI & PRIFTI EIN 83-2893229 SEE ATTACHED | Legal; Direct payment from the plan Service code 29 | — | $7K |
| ARISTOTLE INVESTMENTS NONE | Investment management; Investment management fees paid indirectly by plan Service code 28 | 235 W GALENA MILWAUKEE, WI 53212 | $0 |
| CLEARBRIDGE INVESTMENTS NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | 620 EIGHT AVENUE NEW YORK, NY 10009 | $0 |
| CUMBERLAND FINANCIAL NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | 153 PATCHEN DRIVE LEXINGTON, KY 40517 | $0 |
| DELAWARE INVESTMENTS NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | 610 MARKET ST PHILADELPHIA, PA 19106 | $0 |
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 | 673 | 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) | 673 | 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.