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 |
|---|---|---|---|
| KELLEY GALLOWAY SMITH GOOLSBY, PSC EIN 61-1129886 NONE | Accounting (including auditing) Service code 10 | — | $37K |
| ZENITH AMERICAN SOLUTIONS, INC. EIN 52-1590516 NONE | Contract Administrator Service code 13 | — | $35K |
| STRATEGIC CAPITAL INVESTMENT ADVISO EIN 36-4268991 NONE | Investment advisory (plan) Service code 27 | — | $20K |
| PNC BANK, NATIONAL ASSOCIATION EIN 25-1211909 NONE | Custodial (securities); Account maintenance fees Service code 19 | — | $14K |
| SEGAL SELECT INSURANCE SERVICES INC EIN 46-0619194 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $13K |
| LEDBETTER PARTNERS, LLC EIN 03-0599899 NONE | Legal Service code 29 | — | $12K |
| CUNI, RUST & STRENK EIN 31-1227755 NONE | Actuarial Service code 11 | — | $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 | 1,681 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 29 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,710 | 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.