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 |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD EIN 43-1257251 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $500K |
| TIC INTERNATIONAL EIN 13-2600875 THIRD PARTY ADMIN | Contract Administrator; Direct payment from the plan; Claims processing Service code 12 | — | $149K |
| ARNOLD, NEWBOLD, WINTER, JACKSON EIN 43-1174269 FUND ATTORNEY | Legal; Direct payment from the plan Service code 29 | — | $95K |
| DEPARTMENT OF TREASURY NONE | Direct payment from the plan; Other fees Service code 50 | 1500 PENNSYLVANIA AVENUE NW WASHINGTON, DC 20220 | $44K |
| UNITED ACTUARIAL SERVICES EIN 35-2156428 FUND ACTUARY | Actuarial; Direct payment from the plan Service code 11 | — | $39K |
| WADDELL & REED EIN 43-0975899 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $34K |
| RUBINBROWN LLP EIN 43-0765316 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $21K |
| DEBOER & ASSOCIATES, PC EIN 47-0836395 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $20K |
| PREFERRED HEALTH PROFESSIONALS EIN 43-1392960 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $19K |
| CONSTRUCTION BENEFIT AUDIT CORP EIN 43-1244218 FIELD AUDITOR | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $15K |
| LEE'S PRINTING COMPANY NONE | Direct payment from the plan; Copying and duplicating Service code 36 | 804 CENTRAL AVE KANSAS CITY, KS 66101 | $14K |
| BMO HARRIS BANK NA EIN 36-2085229 CUSTODIAN | Investment management; Custodial (other than securities); Investment management fees paid directly by plan; Direct payment from the plan; Custodial (securities) Service code 18 | P O BOX 2045 MILWAUKEE, WI 53201 | $12K |
| SEGAL ADVISORS EIN 13-2646110 INVESTMENT ADVISOR | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $10K |
| FEDERAL INSURANCE COMPANY EIN 13-1963496 NONE | Other insurance fees and expenses; Insurance services Service code 23 | — | $10K |
| UNITED STATES POSTAL SERVICE EIN 41-0760000 NONE | Direct payment from the plan; Participant communication Service code 38 | — | $7K |
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 | 612 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 189 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 801 | 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.