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 | Claims processing; Direct payment from the plan Service code 12 | — | $705K |
| WILSON MCSHANE CORPORATION EIN 43-6051454 TPA | Direct payment from the plan; Contract Administrator Service code 13 | — | $192K |
| ARNOLD, NEWBOLD, SOLLARS & HOLLINS EIN 43-1174269 FUND ATTORNEY | Legal; Direct payment from the plan Service code 29 | — | $172K |
| UNITED ACTUARIAL SERVICES EIN 35-2156428 FUND ACTUARY; CONSULTANT | Direct payment from the plan; Consulting (pension); Actuarial Service code 11 | — | $61K |
| CONSTRUCTION BENEFIT AUDIT CORP EIN 43-1244218 FIELD AUDITOR | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $51K |
| RUBINBROWN, LLP EIN 43-0765316 PLAN AUDITOR | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $28K |
| COMMERCE EIN 23-7386028 INVESTMENT MANAGER | Investment management; Investment management fees paid directly by plan Service code 28 | — | $16K |
| PREFERRED HEALTH PROFESSIONALS EIN 43-1392960 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $13K |
| SEGAL ADVISORS EIN 13-2646110 INVESTMENT ADVISOR | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $10K |
| SEGAL SELECT INSURANCE SERVICES EIN 46-0619194 NONE | Direct payment from the plan; Insurance brokerage commissions and fees Service code 50 | — | $10K |
| WADDELL & REED EIN 43-0975899 INVESTMENT MANAGER | Investment management fees paid directly by plan; Investment management Service code 28 | — | $8K |
| INTERNATIONAL FOUNDATION OF EE BENE EIN 39-1034021 NONE | Other services; Direct payment from the plan Service code 49 | — | $5K |
| BMO HARRIS BANK N.A. EIN 39-1186267 CUSTODIAN/INV MGR | Custodial (other than securities); Investment management fees paid directly by plan; Custodial (securities); Investment management; Direct payment from the plan Service code 18 | — | $142 |
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 | 706 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 186 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 892 | 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.