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 |
|---|---|---|---|
| HIGHMARK EIN 23-1294723 NONE | Claims processing; Float revenue; Other services Service code 12 | — | $220K |
| FRANCINE GEORGE EIN 25-1011380 NONE | Employee (plan) Service code 30 | — | $59K |
| GINA DRAGONE EIN 25-1011380 DAUGHTER OF TRUSTEE | Employee (plan) Service code 30 | — | $59K |
| BUCK CONSULTANTS NONE | Actuarial; Consulting (general) Service code 11 | 11 STANWIX STREET SUITE 700 PITTSBURGH, PA 15222 | $47K |
| DICLAUDIO & KRAMER, LLC EIN 27-0889793 NONE | Accounting (including auditing) Service code 10 | — | $33K |
| SARAH PARKER EIN 25-1011380 NONE | Employee (plan) Service code 30 | — | $20K |
| ANNA GRAY EIN 25-1011380 NONE | Employee (plan) Service code 30 | — | $17K |
| INVESTMENT CONSULTING SERVICES EIN 32-0016703 NONE | Investment advisory (plan) Service code 27 | — | $17K |
| ANDY ABRAHAM EIN 25-1011380 NONE | Employee (plan) Service code 30 | — | $16K |
| PNC BANK EIN 25-1211909 NONE | Custodial (securities); Float revenue; Investment management fees paid indirectly by plan Service code 19 | — | $16K |
| MEYER, UNKOVIC & SCOTT EIN 25-1008021 NONE | Legal Service code 29 | — | $13K |
| UNITED CONCORDIA COMPANIES, INC. EIN 25-1687586 NONE | Claims processing Service code 12 | — | $12K |
| WALTER COSTELLO TRUSTEE | Other fees; Trustee (individual) Service code 20 | 394 MALDEN ROAD COAL CENTER, PA 15423 | $6K |
| VITO DRAGONE, JR. TRUSTEE | Other fees; Trustee (individual) Service code 20 | 88 BARON COURT HOPWOOD, PA 15445 | $6K |
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 | 281 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 282 | 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.