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 |
|---|---|---|---|
| CDS ADMINISTRATORS, INC. EIN 25-1352803 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $1.8M |
| MERITAIN HEALTH NONE | Direct payment from the plan; Claims processing Service code 12 | 24651 CENTER RIDGE RD WESTLAKE, OH 44145 | $1.1M |
| QUANTATIVE MANAGEMENT ASSOCIATES NONE | Investment management; Investment management fees paid directly by plan Service code 28 | 751 BROAD STREET NEWARK, NJ 07102 | $154K |
| ASB CAPITAL MANAGEMENT, LLC NONE | Investment management; Investment management fees paid directly by plan Service code 28 | 7501 WISCONSIN AVENUE BETHESDA, MD 20814 | $125K |
| MANNING & NAPIER ADVISORS, INC. EIN 16-0095736 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $94K |
| CALIBRE CPA GROUP PLLC EIN 47-0900880 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $51K |
| ZAKIPOINT HEALTH, INC. NONE | Claims processing; Direct payment from the plan Service code 12 | 1 BROADWAY 14TH FLOOR CAMBRIDGE, MA 02142 | $45K |
| MEYER, UNKOVIC & SCOTT, LLP NONE | Legal; Direct payment from the plan Service code 29 | 535 SMITHFIELD STREET, SUITE 1300 PITTSBURGH, PA 15222 | $43K |
| MARINER INSTITUTIONAL LLC NONE | Consulting (general); Direct payment from the plan Service code 16 | 875 GREENTREE ROAD PITTSBURGH, PA 15220 | $37K |
| EXETER TRUST COMPANY NONE | Direct payment from the plan; Custodial (securities) Service code 19 | 7945 MACARTHUR BLVD GLEN ECHO, MD 20818 | $23K |
| ACRISURE EIN 25-1750131 NONE | Actuarial; Direct payment from the plan Service code 11 | 444 LIBERTY AVENUE PITTSBURGH, PA 15222 | $8K |
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 | 2,845 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 58 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,903 | 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.