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 | Direct payment from the plan; Contract Administrator Service code 13 | — | $1.7M |
| EATON VANCE MANAGEMENT EIN 04-3101341 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $105K |
| C.S. MCKEE, LP EIN 25-1900687 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $91K |
| NCM CAPITAL ADVISERS, INC. EIN 52-2415497 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $80K |
| SNOW CAPITAL MANAGEMENT EIN 25-1894430 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $54K |
| MANNING & NAPIER ADVISORS, INC. EIN 16-0095736 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $53K |
| SYMONS CAPITAL MANAGEMENT EIN 25-1430645 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $49K |
| QUANTATIVE MANAGEMENT ASSOCIATES NONE | Investment management; Investment management fees paid directly by plan Service code 28 | 751 BROAD STREET NEWARK, NJ 07102 | $37K |
| HOLSINGER, P.C. EIN 23-2939307 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $33K |
| THE BODGAHN GROUP NONE | Consulting (general); Direct payment from the plan Service code 16 | 875 GREENTREE ROAD PITTSBURGH, PA 15220 | $29K |
| PNC ADVISORS EIN 25-1211909 NONE | Direct payment from the plan; Custodial (securities) Service code 19 | — | $27K |
| TUCKER ARENSBERG, PC EIN 25-1425735 NONE | Legal; Direct payment from the plan Service code 29 | — | $26K |
| W&W ACTUARIAL SERVICES, INC. EIN 23-2655612 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $13K |
| MARCO CONSULTING GROUP EIN 36-3555078 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $10K |
| EXETER TRUST COMPANY NONE | Direct payment from the plan; Custodial (securities) Service code 19 | 7945 MACARTHUR BLVD GLEN ECHO, MD 20818 | $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 | 2,820 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 2,820 | 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.