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 |
|---|---|---|---|
| FM VACCARO AND ASSOCIATES EIN 23-2148108 NONE | Contract Administrator Service code 13 | — | $257K |
| FOUNDRY PARTNERS EIN 46-1184506 NONE | Soft dollars commissions; Investment management fees paid directly by plan; Securities brokerage commissions and fees Service code 51 | — | $179K |
| PNC BANK EIN 25-1211909 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $126K |
| WINSLOW ASSET MANAGEMENT EIN 34-1705163 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $107K |
| C.S. MCKEE EIN 25-1900687 NONE | Investment management Service code 28 | — | $82K |
| ASB CAPITAL MANAGEMENT LLC EIN 80-0618452 NONE | Investment management fees paid directly by plan; Investment management; Custodial (securities) Service code 19 | — | $74K |
| COLUMBIA PARTNERS EIN 52-1940739 NONE | Investment management; Investment advisory (plan) Service code 27 | — | $63K |
| CHARTWELL INVESTMENT PARTNERS, LLC EIN 36-4776242 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $50K |
| TUCKER ARENSBERG EIN 25-1425735 | Legal Service code 29 | — | $40K |
| MARCO CONSULTING GROUP EIN 36-3555078 NONE | Consulting (pension) Service code 17 | — | $38K |
| FRANKLIN TEMPLETON NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $33K |
| BEYER BARBER EIN 23-2503024 NONE | Actuarial; Consulting (pension) Service code 11 | — | $27K |
| LOOMIS SAYLES TRUST COMPANY EIN 20-8080381 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $24K |
| MCELHANEY AND ASSOCIATES, LLC EIN 38-3806684 NONE | Accounting (including auditing) Service code 10 | — | $17K |
| THE PHILADELPHIA TRUST COMPANY EIN 23-2979239 NONE | Investment management Service code 28 | — | $12K |
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 | 1,437 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 959 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 322 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 206 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 2,924 | 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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.