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 |
|---|---|---|---|
| METLIFE INSURANCE COMPANY NONE | Insurance services Service code 23 | 200 PARK AVENUE NEW YORK, NY 10017 | $483K |
| WINSLOW ASSET MANAGEMENT EIN 34-1705163 NONE | Investment management Service code 28 | 3333 RICHMOND ROAD, SUITE 180 BEACHWOOD, OH 44122 | $335K |
| CDS ADMINISTRATORS EIN 25-1352803 NONE | Contract Administrator Service code 13 | 1517 WOODRUFF STREET, SUITE 102 PITTSBURGH, PA 15220 | $272K |
| PNC INSTITUTIONAL INVESTMENTS EIN 25-1211909 NONE | Accounting (including auditing) Service code 10 | 1900 E. 9TH STREET, 13TH FLOOR CLEVELAND, OH 44114 | $229K |
| FOUNDRY PARTNERS EIN 46-1184506 NONE | Investment management fees paid directly by plan Service code 51 | 1660 WEST SECOND STREET, SUITE 910 CLEVELAND, OH 44113 | $185K |
| C.S. MCKEE EIN 25-1900687 NONE | Investment management Service code 28 | 420 FORT DUQUESNE BLVD, SUITE 800 PITTSBURGH, PA 15222 | $130K |
| SEGAL MARCO ADVISORS EIN 36-3555078 NONE | Consulting (pension) Service code 17 | 1300 E. NINTH STREET, SUITE 1900, CLEVELAND, OH 44114 | $106K |
| LOOMIS SAYLES TRUST COMPANY EIN 20-8080381 NONE | Investment management Service code 28 | 2001 PENNSYLVANIA AVE NW 200 WASHINGTON, DC 20006 | $95K |
| PRUDENTIAL RETIREMENT INSURANCE EIN 06-1050034 NONE | Investment management Service code 28 | 7 GIRALDA FARMS MADISON, NJ 07940 | $81K |
| CHARTWELL INVESTMENT PARTNERS, LLC EIN 36-4776242 NONE | Investment management Service code 28 | 1205 WESTLAKES DRIVE, SUITE 100 BERWYN, PA 19312 | $81K |
| TUCKER ARENSBERG EIN 25-1425735 NONE | Legal Service code 29 | 1500 ONE PPG PLACE PITTSBURGH, PA 15222 | $81K |
| ASB CAPITAL MANAGEMENT, LLC EIN 80-0618452 NONE | Investment management Service code 28 | 7501 WISCONSIN AVENUE BETHESDA, MD 20814 | $80K |
| FIDUCIARY TRUST INTERNATIONAL EIN 90-6149946 NONE | Investment management Service code 28 | 280 PARK AVENUE NEW YORK, NY 10017 | $45K |
| HENRY ROSSI & CO., LLP EIN 25-1698043 NONE | Accounting (including auditing) Service code 10 | 50 SECO ROAD, SUITE A MONROEVILLE, PA 15146 | $39K |
| BEYER BARBER EIN 23-2503024 NONE | Actuarial Service code 11 | 1136 HAMILTON STREET, SUITE 103 ALLENTOWN, PA 18101 | $38K |
| GAMCO INVESTMENTS NONE | Investment management Service code 28 | 177 MADISON AVENUE MORRISTOWN, NJ 07960 | $37K |
| LIBERTY INSURANCE AGENCY NONE | Insurance services Service code 23 | 1910 COCHRAN ROAD, SUITE 800 PITTSBURGH, PA 15220 | $35K |
| COLUMBIA PARTNERS EIN 52-1940739 NONE | Investment advisory (plan) Service code 27 | 1205 WESTLAKES DRIVE, SUITE 100 BERWYN, PA 19312 | $22K |
| THE PHILADELPHIA TRUST COMPANY EIN 23-2979239 NONE | Investment management Service code 28 | 1760 MARKET STREET 2 PHILADELPHIA, PA 19103 | $20K |
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 | 1,511 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 985 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 253 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 213 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 2,962 | 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.