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 |
|---|---|---|---|
| WINSLOW ASSET MANAGEMENT EIN 34-1705163 NONE | Investment management Service code 28 | 3333 RICHMOND STREET, SUITE 180 CLEVELAND, OH 44122 | $337K |
| CDS ADMINISTRATORS EIN 25-1352803 NONE | Contract Administrator Service code 13 | 232 WISE ROAD, SUITE 220 HARMONY, PA 16037 | $300K |
| FOUNDRY PARTNERS EIN 34-1172683 NONE | Investment management Service code 28 | 1660 W SECOND STREET, SUITE 910 CLEVELAND, OH 44113 | $233K |
| LOOMIS SAYLES & CO. NONE | Investment management Service code 28 | 9841 WASHINGTON BLVD, SUITE 320 GAITHERSBURG, MD 20878 | $212K |
| PNC PCA SCC NONE | Investment management Service code 28 | 1900 E. 9TH STREET, 13TH FLOOR CLEVELAND, OH 44114 | $150K |
| PNC INSTITUTIONAL INVESTMENTS EIN 25-1211909 NONE | Accounting (including auditing) Service code 10 | 1900 E. 9TH STREET, 13TH FLOOR CLEVELAND, OH 44114 | $131K |
| CHARTWELL INVESTMENT PARTNERS, LLC EIN 36-4776242 NONE | Investment management Service code 28 | 1205 WESTLAKES DRIVE, SUITE 100 BERWYN, PA 19312 | $122K |
| PRUDENTIAL RETIREMENT INSURANCE EIN 06-1050034 NONE | Investment management Service code 28 | 7 GIRALDA FARMS MADISON, NJ 07940 | $110K |
| C S MCKEE NONE | Investment management Service code 28 | 420 FORT DUQUESNE BLVD, 800 PITTSBURGH, PA 15222 | $101K |
| GAMCO NONE | Investment management Service code 28 | 191 MASON STREET GREENWICH, CT 06830 | $100K |
| SEGAL MARCO ADVISORS EIN 36-3555078 NONE | Consulting (pension) Service code 17 | 1300 E. NINTH STREET, SUITE 1900, CLEVELAND, OH 44114 | $81K |
| HENRY ROSSI & CO., LLP EIN 25-1698043 NONE | Accounting (including auditing) Service code 10 | 50 SECO ROAD, SUITE A MONROEVILLE, PA 15146 | $33K |
| THE PHILADELPHIA TRUST COMPANY EIN 23-2979239 NONE | Investment management Service code 28 | 1760 MARKET STREET 2 PHILADELPHIA, PA 19103 | $30K |
| GRIDIRON PARTNERS NONE | Investment management Service code 28 | 101 BRADFORD SCHOOL ROAD, SUITE 200 WEXFORD, PA 15090 | $28K |
| MORGAN STANLEY NONE | Investment management Service code 28 | ONE PPG PLACE, ONE, 1300 PITTSBURGH, PA 15222 | $27K |
| FOSTER & FOSTER NONE | Actuarial Service code 11 | 1605 N. CEDAR CREST BOULEVARD, SUIT ALLENTOWN, PA 18104 | $21K |
| MEYER, UNKOVIC & SCOTT EIN 25-1008021 NONE | Legal Service code 29 | 535 SMITHFIELD STREET, SUITE 1300 PITTSBURGH, PA 15222 | $16K |
| CIM INVESTMENT MANAGEMENT EIN 25-1738846 NONE | Investment management Service code 28 | 239 FOURTH AVENUE, SUITE 1302 PITTSBURGH, PA 15222 | $7K |
| TUCKER ARENSBERG, P.C. NONE | Legal Service code 29 | 1500 ONE PPG PLACE PITTSBURGH, PA 15222 | $6K |
| PNC BANK EIN 22-1146430 NONE | Trustee (bank, trust company, or similar financial institution) Service code 21 | 249 FIFTH AVENUE PITTSBURGH, PA 15222 | $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 | 1,656 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,097 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 217 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 239 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 3,209 | 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.