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 |
|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY, LLC EIN 36-3145972 | Direct payment from the plan; Investment management Service code 28 | 1 NEW YORK PLAZA, 12TH FL NEW YORK, NY 10004 | $101K |
| YEO & YEO, P.C. EIN 38-2706146 | Accounting (including auditing); Direct payment from the plan Service code 10 | 5300 BAY ROAD, SUITE 100 SAGINAW, MI 48604 | $18K |
| TIC INTERNATIONAL CORPORATION | Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Participant communication Service code 12 | 6525 CENTURION DRIVE LANSING, MI 48917 | $11K |
| GALLAGHER, FLINTOFF, & KLEIN PLC EIN 38-2539634 | Direct payment from the plan; Accounting (including auditing) Service code 10 | 2149 JOLLY ROAD, STE 500 OKEMOS, MI 48864 | $6K |
| BOYD WATTERSON INT FIXED INCOME | Investment management fees paid indirectly by plan Service code 52 | 1801 EAST 9TH STREET CLEVELAND, OH 44114 | $0 |
| CLEARBRIDGE | Investment management fees paid indirectly by plan Service code 52 | 620 8TH AVENUE NEW YORK, NY 10017 | $0 |
| GREAT LAKES SMID CAP CORE | Investment management fees paid indirectly by plan Service code 52 | 231 S. LASALLE ST STE 400 CHICAGO, IL 60604 | $0 |
| LAZARD ASSET MANAGEMENT INTL | Investment management fees paid indirectly by plan Service code 52 | 30 ROCKEFELLER PLAZA 58TH NEW YORK, NY 10112 | $0 |
| POLEN CAPITAL MGMT LARGE CAP GR | Investment management fees paid indirectly by plan Service code 52 | 1825 NW CORPORATE BLVD BOCA RATON, FL 33431 | $0 |
| SANTA BARBARA DIVIDEND GROWTH | Investment management fees paid indirectly by plan Service code 52 | 200 E. CARRILLO STREET SANTA BARBARA, CA 93101 | $0 |
| TCW RELATIVE VALUELARGE CAP | Investment management fees paid indirectly by plan Service code 52 | 865 S. FIGUEROA STREET LOS ANGELES, CA 90017 | $0 |
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 | 2,227 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 340 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 303 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,870 | 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.