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 |
|---|---|---|---|
| MERCER INVESTMENT EIN 30-0282430 PARTY-IN-INTEREST | Investment management; Investment management fees paid directly by plan; Investment management fees paid indirectly by plan Service code 28 | — | $1.2M |
| MERCER EIN 20-1932099 NONE | Contract Administrator; Actuarial; Direct payment from the plan Service code 11 | — | $685K |
| AECOM EIN 61-1088522 EMPLOYER | Direct payment from the plan; Accounting (including auditing); Plan Administrator Service code 10 | — | $54K |
| US BANK EIN 41-6271370 TRUSTEE | Trustee (bank, trust company, or similar financial institution); Direct payment from the plan Service code 21 | — | $44K |
| GRANT THORNTON EIN 36-6055558 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $27K |
| WINSTON & STRAWN, LLP EIN 36-1975990 NONE | Legal; Direct payment from the plan Service code 29 | — | $5K |
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 | 542 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,826 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 1,117 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 287 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 3,772 | 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.