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 |
|---|---|---|---|
| HEALTH SMART BENEFIT SOLUTIONS EIN 36-4099199 NONE | Claims processing; Direct payment from the plan; Contract Administrator Service code 12 | — | $172K |
| KEYSTONE PEER REVEW ORGANIZATION EIN 23-2348176 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $93K |
| PIMCO EIN 33-0629048 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $86K |
| LOOMIS SAYLES TRUST COMPANY EIN 20-8080381 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $74K |
| WITHUMSMITH+BROWN EIN 22-2027092 NONE | Accounting (including auditing) Service code 10 | — | $66K |
| 1974 PENSION TRUST EIN 52-6150908 EMPLOYER | Investment management; Legal; Direct payment from the plan; Accounting (including auditing); Employee (plan); Other services Service code 10 | — | $31K |
| INCOME RESEARCH + MANAGEMENT EIN 04-2955404 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $25K |
| BLACKROCK INST TRUST CO. FKA BGI EIN 94-3112180 NONE | Investment management; Direct payment from the plan Service code 28 | — | $21K |
| AMALGAMATED BANK EIN 13-4920330 NONE | Investment management fees paid directly by plan; Investment management; Investment management fees paid indirectly by plan; Custodial (securities) Service code 19 | — | $14K |
| MORGAN, LEWIS & BOCKIUS LLP EIN 23-0891050 NONE | Legal Service code 29 | — | $13K |
| NORTHERN TRUST COMPANY EIN 36-1561860 NONE | Account maintenance fees; Other fees; Custodial (securities) Service code 19 | — | $12K |
| UNITED ACTUARIAL SERVICE EIN 35-2156428 NONE | Actuarial Service code 11 | — | $11K |
| MARSH USA EIN 36-1436000 NONE | Insurance agents and brokers Service code 22 | — | $10K |
| CCRC ACTUARIES, LLC EIN 52-2261050 NONE | Actuarial Service code 11 | — | $9K |
| BLOOMBERG FINANCE, L.P. EIN 13-3417984 NONE | Other investment fees and expenses Service code 72 | — | $8K |
| VERIZON EIN 47-0751768 NONE | Other services Service code 49 | — | $7K |
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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 457 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 457 | 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.