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 |
|---|---|---|---|
| CDS ADMINISTRATORS, INC. EIN 25-1352803 NONE KNOWN | Direct payment from the plan; Plan Administrator; Claims processing Service code 12 | — | $63K |
| SEGAL MARCO ADVISORS EIN 13-2646110 NONE KNOWN | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $60K |
| MILLIMAN, INC. EIN 91-0675641 NONE KNOWN | Consulting (general); Actuarial; Direct payment from the plan Service code 11 | — | $39K |
| SCHWARZWALD MCNAIR & FUSCO LLP EIN 20-0467468 NONE KNOWN | Legal; Direct payment from the plan Service code 29 | — | $19K |
| GARY B. MANN NONE KNOWN | Trustee (individual); Direct payment from the plan Service code 20 | 60 BOULEVARD OF THE ALLIES, 5TH FL PITTSBURGH, PA 15222 | $17K |
| EMILY WOODWARD NONE KNOWN | Trustee (individual); Direct payment from the plan Service code 20 | 60 BOULEVARD OF THE ALLIES, 5TH FL PITTSBURGH, PA 15222 | $16K |
| FINDLEY DAVIES NONE KNOWN | Actuarial; Direct payment from the plan Service code 11 | 1300 EAST NINTH STREET, SUITE 850 CLEVELAND, OH 441141516 | $16K |
| RICHARD B. HOGG NONE KNOWN | Trustee (individual); Direct payment from the plan Service code 20 | 60 BOULEVARD OF THE ALLIES, 5TH FL PITTSBURGH, PA 15222 | $16K |
| RONALD HOOVER NONE KNOWN | Trustee (individual); Direct payment from the plan Service code 20 | 60 BOULEVARD OF THE ALLIES, 5TH FL PITTSBURGH, PA 15222 | $16K |
| PNC BANK, NATIONAL ASSOCIATION EIN 22-1146430 NONE KNOWN | Custodial (other than securities); Soft dollars commissions; Securities brokerage commissions and fees; Investment management; Direct payment from the plan; Trustee (bank, trust company, or similar financial institution); Float revenue Service code 18 | — | $13K |
| BDO USA, LLP EIN 13-5381590 NONE KNOWN | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $12K |
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 | 534 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 37 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 571 | 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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.