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 |
|---|---|---|---|
| HALBERT HARGROVE EIN 33-0804608 NONE | Investment management; Investment management fees paid directly by plan; Named fiduciary; Valuation (appraisals, etc.); Investment advisory (plan) Service code 27 | — | $68K |
| DELTA FUND ADMINISTRATORS EIN 94-2353289 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $47K |
| SAICHEK LAW FIRM EIN 26-0806256 NONE | Legal Service code 29 | — | $43K |
| MILLER KAPLAN ARASE LLP EIN 95-2036255 NONE | Accounting (including auditing) Service code 10 | — | $26K |
| BARTEL ASSOCIATES EIN 02-0701578 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $9K |
| BENEFIT PROGRAMS ADMINISTRATIONS EIN 13-2501278 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $8K |
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 | 1,816 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 561 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,377 | 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."
No prospect flags tripped on this filing.