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 |
|---|---|---|---|
| ANTHEM BLUE CROSS AND BLUE SHIELD EIN 31-1440175 | Claims processing Service code 12 | — | $4.1M |
| STONER & ASSOCIATES INC. EIN 31-1219231 | Claims processing Service code 12 | — | $1.1M |
| AMERICAN HEALTH HOLDING, INC. EIN 31-1368946 | Claims processing Service code 12 | — | $560K |
| LOOMIS, SAYLES & COMPANY | Investment management Service code 28 | ONE FINANCIAL CENTER BOSTON, MA 02111 | $303K |
| LIFELINE SCREENING | Other fees Service code 99 | 901 SOUTH MOPAC EXPRESSWAY AUSTIN, TX 78746 | $150K |
| LEDBETTER PARTNERS LLC EIN 03-0599899 | Legal Service code 29 | — | $126K |
| MCGAFFE, TRACY EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $84K |
| WILSON, CAROL EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $82K |
| BLUETEAM NETWORKS EIN 81-4198762 | Other fees Service code 99 | — | $78K |
| TOLLEY, TIMOTHY EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $78K |
| DAWSON RESOURCES EIN 31-0890517 | Consulting (general) Service code 16 | — | $64K |
| C&P ADVISORS LLC EIN 34-1322309 | Accounting (including auditing) Service code 10 | — | $63K |
| BARKER, STACEY J. EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $59K |
| WISE-MILLER, SHERRY EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $56K |
| STARKEY, DANIELLE EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $54K |
| CRAMER, JAMES EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $50K |
| HELMICK, JUSTIN S. EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $49K |
| BISCIOTTI, ASHLEY EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $45K |
| PULLINS, KIM EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $44K |
| LULI, BRADEN EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $40K |
| SOLTESZ, TROY EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $40K |
| EXECU-CLEAN EIN 20-0859748 | Other fees Service code 99 | — | $39K |
| MARTIN, SUSAN EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $33K |
| AON EIN 27-2436452 | Investment management Service code 28 | — | $32K |
| CAREMARK PRESCRIPTION SERVICE EIN 36-4268991 | Claims processing Service code 12 | — | $32K |
| ROSE, GRACE EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $29K |
| MCINTOSH, LISA EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $28K |
| ENVIRONMENTAL MANAGEMENT EIN 31-1386050 | Other fees Service code 99 | — | $28K |
| GERSPER, TARA EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $26K |
| KIRK, JEANA EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $26K |
| HANNA, MELISSA EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $24K |
| GORDON, TERRY L. EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $24K |
| GARWOOD, JUDY EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $24K |
| SCOTT, STEPHANIE EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $23K |
| THE SEGAL COMPANY EIN 13-1975125 | Actuarial Service code 11 | — | $23K |
| BOEHMER, AMELIA EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $23K |
| SCOTT, JESSICA EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $22K |
| EBBELER, SUSAN EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $22K |
| HEISLER, GRETCHEN EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $22K |
| BLACKROCK EIN 94-0288125 | Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $19K |
| GEIGER BROTHERS INC. EIN 31-0733949 | Other fees Service code 99 | — | $16K |
| ORRAND, RAY EIN 31-4446857 | Other fees Service code 99 | — | $15K |
| JP MORGAN EIN 31-4148768 | Investment advisory (participants) Service code 26 | — | $13K |
| HYLANT GROUP EIN 34-1880366 | Other insurance fees and expenses Service code 73 | — | $11K |
| LARRY S. PARSONS | Other fees Service code 99 | 19540 CLARKS RUN RD MOUNT STERLING, OH 431439202 | $11K |
| HARD FIRE SUPPRESSION INC. EIN 31-1256611 | Other fees Service code 99 | — | $11K |
| WENNSOFT INC. EIN 39-1950131 | Other fees Service code 99 | — | $9K |
| BUCKINGHAM, LAURA E. EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $8K |
| RUMPKE OF OHIO INC EIN 31-1617611 | Other fees Service code 99 | — | $6K |
| DORNEY, SUSAN EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $6K |
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 | 10,314 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3,358 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 13,672 | 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.