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 |
|---|---|---|---|
| MEDICAL MUTUAL EIN 34-1922587 | Claims processing Service code 12 | — | $1.9M |
| VORYS SATER SEYMOUR AND PEASE EIN 31-4333125 | Legal Service code 29 | — | $321K |
| LOOMIS, SAYLES & COMPANY, L.P | Investment management Service code 28 | ONE FINANCIAL CENTER BOSTON, MA 02111 | $321K |
| THE SEGAL COMPANY EIN 13-1975125 | Actuarial Service code 11 | — | $116K |
| DAWSON RESOURCES EIN 31-0890517 | Consulting (general) Service code 16 | — | $99K |
| CAREMARK PRESCRIPTION SERVICE EIN 36-4268991 | Claims processing Service code 12 | — | $85K |
| MILLER, RHONDA EIN 31-4446857 EMPLOYEE | Contract Administrator Service code 13 | — | $68K |
| TOLLEY, TIMOTHY EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $58K |
| C&P ADVISORS EIN 34-1322309 | Accounting (including auditing) Service code 10 | — | $57K |
| WILSON, CAROL EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $57K |
| BELCHER, WANDA EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $54K |
| BARCH, BRYAN C. EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $52K |
| STEVEN LENHART EIN 20-0859748 | Other fees Service code 99 | — | $42K |
| MCGAFFE, TRACY EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $40K |
| POLSINELLI, SAMANTHA J. EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $38K |
| RANFT, STEPHEN EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $36K |
| BRUNER CORPORATION EIN 31-4424925 | Other fees Service code 99 | — | $31K |
| HELMICK, JUSTIN S. EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $30K |
| CAMERON, JODY EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $28K |
| BAKER, DOUGLAS H. EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $27K |
| EBBELER, SUSAN EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $26K |
| STRATEGIC CAPITAL INVESTMENT EIN 36-4268991 | Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $25K |
| PULLINS, KIM EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $23K |
| GLENN, AMANDA EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $23K |
| WILSON, TRACIE L. EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $21K |
| MARTIN, SUSAN EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $20K |
| HYLANT GROUP EIN 34-1880366 | Other insurance fees and expenses Service code 73 | — | $19K |
| ZUNIGA, KAITLYN A. EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $19K |
| HEITKAMP, JAMES EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $18K |
| JP MORGAN EIN 31-4148768 | Investment advisory (participants) Service code 26 | — | $17K |
| MCCLINTOCK, SHERYLINDA EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $17K |
| ZUNIGA, JACOB EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $16K |
| KLEMENS, MEGAN EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $16K |
| GORDON, TERRY L. EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $16K |
| HOWARD, STACEY J. EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $15K |
| HANNA, MELISSA EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $15K |
| ORRAND, RAY EIN 31-4446857 | Other fees Service code 99 | — | $15K |
| MCELFRESH, MICHELLE EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $14K |
| PRESORT AMERICA | Other fees Service code 99 | 4227 WILLIAMS ROAD GROVEPORT, OH 43125 | $14K |
| ENVIRONMENTAL MANAGEMENT EIN 31-1386050 | Other fees Service code 99 | — | $13K |
| CRAIG, ANGELA EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $12K |
| GERSPER, TARA EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $11K |
| MANTELL, MARJORIE EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $8K |
| BLACKROCK EIN 94-0288125 | Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $8K |
| EXECUTIVE MAILING SOLUTIONS, LLC | Other fees Service code 99 | 2624 JOHNSTOWN ROAD COLUMBUS, OH 43219 | $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 | 8,601 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4,094 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 12,695 | 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.