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 | — | $2.2M |
| LOOMIS, SAYLES & COMPANY | Investment management Service code 28 | ONE FINANCIAL CENTER BOSTON, MA 02111 | $344K |
| VORYS SATER SEYMOUR AND PEASE EIN 31-4333125 | Legal Service code 29 | — | $248K |
| LIFELINE SCREENING | Other fees Service code 99 | 901 SOUTH MOPAC EXPRESSWAY AUSTIN, TX 78746 | $186K |
| DAWSON RESOURCES EIN 31-0890517 | Consulting (general) Service code 16 | — | $125K |
| TOLLEY, TIMOTHY EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $69K |
| CAREMARK PRESCRIPTION SERVICE EIN 36-4268991 | Claims processing Service code 12 | — | $67K |
| WILSON, CAROL EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $61K |
| C&P ADVISORS LLC EIN 34-1322309 | Accounting (including auditing) Service code 10 | — | $57K |
| BELCHER, WANDA EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $54K |
| MCGAFFE, TRACY EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $53K |
| THE SEGAL COMPANY EIN 13-1975125 | Actuarial Service code 11 | — | $50K |
| HELMICK, JUSTIN S. EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $47K |
| CRAMER, JAMES EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $44K |
| BARKER, STACEY J. EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $38K |
| WISE, SHERRY EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $37K |
| STEVE LENHART EIN 20-0859748 | Other fees Service code 99 | — | $35K |
| ENVIRONMENTAL MANAGEMENT EIN 31-1386050 | Other fees Service code 99 | — | $30K |
| AON HEWITT INVESTMENT CONSULTING, I EIN 27-2436452 | Investment management Service code 28 | — | $30K |
| HEITKAMP, JAMES EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $28K |
| PULLINS, KIM EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $28K |
| STEVENS, VICTORIA EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $26K |
| STARKEY, DANIELLE EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $26K |
| BLUETEAM NETWORKS EIN 81-4198762 | Other fees Service code 99 | — | $26K |
| GERSPER, TARA EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $22K |
| HARRIS, MADISEN EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $22K |
| MARTIN, SUSAN EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $21K |
| ROSE, GRACE EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $19K |
| GORDON, TERRY L. EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $19K |
| SCOTT, STEPHANIE EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $18K |
| BLACKROCK EIN 94-0288125 | Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $18K |
| HANNA, MELISSA EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $18K |
| BOEHMER, AMELIA EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $16K |
| HYLANT GROUP EIN 34-1880366 | Other insurance fees and expenses Service code 73 | — | $16K |
| EBBELER, SUSAN EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $15K |
| ORRAND, RAY EIN 31-4446857 | Other fees Service code 99 | — | $15K |
| SOLTESZ, TROY EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $14K |
| GEIGER BROTHERS INC. EIN 31-0733949 | Other fees Service code 99 | — | $13K |
| JP MORGAN EIN 31-4148768 | Investment advisory (participants) Service code 26 | — | $13K |
| JORDAN, JANNITA EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $11K |
| MCCLINTOCK, SHERYLINDA EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $10K |
| OOE APPRENTICESHIP & TRAINING EIN 31-6057717 | Other fees Service code 99 | — | $9K |
| MCEVOY GEIGER MECHANICAL SERVICES | Other fees Service code 99 | 5211 TRABUE RD US COLUMBUS, OH 43228 | $8K |
| HARD FIRE SUPPRESSION INC. EIN 31-1256611 | Other fees Service code 99 | — | $7K |
| BUCKINGHAM, LAURA E. EIN 31-4446857 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $5K |
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 | 9,096 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3,693 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 12,789 | 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.