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 |
|---|---|---|---|
| THE WAGNER LAW GROUP EIN 04-3323315 NONE | Legal; Direct payment from the plan Service code 29 | — | $52K |
| CHANDLER ASSET MANAGEMENT, INC EIN 33-0570869 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $28K |
| A.W. REHN & ASSOCIATES, INC. EIN 91-1008626 NONE | Copying and duplicating; Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant communication; Accounting (including auditing); Contract Administrator; Recordkeeping fees; Claims processing; Direct payment from the plan Service code 10 | — | $21K |
| WASHINGTON TRUST BANK EIN 91-0462347 NONE OTHER THAN CONTRACT | Direct payment from the plan; Custodial (securities) Service code 19 | — | $16K |
| ANASTASI MOORE & MARTIN PLLC EIN 20-8149084 NONE OTHER THAN CONTRACT | Accounting (including auditing) Service code 10 | — | $14K |
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 | 201 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 32 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 233 | 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.