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 |
|---|---|---|---|
| ANGELIQUE NEW EIN 34-1031303 EMPLOYEE OF RELATED ORG | Other fees Service code 99 | — | $75K |
| JOSEPH D SOLITO EIN 34-1031303 EMPLOYEE OF RELATED ORG | Other fees Service code 99 | — | $44K |
| CLEARSTEAD ADVISORS LLC EIN 34-1597728 INVESTMENT ADVISOR | Investment advisory (plan) Service code 27 | — | $26K |
| GREGORY F HALE EIN 34-1031303 EMPLOYEE OF RELATED ORG | Other fees Service code 99 | — | $24K |
| STEVE M WHITE EIN 34-1031303 EMPLOYEE OF RELATED ORG | Other fees Service code 99 | — | $24K |
| CHRISTIAN W FLY EIN 34-1031303 EMPLOYEE OF RELATED ORG | Other fees Service code 99 | — | $17K |
| ERISA ADVISORY GROUP EIN 45-2841488 CONSULTING SERVICE | Consulting (general) Service code 16 | — | $13K |
| CALIBRE CPA GROUP PLLC EIN 47-0900880 AUDITOR | Accounting (including auditing) Service code 10 | — | $13K |
| CHARLES SKIDMORE EIN 34-1031303 EMPLOYEE OF RELATED ORG | Other fees Service code 99 | — | $12K |
| SEGAL SELECT INSURANCE SERVICES INC EIN 46-0619194 INSURANCE BROKER | Insurance agents and brokers Service code 22 | — | $12K |
| SLEVIN & HART PC EIN 52-1708613 LEGAL ADVISOR | Legal Service code 29 | — | $8K |
| CHRISTOPHER S BOUDOIN EIN 34-1031303 EMPLOYEE OF RELATED ORG | Other fees Service code 99 | — | $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 | 13,092 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 13,092 | 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.