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 |
|---|---|---|---|
| NOBLE-DAVIS CONSULTING, INC. EIN 34-1723189 THIRD PARTY ADMINISTRATOR | Contract Administrator Service code 13 | 6190 COCHRAN RD SUITE D SOLON, OH 44139 | $205K |
| CAPFINANCIAL PARTNERS, LLC EIN 26-0058143 INVESTMENT ADVISOR | Investment advisory (plan) Service code 27 | 4208 SIX FORKS RD., SUITE 1700 RALEIGH, NC 27609 | $83K |
| REA & ASSOCIATES, INC. EIN 34-1310124 AUDITOR | Accounting (including auditing) Service code 10 | 6300 ROCKSIDE RD CLEVELAND, OH 44131 | $14K |
| MID ATLANTIC TRUST COMPANY EIN 26-0010549 CUSTODIAN | Custodial (securities) Service code 19 | 1251 WATERFRONT PLACE SUITE 525 PITTSBURGH, PA 15222 | $0 |
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 | 1,192 | Currently employed and enrolled or eligible. |
| Retired/separated still eligible | 195 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 1 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 1,388 | 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.