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 |
|---|---|---|---|
| PLUMBERS LOCAL UNION 55 EIN 34-1269418 PLAN SPONSOR | Plan Administrator Service code 14 | — | $31K |
| CIUNI & PANICHI, INC. EIN 34-1322309 | Accounting (including auditing) Service code 10 | — | $20K |
| THE SEGAL COMPANY EIN 13-1975125 | Actuarial Service code 11 | — | $10K |
| MARINER WEALTH ADVISORS | Investment advisory (plan) Service code 27 | 2000 AUBURN DR #200 BEACHWOOD, OH 44122 | $7K |
| FAULKNER HOFFMAN & PHILLIPS LLC | Legal Service code 29 | 20445 EMERALD PKWY #210 CLEVELAND, OH 44135 | $6K |
| CONTEMPORARY ACCOUNTING LLC | Accounting (including auditing) Service code 10 | 10385 REVERE COURT CONCORD, OH 44077 | $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 | 476 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 46 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 522 | 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.