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 |
|---|---|---|---|
| ANTHEM BENEFIT ADMINISTRATOR EIN 35-0781558 NONE | Claims processing Service code 12 | 220 VIRGINIA AVENUE INDIANAPOLIS, IN 46204 | $2.0M |
| MED-CARE MANAGEMENT INC EIN 88-0429522 NONE | Other services Service code 49 | 2090 PALM BEACH LAKES BLVD SUITE 900 WEST PALM BEACH, FL 33409 | $146K |
| RREEF AMERICA LLC EIN 58-2364506 NONE | Investment management Service code 28 | 875 NORTH MICHIGAN CHICAGO, IL 60611 | $114K |
| CHERYL COTTRELL EIN 35-0917610 EMPLOYEE | Employee (plan) Service code 30 | 1100 POPLAR STREET TERRE HAUTE, IN 47807 | $97K |
| BEACH POINT LOAN FUND LP EIN 13-4297167 NONE | Investment management Service code 28 | 1620 26TH STREET SANTA MONICA, CA 90404 | $83K |
| ZIEGLER CAPITAL MANAGEMENT EIN 27-2347077 NONE | Investment advisory (plan) Service code 27 | ONE FINANCIAL PLAZA 501 NORTH BROADWAY ST LOUIS, MO 63102 | $74K |
| DAWN KASEMEYER EIN 35-0917610 EMPLOYEE | Employee (plan) Service code 30 | 1100 POPLAR STREET TERRE HAUTE, IN 47807 | $69K |
| THE SEGAL COMPANY EIN 13-1975125 NONE | Actuarial Service code 11 | 101 NORTH WACKER DRIVE SUITE 500 CHICAGO, IL 60606 | $66K |
| NATIONAL HEALTH BENEFIT CORPORATION EIN 88-0496272 NONE | Other services Service code 49 | 17851 N 85TH STREET SUITE 105 SCOTTSDALE, AZ 85255 | $64K |
| MICHELLE DRAPER EIN 35-0917610 EMPLOYEE | Employee (plan) Service code 30 | 1100 POPLAR STREET TERRE HAUTE, IN 47807 | $56K |
| MARQUETTE ASSOCIATES EIN 36-3485298 NONE | Investment advisory (plan) Service code 27 | 180 NORTH LASALLE STREET SUITE 3500 CHICAGO, IL 60601 | $49K |
| KATRICIA HELTON EIN 35-0917610 EMPLOYEE | Employee (plan) Service code 30 | 1100 POPLAR STREET TERRE HAUTE, IN 47807 | $46K |
| JENNIFER VAUTERS EIN 35-0917610 EMPLOYEE | Employee (plan) Service code 30 | 1100 POPLAR STREET TERRE HAUTE, IN 47807 | $46K |
| DEBRA MCCOWEN EIN 35-0917610 EMPLOYEE | Employee (plan) Service code 30 | 1100 POPLAR STREET TERRE HAUTE, IN 47807 | $44K |
| JACQUELINE ELLINGER EIN 35-0917610 EMPLOYEE | Employee (plan) Service code 30 | 1100 POPLAR STREET TERRE HAUTE, IN 47807 | $42K |
| PAMELA MATHERLY EIN 35-0917610 EMPLOYEE | Employee (plan) Service code 30 | 1100 POPLAR STREET TERRE HAUTE, IN 47807 | $42K |
| JAMIE BUNCH EIN 35-0917610 EMPLOYEE | Employee (plan) Service code 30 | 1100 POPLAR STREET TERRE HAUTE, IN 47807 | $41K |
| ASHLEY LEE EIN 35-0917610 EMPLOYEE | Employee (plan) Service code 30 | 1100 POPLAR STREET TERRE HAUTE, IN 47807 | $41K |
| KATHY MCCOWEN EIN 35-0917610 EMPLOYEE | Employee (plan) Service code 30 | 1100 POPLAR STREET TERRE HAUTE, IN 47807 | $41K |
| SACKRIDER & COMPANY, INC. EIN 35-1327464 NONE | Accounting (including auditing) Service code 10 | 1925 WABASH AVENUE TERRE HAUTE, IN 47807 | $34K |
| LEANN MALONE EIN 35-0917610 EMPLOYEE | Employee (plan) Service code 30 | 1100 POPLAR STREET TERRE HAUTE, IN 47807 | $24K |
| FIRST FINANCIAL BANK EIN 35-0704860 NONE | Custodial (securities) Service code 19 | PO BOX 2122 TERRE HAUTE, IN 47802 | $23K |
| HARVEY & STUCKEL EIN 37-1064984 NONE | Legal Service code 29 | 101 SW ADAMS STREET PEORIA, IL 61602 | $18K |
| CLIFTON LARSON ALLEN EIN 37-0802863 NONE | Accounting (including auditing) Service code 10 | 301 SW ADAMS STREET SUITE 900 PO BOX 1835 PEORIA, IL 61656 | $15K |
| WRIGHT SHAGLEY & LOWERY EIN 35-1388024 NONE | Legal Service code 29 | 500 OHIO STREET TERRE HAUTE, IN 47807 | $9K |
| ROMOLO ASSOCIATES EIN 37-1077733 NONE | Accounting (including auditing) Service code 10 | 1700 W LUTHY DRIVE PEORIA, IL 61615 | $7K |
| FILLENWARTH & DENNERLINE EIN 35-1091323 NONE | Legal Service code 29 | 429 E VERMONT STREET SUITE 200 INDIANAPOLIS, IN 46202 | $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 | 4,035 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,342 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 0 | 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.