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 |
|---|---|---|---|
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $41K |
| A&A DRUG CO. INC. DBA SAV-RX EIN 47-0527013 NONE | Direct payment from the plan; Claims processing; Insurance services Service code 12 | — | $36K |
| THE SEGAL COMPANY EIN 13-1975125 NONE | Direct payment from the plan; Consulting (general); Actuarial Service code 11 | — | $28K |
| CHRISTINA HERNANDEZ EIN 51-6051034 EMPLOYEE | Employee (plan) Service code 30 | — | $27K |
| JAY SMITH EIN 51-6051034 EMPLOYEE | Plan Administrator; Employee (plan) Service code 14 | — | $26K |
| ASHER, GITTLER & D'ALBA, LTD. EIN 36-2786883 NONE | Legal; Direct payment from the plan Service code 29 | — | $16K |
| INVESTMENT CONSULTING SERVICES, LLC EIN 32-0016703 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $14K |
| RYAN LABS ASSET MANAGEMENT NONE | Investment management; Investment management fees paid directly by plan Service code 28 | 500 FIFTH AVENUE, SUITE 2520 NEW YORK, NY 10110 | $9K |
| STEWART C. MILLER & CO., INC. EIN 35-1820020 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing Service code 12 | — | $7K |
| PB FUND.COM NONE | Other services; Direct payment from the plan; Consulting (general) Service code 16 | — | $6K |
| J.P. MORGAN CHASE EIN 13-4994650 NONE | Direct payment from the plan; Other services Service code 49 | — | $6K |
| JBM COMPUTER CONSULTANTS, INC. EIN 16-1173118 NONE | Direct payment from the plan; Consulting (general); Other services Service code 16 | — | $5K |
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 | 940 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 34 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 974 | 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.