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 |
|---|---|---|---|
| AMERICAN ALTERNATIVE INSURANCE CORP | Float revenue; Insurance services Service code 23 | 555 COLLEGE RD E 609-951-8295 PRINCETON, NJ 08540 | $643K |
| EBSO, INC | Contract Administrator; Consulting (general); Other fees; Claims processing Service code 12 | 7020 N PORT WASHINGTON RD #206 414-365-4600 MILWAUKEE, WI 53217 | $384K |
| 40 SQUARE COOPERATIVE SOLUTIONS PLAN SPONSOR | Other fees Service code 99 | 8011 34TH AVE S SUITE 148 844-205-9579 BLOOMINGTON, MN 55425 | $260K |
| ALITHIAS | Claims processing Service code 12 | 1101 N MARKET ST 855-843-8783 MILWAUKEE, WI 53202 | $77K |
| WINDSOR STRATEGY PARTNERS | Actuarial Service code 11 | 777 ALEXANDER RD SUITE 201 609-275-6550 PRINCETON, NJ 08540 | $45K |
| PREFERREDONE | Other services Service code 49 | 6105 GOLDEN HILLS DR 763-847-4477 GOLDEN VALLEY, MN 55416 | $38K |
| SMART DATA SOLUTIONS | Other services Service code 49 | 960 BLUE GENTIAN RD 651-894-6400 EAGAN, MN 55121 | $38K |
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 | 492 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 492 | 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."
Multiple-employer welfare arrangement. Specific regulatory and compliance context; specific consultant niche.