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 |
|---|---|---|---|
| AITHER HEALTH, LLC EIN 84-2273042 NONE | Other insurance fees and expenses; Other services; Consulting fees; Direct payment from the plan; Participant communication Service code 38 | — | $6.4M |
| VITORI HEALTH EIN 85-4253126 NONE | Claims processing Service code 12 | — | $329K |
| CBIZ EIN 22-2769024 GENERAL AGENT | Insurance agents and brokers Service code 22 | 5959 ROCKSIDE WOODS BLVD STE 600 CLEVELAND, OH 44131 | $308K |
| AEGIS ADMINISTRATIVE SERVICES, INC. EIN 04-3701774 NONE | Contract Administrator Service code 13 | — | $272K |
| REILLY, PENNER & BENTON LLP EIN 39-0747409 NONE | Accounting (including auditing) Service code 10 | 1233 N. MAYFAIR ROAD SUITE 302 MILWAUKEE, WI 53226 | $38K |
| RBC CAPITAL NONE | Investment management Service code 28 | 200 VESEY STREET, 9TH FLOOR NEW YORK, NY 10281 | $15K |
| WILLIAM EINHORN NONE | Named fiduciary; Consulting (general) Service code 16 | 727 BUCK LANE HAVERFORD, PA 19401 | $12K |
| JACOBS BURNS ORLOVE & HERNANDEZ EIN 36-2425981 NONE | Legal Service code 29 | — | $12K |
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 | 637 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 637 | 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.