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 |
|---|---|---|---|
| MARATHON HEALTH LLC EIN 26-0103977 NONE | Claims processing Service code 12 | — | $978K |
| HEALTH CARE SERVICES CORP (BC/BS) EIN 36-1236610 NONE | Claims processing Service code 12 | — | $852K |
| EXPRESS SCRIPTS, INC EIN 43-1420563 NONE | Claims processing Service code 12 | — | $587K |
| UNION EYES EIN 83-3067276 NONE | Claims processing Service code 12 | — | $506K |
| VALENZ CARE EIN 36-4869660 NONE | Consulting (general) Service code 16 | — | $394K |
| BRIAN DOXIE EIN 36-2356062 EMPLOYEE | Employee (plan) Service code 30 | — | $183K |
| THE SEGAL COMPANY EIN 13-1975125 NONE | Actuarial Service code 11 | — | $177K |
| BAUM SIGMAN AUERBACH & NEUMAN EIN 36-2744057 NONE | Legal Service code 29 | — | $157K |
| KERRY MCMAHON EIN 36-2356062 EMPLOYEE | Employee (plan) Service code 30 | — | $134K |
| KELLIE COLLINS-TITTLE EIN 36-2356062 EMPLOYEE | Employee (plan) Service code 30 | — | $129K |
| JENNIFER WINGSTEDT EIN 36-2356062 EMPLOYEE | Employee (plan) Service code 30 | — | $123K |
| BRIDGEWAY BENEFIT TECHNOLOGIES EIN 52-1796473 NONE | Consulting (general) Service code 16 | — | $116K |
| TRUHEARING NONE | Other services Service code 49 | 12936 S. FRONTRUNNER BLVD DRAPER, UT 84020 | $81K |
| KATIE EBY EIN 36-2356062 EMPLOYEE | Employee (plan) Service code 30 | — | $78K |
| CALIBRE CPA GROUP, PLLC EIN 47-0900880 NONE | Accounting (including auditing) Service code 10 | — | $73K |
| ABSOLUTE SOLUTIONS LLC EIN 27-3584158 NONE | Claims processing Service code 12 | — | $55K |
| NATIONAL INVESTMENT SERVICES EIN 84-3937993 NONE | Direct payment from the plan; Investment advisory (plan); Other investment fees and expenses Service code 27 | — | $42K |
| JEANNIE PASTRANA EIN 36-2356062 EMPLOYEE | Employee (plan) Service code 30 | — | $38K |
| DENISE BINGHAM EIN 36-2356062 EMPLOYEE | Employee (plan) Service code 30 | — | $35K |
| MORGAN STANLEY SMITH BARNEY EIN 11-3658445 NONE | Direct payment from the plan; Other investment fees and expenses; Investment advisory (plan); Securities brokerage Service code 27 | — | $35K |
| DELTA DENTAL OF ILLINOIS EIN 36-2612058 NONE | Claims processing Service code 12 | — | $34K |
| EMPLOYEE RESOURCE SYSTEMS EIN 36-3867645 NONE | Consulting (general) Service code 16 | — | $33K |
| BOND BROTHERS EIN 36-2433269 NONE | Copying and duplicating Service code 36 | — | $32K |
| KIM GREEN EIN 36-2356062 EMPLOYEE | Employee (plan) Service code 30 | — | $25K |
| SPOT MIGRATION NONE | Consulting (general) Service code 16 | 1400 E. TOUHY AVE., STE. 262 DES PLANES, IL 60018 | $21K |
| SAGE ADVISORY SERVICES EIN 74-2798841 NONE | Investment management Service code 28 | — | $16K |
| GREEN LIGHT COST MANAGEMENT LLC EIN 45-5248276 NONE | Consulting (general) Service code 16 | — | $13K |
| EYE MED VISION CARE, LLC EIN 31-1656473 NONE | Claims processing Service code 12 | — | $7K |
| DATAMATION EIN 36-4303011 NONE | Other services Service code 49 | — | $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 | 1,315 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 711 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 2,026 | 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.