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 |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD EIN 36-1236610 NONE | Claims processing Service code 12 | — | $4.2M |
| MEDICAL COST MANAGEMENT CORP. EIN 36-3445315 NONE | Claims processing Service code 12 | — | $302K |
| BANSLEY & KIENER LLP EIN 36-2152389 SEE STMT. (1) | Accounting (including auditing) Service code 10 | — | $104K |
| MILLIMAN, INC EIN 91-0675641 SEE STMT. (2) | Actuarial Service code 11 | — | $89K |
| ANTHONY IORI EIN 36-2376645 SEE STMT. (1) | Employee (plan) Service code 30 | — | $82K |
| ZACKS INVESTMENT MANAGEMENT EIN 36-3792197 NONE | Investment management Service code 28 | — | $73K |
| JOHN F. WARD, ATTORNEY AT LAW, LTD EIN 30-0482971 SEE STMT. (1) | Legal Service code 29 | — | $70K |
| BUCHBINDER TUNICK & CO. LLP EIN 13-1578842 SEE STMT. (1) | Accounting (including auditing) Service code 10 | — | $67K |
| BASYS INC. EIN 52-1796473 SEE STMT. (2) | Other fees Service code 99 | — | $59K |
| PREMIER HEALTHCARE EXCHANGE, INC. EIN 86-1040704 NONE | Other fees Service code 99 | — | $57K |
| LYNETTE S. TIPTON EIN 36-2376645 NONE | Employee (plan) Service code 30 | — | $56K |
| SONIA RIOS EIN 36-2376645 NONE | Employee (plan) Service code 30 | — | $46K |
| DAISY M. SERRANO CRUZ EIN 36-2376645 NONE | Employee (plan) Service code 30 | — | $37K |
| M.D. SASS ASSOCIATES INC. EIN 13-2704843 NONE | Investment management Service code 28 | — | $32K |
| CAROLINE CONSTANTINO EIN 36-2376645 NONE | Employee (plan) Service code 30 | — | $32K |
| EMDEON EIN 20-5591816 NONE | Other fees Service code 99 | — | $32K |
| NYDIA ORTIZ EIN 36-2376645 NONE | Employee (plan) Service code 30 | — | $30K |
| AMALGAMATED INVESTMENT MANAGER EIN 36-0721895 NONE | Investment management Service code 28 | — | $29K |
| MARIBEL CRUZ EIN 36-2376645 NONE | Employee (plan) Service code 30 | — | $27K |
| INVESTMENT PERFORMANCE SERVICES LLC EIN 58-2432390 SEE STMT. (2) | Investment advisory (plan) Service code 27 | — | $26K |
| GRACE MERZ EIN 36-2376645 NONE | Employee (plan) Service code 30 | — | $25K |
| EVERACTIVE SOLUTIONS EIN 27-0988892 SEE STMT. (2) | Consulting (general) Service code 16 | — | $24K |
| COLUMBIA PARTNERS LLC INVT MGMT EIN 52-1940739 NONE | Investment management Service code 28 | — | $17K |
| U.S. BANK EIN 31-0841368 SEE STMT. (1) | Custodial (securities) Service code 19 | — | $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 | 8,704 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 47 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 8,751 | 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.