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 |
|---|---|---|---|
| HEALTH CARE SERVICE CORPORATION EIN 36-1236610 NONE | Other fees Service code 99 | — | $1.2M |
| S. HEMBREE EIN 36-2688697 EMPLOYEE | Employee (plan) Service code 30 | — | $177K |
| THE SEGAL COMPANY, INC. EIN 13-1975125 NONE | Actuarial Service code 11 | — | $170K |
| S. CURATOLA EIN 36-2688697 EMPLOYEE | Employee (plan) Service code 30 | — | $150K |
| K. DANIELS EIN 36-2688697 EMPLOYEE | Employee (plan) Service code 30 | — | $138K |
| J. SILVA EIN 36-2688697 EMPLOYEE | Employee (plan) Service code 30 | — | $128K |
| MESIROW INSURANCE SERVICE, INC. EIN 36-3429604 NONE | Insurance brokerage commissions and fees Service code 53 | — | $116K |
| BRIDGEWAY BENEFIT TECHNOLOGIES EIN 52-1796473 NONE | Consulting (general) Service code 16 | — | $115K |
| COMPSYCH CORPORATION EIN 36-3739783 NONE | Other fees Service code 99 | — | $76K |
| J. WITT EIN 36-2688697 PLAN ADMINISTRATOR | Plan Administrator Service code 14 | — | $74K |
| SIERRA INVESTMENT PARTNERS, INC. EIN 68-0370668 NONE | Soft dollars commissions; Investment management fees paid directly by plan; Investment management Service code 28 | — | $71K |
| A. WOJCIECHOWSKI EIN 36-2688697 EMPLOYEE | Employee (plan) Service code 30 | — | $66K |
| GRAFF, BALLAUER & BLANSKI, P.C. EIN 36-3331802 NONE | Accounting (including auditing) Service code 10 | — | $59K |
| INETICO D.B.A VALENZ CARE EIN 36-4869660 NONE | Other fees Service code 99 | — | $58K |
| K. GONZALEZ EIN 36-2688697 EMPLOYEE | Employee (plan) Service code 30 | — | $58K |
| C. BOGGS EIN 36-2688697 EMPLOYEE | Employee (plan) Service code 30 | — | $55K |
| L. PALMSONE EIN 36-2688697 EMPLOYEE | Employee (plan) Service code 30 | — | $53K |
| A. MCCLURE EIN 36-2688697 EMPLOYEE | Employee (plan) Service code 30 | — | $50K |
| T. PALMER EIN 36-2688697 EMPLOYEE | Employee (plan) Service code 30 | — | $45K |
| LOOMIS SAYLES TRUST COMPANY NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $45K |
| NATIONAL COOPERATIVE RX EIN 04-3775178 NONE | Other fees Service code 99 | — | $44K |
| GLOBAL TRUST COMPANY EIN 26-3761443 NONE | Soft dollars commissions; Investment management; Investment management fees paid directly by plan Service code 28 | — | $43K |
| ZELIS PAYMENTS HOLDINGS, LLC EIN 84-3069529 NONE | Other services Service code 49 | — | $40K |
| BAUM SIGMAN AUERBACH & NEUMAN, LTD. EIN 36-2744057 NONE | Legal Service code 29 | — | $36K |
| MARQUETTE ASSOCIATES, INC. EIN 36-3485298 NONE | Investment advisory (plan) Service code 27 | — | $35K |
| J. FITZPATRICK EIN 36-2688697 EMPLOYEE | Employee (plan) Service code 30 | — | $20K |
| DENTAL NETWORK OF AMERICA EIN 36-3339483 NONE | Other fees Service code 99 | — | $19K |
| FORT WASHINGTON INVESTMENT ADVISORS EIN 31-1301863 NONE | Investment management; Soft dollars commissions; Investment management fees paid directly by plan Service code 28 | 303 BROADWAY, SUTE 1200 CINCINNATI, OH 45202 | $16K |
| B. MULLANE EIN 36-2688697 EMPLOYEE | Employee (plan) Service code 30 | — | $13K |
| FAIR HEALTH INC EIN 90-0524293 NONE | Other fees Service code 99 | — | $8K |
| ABEL NOSER CORP | Securities brokerage commissions and fees Service code 71 | ONE BATTERY PARK PLAZA NEW YORK, NY 10004 | $6K |
| SCHIELE GRAPHICS, INC. EIN 36-2430120 NONE | Copying and duplicating Service code 36 | 1880 BUSSE ROAD ELK GROVE VILLAGE, IL 60007 | $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 | 1,859 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 179 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 2,038 | 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.