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 |
|---|---|---|---|
| GEORGES & SYNOWIECKI , LTD. EIN 36-3246372 NONE | Legal; Direct payment from the plan Service code 29 | — | $2.7M |
| ZENITH AMERICAN SOLUTIONS EIN 52-1590516 NONE | Direct payment from the plan; Plan Administrator Service code 14 | — | $135K |
| MACNELL ACCOUNTING & CONSULTING,LLP EIN 30-0510353 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $61K |
| TROUTMAN PEPPER LOCKE LLP EIN 58-0946915 NONE | Legal; Direct payment from the plan Service code 29 | — | $26K |
| CREATIVE PLANNING EIN 43-1270780 NONE | Consulting (pension); Investment management fees paid directly by plan Service code 17 | — | $20K |
| ALLIANT INSURANCE SERVICES, INC. EIN 33-0785439 NONE | Direct payment from the plan; Insurance services Service code 23 | — | $16K |
| MESIROW FINANCIAL EIN 36-3194849 NONE | Investment management fees paid directly by plan; Consulting (pension) Service code 17 | — | $12K |
| AMALGAMATED BANK OF CHICAGO EIN 36-0721895 NONE | Direct payment from the plan; Other services Service code 49 | — | $7K |
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 | 8,339 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 8,339 | 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."
No prospect flags tripped on this filing.