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 |
|---|---|---|---|
| AON INVESTMENTS USA INC EIN 36-3109431 CONSULTANT | Consulting (general); Valuation (appraisals, etc.); Direct payment from the plan; Consulting fees; Investment advisory (plan) Service code 16 | — | $349K |
| NORTHERN TRUST EIN 36-1561860 TRUSTEE | Other fees; Float revenue; Trustee (bank, trust company, or similar financial institution); Other services; Investment management; Custodial (securities); Shareholder servicing fees Service code 19 | — | $303K |
| CLARION PARTNERS, LLD EIN 13-3379970 CONSULTANT | Consulting fees; Investment advisory (plan); Consulting (general); Direct payment from the plan Service code 16 | — | $146K |
| EARNEST PARTNERS EIN 58-2386669 CONSULTANT | Consulting fees; Direct payment from the plan; Consulting (general); Investment advisory (plan) Service code 16 | — | $104K |
| LOOMIS EIN 20-8080381 INVESTMENT | Investment management fees paid directly by plan; Investment management Service code 28 | — | $81K |
| PIMCO EIN 33-0629048 INVESTMENT | Investment management fees paid directly by plan; Investment management Service code 28 | — | $65K |
| METLIFE INVESTMENT MGMT HOLDINGS EIN 82-2405817 CONSULTANT | Consulting fees; Direct payment from the plan; Consulting (general); Investment advisory (plan) Service code 16 | — | $54K |
| STATE STREET RESEARCH & MGMT EIN 13-3142135 CONSULTANT | Direct payment from the plan; Investment advisory (plan); Consulting (general); Consulting fees Service code 16 | — | $37K |
| FRANKLIN TEMPLETON EIN 94-3411725 INVESTMENT | Investment management fees paid directly by plan; Investment management Service code 28 | — | $25K |
| DELOITTE TAX EIN 86-1065772 CONSULTANT | Consulting (general); Consulting fees; Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $14K |
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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,111 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,111 | 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.