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 |
|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY, LLC EIN 26-4310632 NONE | Investment advisory (plan) Service code 27 | — | $497K |
| EAGLE CAPITAL MANAGEMENT, LLC EIN 22-3361201 NONE | Investment management Service code 28 | — | $243K |
| BENESYS, INC. EIN 38-2383171 NONE | Contract Administrator Service code 13 | — | $233K |
| SEIZERT CAPITAL PARTNERS EIN 38-3553488 NONE | Investment management Service code 28 | — | $183K |
| EARNEST PARTNERS, LLC EIN 58-2386669 NONE | Investment management Service code 28 | — | $168K |
| VICTORY CAPITAL MANAGEMENT EIN 13-2700161 NONE | Investment management Service code 28 | — | $120K |
| LORD ABBETT & CO, LLC EIN 13-5620131 NONE | Investment management Service code 28 | — | $96K |
| METROPOLITAN WEST ASSET MGMT, LLC EIN 95-3703295 NONE | Investment management Service code 28 | — | $95K |
| CENTERSQUARE INVESMENT MGMT, INC. EIN 23-2817243 NONE | Investment management Service code 28 | — | $86K |
| SACHS WALDMAN PROFESSIONAL CORP. EIN 38-1905521 NONE | Legal Service code 29 | — | $81K |
| AMI ASSET MANAGEMENT CORPORATION EIN 95-4446454 NONE | Investment management Service code 28 | — | $58K |
| PLANTE & MORAN, PLLC EIN 38-1357951 NONE | Accounting (including auditing) Service code 10 | — | $48K |
| UNITED ACTUARIAL SERVICES, INC. EIN 35-2156428 NONE | Actuarial Service code 11 | — | $47K |
| CAMBIAR INVESTORS, LLC EIN 84-1596610 NONE | Investment management Service code 28 | — | $44K |
| COMERICA BANK EIN 42-1741646 NONE | Custodial (other than securities) Service code 18 | — | $36K |
| HGK ASSET MANAGEMENT, INC. EIN 52-1296988 NONE | Investment management Service code 28 | — | $36K |
| BOYD WATTERSON ASSET MANAGEMENT LLC EIN 34-1922005 NONE | Investment management Service code 28 | — | $30K |
| STEFANSKY, HOLLOWAY & NICHOLS, INC. EIN 38-2383171 NONE | Accounting (including auditing) Service code 10 | — | $28K |
| INVESCO NATIONAL TRUST COMPANY EIN 84-0591534 NONE | Investment management Service code 28 | — | $25K |
| MERRILL LYNCH, PIERCE FENNER SMITH EIN 13-5674085 NONE | Investment management Service code 28 | — | $21K |
| THE PNC FINANCIAL SERVICES GROUP NONE | Custodial (other than securities) Service code 18 | 755 WEST BIG BEAVER, 24 TROY, MI 48044 | $13K |
| AMERICAN GRAPHICS PRINTING CO EIN 38-2090931 NONE | Copying and duplicating Service code 36 | — | $11K |
| ERMAN, TEICHER, ZUCKER, FREEDMAN PC EIN 38-1468534 NONE | Legal Service code 29 | — | $9K |
| CLEARBRIDGE INVESTMENTS NONE | Investment management Service code 28 | 620 8TH AVENUE 48 NEW YORK, NY 10018 | $0 |
| LAZARD ASSET MANAGEMENT NONE | Investment management Service code 28 | 222 BERKELEY STREET BOSTON, MA 02116 | $0 |
| MACQUEEN & ASSOCIATES, LLC EIN 20-0495393 NONE | Insurance agents and brokers Service code 22 | — | $0 |
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 | 1,070 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,233 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 445 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 600 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 3,348 | 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.