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 |
|---|---|---|---|
| PLUMBERS LOCAL NO. 98 EIN 38-0700635 SPONSOR UNION LOCAL | Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | 555 HORACE BROWN DRIVE MADISON HEIGHTS, MI 48071 | $36K |
| BENESYS INC EIN 38-2975814 NONE | Plan Administrator Service code 14 | 700 TOWER DRIVE SUITE 300 TROY, MI 48098 | $28K |
| STRATEGIC CAPITAL INVESTMENT EIN 36-4268991 NONE | Direct payment from the plan; Other investment fees and expenses; Investment advisory (plan) Service code 27 | 720 E BUTTERFIELD RD, STE 360 LOMBARD, IL 601486015 | $13K |
| WALTER, BOESKY & ASSOCIATES PC EIN 38-3629743 NONE | Accounting (including auditing) Service code 10 | 17320 W 12 MILE RD SUITE 200 SOUTHFIELD, MI 48076 | $9K |
| SULLIVAN WARD ASHER AND PATTON PC EIN 38-1880608 NONE | Legal Service code 29 | 25800 NORTHWESTERN HIGHWAY SOUTHFIELD, MI 480751000 | $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 | 820 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 820 | 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.