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 |
|---|---|---|---|
| COHEN & STEERS NONE | Investment management; Investment management fees paid indirectly by plan Service code 28 | 280 PARK AVE, 10TH FLOOR NEW YORK, NY 10017 | $175K |
| BENESYS, INC. EIN 38-2383171 NONE | Participant communication; Recordkeeping and information management (computing, tabulating, data processing, etc.); Copying and duplicating; Contract Administrator; Direct payment from the plan; Other services; Plan Administrator Service code 13 | — | $58K |
| MORGAN STANLEY SMITH BARNEY, LLC EIN 26-4310632 NONE | Securities brokerage; Investment management fees paid directly by plan; Custodial (securities); Direct payment from the plan Service code 19 | — | $42K |
| THE SEGAL COMPANY EIN 13-1975125 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $15K |
| SHEET METAL WORKERS LOCAL NO. 80 EIN 38-1720794 SETTLOR | Direct payment from the plan; Other services Service code 49 | — | $12K |
| BENDA, GRACE, STULZ & COMPANY EIN 38-2284921 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $12K |
| WATKINS, PAWLICK, CALATI & PRIFTI EIN 83-2893229 NONE | Direct payment from the plan; Legal Service code 29 | — | $8K |
| ALLSPRING GLOBAL INVESTMENTS NONE | Investment management; Investment management fees paid indirectly by plan Service code 28 | 1415 VANTAGE PARK DR CHARLOTTE, NC 28203 | $0 |
| AMUNDI PIONEER ASSET MANAGEMENT NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | 60 STATE STREET BOSTON, MA 02109 | $0 |
| ARISTOTLE FUNDS NONE | Investment management; Investment management fees paid indirectly by plan Service code 28 | 235 W GALENA STREET MILWAUKEE, WI 53212 | $0 |
| BOYD WATTERSON NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | 1801 E. 9TH STREET CLEVELAND, OH 44114 | $0 |
| CLEARBRIDGE INVESTMENTS NONE | Investment management; Investment management fees paid indirectly by plan Service code 28 | 320 EIGHT AVE, 48TH FL NEW YORK, NY 10009 | $0 |
| EARNEST PARTNERS NONE | Investment management; Investment management fees paid indirectly by plan Service code 28 | 1180 PEACHTREE STREET ATLANTA, GA 30309 | $0 |
| JOHN HANCOCK NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | 197 CLARENDON STREET BOSTON, MA 02116 | $0 |
| JPMORGAN ASSET MANAGEMENT NONE | Investment management; Investment management fees paid indirectly by plan Service code 28 | P.O. BOX 8528 BOSTON, MA 02109 | $0 |
| TORTOISE CAPITAL NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | 5901 COLLEGE BLVD, SU 400 OVERLAND PARK, KS 66211 | $0 |
| WESTERN ASSET MANAGEMENT COMPANY NONE | Investment management; Investment management fees paid indirectly by plan Service code 28 | 385 EAST COLORADO BLVD PASADENA, CA 91101 | $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 | 1,122 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,122 | 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.