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 |
|---|---|---|---|
| BENESYS, INC. EIN 38-2383171 NONE KNOWN | Direct payment from the plan; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant communication; Other services; Copying and duplicating Service code 13 | — | $68K |
| MORGAN STANLEY SMITH BARNEY, LLC EIN 26-4310632 NONE KNOWN | Other investment fees and expenses; Recordkeeping and information management (computing, tabulating, data processing, etc.); Investment management fees paid directly by plan; Custodial (securities); Securities brokerage; Direct payment from the plan; Investment advisory (plan); Securities brokerage commissions and fees; Other commissions; Other services; Recordkeeping fees; Other fees Service code 15 | — | $27K |
| PLANTE & MORAN, PLLC EIN 38-1357951 NONE KNOWN | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $16K |
| SACHS WALDMAN PROFESSIONAL CORP. EIN 38-1905521 NONE KNOWN | Legal; Direct payment from the plan Service code 29 | — | $8K |
| THE SEGAL COMPANY NONE KNOWN | Actuarial; Direct payment from the plan Service code 11 | P.O. BOX 4092 NEW YORK, NY 10261 | $6K |
| AMI ASSET MANAGEMENT NONE KNOWN | Investment management; Investment management fees paid indirectly by plan Service code 28 | 10866 WILSHIRE BOULEVARD SUITE 770 LOS ANGELES, CA 90024 | $0 |
| BOYD WATTERSON NONE KNOWN | Investment management; Investment management fees paid indirectly by plan Service code 28 | 1801 E. 9TH STREET SUITE 1400 CLEVELAND, OH 44114 | $0 |
| DELAWARE INVESTMENTS NONE KNOWN | Investment management fees paid indirectly by plan; Investment management Service code 28 | 2005 MARKET STREET ONE COMMERCE SQUARE PHILADELPHIA, PA 191037094 | $0 |
| EARNEST PARTNERS NONE KNOWN | Investment management fees paid indirectly by plan; Investment management Service code 28 | 1180 PEACHTREE STREET SUITE 2300 ATLANTA, GA 30309 | $0 |
| HERNDON CAPITAL MANAGEMENT NONE KNOWN | Investment management; Investment management fees paid indirectly by plan Service code 28 | 191 PEACHTREE STREET, NE SUITE 2500 ATLANTA, GA 30303 | $0 |
| INVESCO ASSET MANAGEMENT NONE KNOWN | Investment management fees paid indirectly by plan; Investment management Service code 28 | 1555 PEACHTREE STREET, N.E. SUITE 1800 ATLANTA, GA 30309 | $0 |
| JP MORGAN ASSET MANAGEMENT | Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $0 |
| JPMORGAN ASSET MANAGEMENT NONE KNOWN | Investment management fees paid indirectly by plan; Investment management Service code 28 | P.O. BOX 8528 BOSTON, MA 022668528 | $0 |
| WESTERN ASSET MANAGEMENT | Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $0 |
| WESTERN ASSET MANAGEMENT COMPANY NONE KNOWN | Investment management fees paid indirectly by plan; Investment management Service code 28 | 385 EAST COLORADO BOULEVARD PASADENA, CA 91101 | $0 |
| WINSLOW CAPITAL MANAGEMENT NONE KNOWN | Investment management; Investment management fees paid indirectly by plan Service code 28 | 4270 IDS TOWER 80 SOUTH EIGHT STREET MINNEAPOLIS, MN 55402 | $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 | 732 | 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) | 732 | 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.