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; Plan Administrator Service code 14 | — | $79K |
| PLANTE & MORAN, PLLC EIN 38-1357951 NONE KNOWN | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $24K |
| STEFANSKY, HOLLOWAY & NICHOLS, INC. EIN 38-2388845 NONE KNOWN | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $17K |
| JPMORGAN CHASE BANK, N.A. EIN 13-4994650 NONE KNOWN | Float revenue; Custodial (other than securities); Direct payment from the plan; Custodial (securities) Service code 18 | — | $12K |
| SULLIVAN, WARD, ASHER & PATTON, PC EIN 38-1880608 NONE KNOWN | Legal; Direct payment from the plan Service code 29 | — | $10K |
| FINKEL, WHITEFIELD, SELIK EIN 38-2529039 NONE KNOWN | Legal; Direct payment from the plan Service code 29 | — | $6K |
| JEFFREY M. LESSER, P.C. EIN 38-3033865 NONE KNOWN | Legal; Direct payment from the plan Service code 29 | — | $6K |
| THE BANK OF NEW YORK MELLON EIN 13-5160382 NONE KNOWN | Custodial (securities); Float revenue; Trustee (bank, trust company, or similar financial institution); Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Shareholder servicing fees; Direct payment from the plan; Investment management Service code 19 | — | $3K |
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 | 5,452 | 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) | 5,452 | 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.