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 |
|---|---|---|---|
| MARQUETTE ASSOCIATES, INC. NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | 18900 N. LASALLE STE 3500 CHICAGO, IL 60601 | $70K |
| TIC MIDWEST NONE | Direct payment from the plan; Participant communication; Accounting (including auditing); Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 10 | 11590 NORTH MERIDIAN ST CARMEL, IN 46032 | $62K |
| WATKINS PAWLICK CALATI & PRIFTI PC EIN 83-2893229 NONE | Legal; Direct payment from the plan Service code 29 | — | $29K |
| COMERICA BANK EIN 38-0477375 NONE | Investment management fees paid directly by plan; Custodial (securities) Service code 19 | — | $28K |
| UNITED ACTUARIAL SERVICES EIN 35-2156428 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $25K |
| BENDA, GRACE, STULZ & COMPANY, P.C. EIN 38-2284921 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $24K |
| STEFANSKY HOLOWAY & NICHOLS, INC. EIN 38-2388845 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $17K |
| TIC INTERNAIONAL CORPORATION EIN 13-2600875 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Accounting (including auditing); Direct payment from the plan; Participant communication Service code 10 | — | $14K |
| TRADE SOLUTIONS NONE | Direct payment from the plan; Copying and duplicating Service code 36 | P.O. BOX 1318 CLARKSTON, MI 48347 | $6K |
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 | 426 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 412 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 570 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 110 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 1,518 | 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.