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 |
|---|---|---|---|
| WELFARE & PENSION ADMINISTRATION EIN 91-1363171 NONE | Direct payment from the plan; Accounting (including auditing); Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator Service code 10 | — | $1.2M |
| MAKETA INVESTMENT GROUP EIN 04-2659023 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $535K |
| SIERRA INVESTMETN PARTNERS, INC. EIN 90-6149946 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $443K |
| CHEIRON, INC. EIN 13-4215617 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $317K |
| EAGLE ASSET MANAGEMENT EIN 38-1971448 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $303K |
| LAZARD ASST MANAGEMENT EIN 05-0530199 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $290K |
| WILLIAM BLAIR EIN 27-6331814 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $241K |
| ABERDEEN ASSET MANAGEMENT NONE | Investment management fees paid directly by plan; Investment management Service code 28 | 1735 MARKET STREET, 32FLR PHILADELPHIA, PA 19112 | $177K |
| LOOMIS SAYES & COMPANY EIN 04-3200030 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $175K |
| MICHIGAN LABORERS FBF JDC EIN 34-2013845 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $165K |
| SEGALL BRYANT & HAMILL EIN 41-1788385 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $156K |
| DRIEHAUS CAPITAL MANAGEMENT EIN 82-6505831 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $154K |
| SYSTEMATIC FINANCIAL MANAGEMENT NONE | Investment management; Investment management fees paid directly by plan Service code 28 | 500 NEWPORT CNETER DR 700 BNEWPORT BEACH, CA 92660 | $154K |
| CLIFTONLARTSONALLEN NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | 1785 INDIAN WOOD CIRCLE MAUMEE, OH 43537 | $141K |
| DF DENT AND COMPANY, INC. EIN 52-1045317 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $129K |
| WRIGHT INVESTORS SERVICES EIN 06-0700978 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $119K |
| ASB CAPITAL MANAGEMENT EIN 80-0618452 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $117K |
| COMERICA BANK EIN 38-6222545 NONE | Direct payment from the plan; Custodial (securities) Service code 19 | — | $105K |
| WATKINS PAWLICK CALATI & PRIFTI PC EIN 83-2893229 NONE | Legal; Direct payment from the plan Service code 29 | — | $98K |
| AMALGA TRUST COMPANY EIN 36-9721895 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $77K |
| MARQUETTE ASSOCIATES NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | 1800 N. LASALLE ST 3500 CHICAGO, IL 60661 | $65K |
| PNC BANK NONE | Direct payment from the plan; Account maintenance fees; Other services Service code 49 | 222 DELAWARE AVENUE WILMINGTON, DE 19801 | $61K |
| STATE STREET GLOBAL ADVISORS EIN 04-3205013 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $55K |
| BENDA, GRACE, STULZ & COMPANY, P.C. EIN 38-2284921 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $46K |
| ROBERT W. BAIRD & COMPANY, INC. NONE | Investment management; Investment management fees paid directly by plan Service code 28 | 300 PARK ST, SUITE 240 BIRMINGHAM, MI 48009 | $31K |
| SEGAL SELECT INSURANCE SERVICES INC NONE | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | 333 WEST 34TH STREET NEW YORK, NY 100012402 | $28K |
| ROYANNE M. PHILLIPS NONE | Consulting (general); Direct payment from the plan Service code 16 | PO BOX 872566 WASILLA, AK 99687 | $9K |
| TRADE SOLUTIONS NONE | Direct payment from the plan; Copying and duplicating Service code 36 | PO BOX 1318 CLARKSTON, MI 48347 | $7K |
| TIC MIDWEST, LLC EIN 93-4217445 NONE | Direct payment from the plan; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 13 | — | $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 | 12,152 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 5,588 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 9,968 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 1,129 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 28,837 | 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.