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 |
|---|---|---|---|
| TIC INTERNATIOANL CORPORATION EIN 13-2600875 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $100K |
| STEFANSKY, HOLLOWAY, NICHOLS EIN 38-2388845 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $53K |
| SACHS WALDMAN, P.C. EIN 38-1905521 PROVIDE SERVICE TO LOCALS | Legal; Direct payment from the plan Service code 29 | — | $44K |
| COMERICA BANK EIN 38-0477375 NONE | Other investment fees and expenses; Securities brokerage commissions and fees; Custodial (securities); Direct payment from the plan Service code 19 | — | $36K |
| PIER CAPITAL, LLC EIN 51-0409051 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $31K |
| MORGAN STANLEY SMITH BARNEY EIN 11-2418191 NONE | Securities brokerage commissions and fees; Investment advisory (plan); Direct payment from the plan Service code 27 | — | $29K |
| BOSTON COMPANY EIN 04-3404987 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $28K |
| UNITED ACTUARIAL SERVICES EIN 35-2156428 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $27K |
| RENAISSANCE INVESTMENT TRUST EIN 31-1448100 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $25K |
| NWQ ASSET MANAGEMENT CO EIN 41-0875103 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $22K |
| BRANDYWINE ASSET MANAMENT CO. EIN 51-0294065 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $18K |
| CONGRESS ASSET MANAGEMENT CO. EIN 04-2848965 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $18K |
| BENDA, GRACE, STULZ & COMPANY, P.C. EIN 38-2284921 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $16K |
| NUVEEN ASSET MANAGEMENT EIN 27-4357327 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $15K |
| ERMAN, TEICHER, MILLER, ZUCKER EIN 34-1468534 NONE | Legal; Direct payment from the plan Service code 29 | — | $10K |
| JP MORGAN CHASE EIN 13-4994650 NONE | Custodial (other than securities); Direct payment from the plan Service code 18 | — | $8K |
| AMERICAN GRAPHICS PRINTING CO. NONE | Copying and duplicating; Direct payment from the plan Service code 36 | 34895 GROESBECK HWY CLINTON TOWNSHIP, MI 48035 | $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 | 480 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 293 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 222 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 100 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 1,095 | 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.