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 |
|---|---|---|---|
| JOHNSTON ASSET MANAGEMENT NONE | Investment management Service code 28 | ONE LANDMARK SQUARE STAMFORD, CT 06901 | $184K |
| UNITED HEALTHCARE NONE | Claims processing; Contract Administrator Service code 12 | 1900 E. GOLF ROAD SCHAUMBERG, IL 60173 | $108K |
| TOWERS WATSON DELAWARE, INC. EIN 53-0181291 NONE | Actuarial Service code 11 | — | $101K |
| THOMPSON, SIEGEL & WALMSEY NONE | Investment management Service code 28 | 6806 PARAGON PLACE, SUITE 300 RICHMOND, VA 23230 | $66K |
| GENEVA CAPITAL MANAGEMENT, LTD. NONE | Investment management Service code 28 | 100 E. WISCONSIN AVE MILWAUKEE, WI 53202 | $62K |
| BMO HARRIS BANK NONE | Investment advisory (plan) Service code 27 | 111 E KILBOURN AVE. SUITE 200 MILWAUKEE, WI 53202 | $58K |
| NHIT CREDIT ASSET TRUST NONE | Investment management Service code 28 | ONE FINANCIAL CENTER BOSTON, MA 02111 | $40K |
| CROW HOLDINGS REALTY PARTNER VIII-A NONE | Investment management Service code 28 | 3819 MAPLE AVENUE DALLAS, TX 75219 | $33K |
| IR&M CORE BOND FUND II LLC NONE | Investment management Service code 28 | 100 FEDERAL ST 30TH FL BOSTON, MA 02110 | $32K |
| MERCER HUMAN RESOURCE CONSULTING NONE | Investment management Service code 28 | 411 E WISCONSIN MILWAUKEE, WI 53202 | $20K |
| SILVERCREST ASSET MANAGEMENT NONE | Investment management Service code 28 | 1330 AVENUE OF AMERICAS, 38TH FLOOR NEW YORK, NY 10019 | $18K |
| RHUMBLINE ADVISERS NONE | Investment management Service code 28 | 265 FRANKLIN STREET, 21ST FLOOR BOSTON, MA 02110 | $13K |
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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3,405 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 3,405 | 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.