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 |
|---|---|---|---|
| WILSON-MCSHANE CORPORATION EIN 41-0956552 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $189K |
| FIDUCIARY MANAGEMENT, INC. EIN 39-1346018 NONE | Investment management; Investment management fees paid indirectly by plan; Soft dollars commissions; Investment management fees paid directly by plan Service code 28 | — | $117K |
| MADISON INVESTMENT ADVISORS, LLC EIN 39-1194160 NONE | Investment management fees paid directly by plan; Soft dollars commissions; Investment management Service code 28 | — | $101K |
| SEGALL BRYANT & HAMILL EIN 41-1788385 NONE | Securities brokerage commissions and fees; Investment management fees paid indirectly by plan; Investment management; Investment management fees paid directly by plan Service code 28 | — | $89K |
| DEPRINCE, RACE & ZOLLO, INC. EIN 59-3299598 NONE | Investment management; Investment management fees paid directly by plan; Investment management fees paid indirectly by plan; Soft dollars commissions Service code 28 | — | $88K |
| HIGHTOWER ADVISORY EIN 36-4500709 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $63K |
| DEARBORN PARTNERS, LLC EIN 36-4145621 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $58K |
| QUEST INVESTMENT MANAGEMENT EIN 93-0880854 NONE | Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Soft dollars commissions; Investment management Service code 28 | — | $52K |
| GREAT LAKES ADVISORS EIN 80-0292839 NONE | Soft dollars commissions; Investment management fees paid directly by plan; Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $30K |
| US BANK EIN 31-0841368 NONE | Custodial (securities); Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Soft dollars commissions; Float revenue; Securities brokerage commissions and fees; Other investment fees and expenses Service code 19 | — | $27K |
| CLIFTONLARSONALLEN LLP EIN 41-0746749 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $17K |
| SHUMAKER, LOOP & KENDRICK EIN 34-4439491 NONE | Legal; Direct payment from the plan Service code 29 | — | $10K |
| UNITED ACTUARIAL SERVICES EIN 35-2156428 NONE | Consulting (general); Direct payment from the plan; Actuarial Service code 11 | — | $5K |
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 | 1,599 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 793 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,392 | 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.