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 |
|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS, INC. EIN 52-1590516 NONE | Recordkeeping fees; Copying and duplicating; Contract Administrator; Claims processing; Accounting (including auditing) Service code 10 | — | $2.8M |
| COMPREHENSIVE CARE SERVICES EIN 41-1427598 NONE | Claims processing Service code 12 | — | $2.4M |
| DDMN ASO LLC EIN 41-1905554 NONE | Claims processing Service code 12 | — | $291K |
| MCGRANN SHEA CARNIVAL STRAUGHN & LA EIN 41-1654544 NONE | Legal Service code 29 | — | $276K |
| UNION BANK AND TRUST COMPANY EIN 41-1267434 NONE | Custodial (securities); Account maintenance fees Service code 19 | — | $160K |
| SAND CREEK GROUP LTD. EIN 41-1776423 NONE | Claims processing Service code 12 | — | $152K |
| THE SEGAL COMPANY EIN 13-1975125 NONE | Actuarial Service code 11 | — | $117K |
| MEKETA INVESTMENT GROUP EIN 04-2659023 NONE | Non-monetary compensation; Other investment fees and expenses; Investment advisory (plan) Service code 27 | — | $105K |
| LOOMIS SAYLES TRUST COMPANY EIN 20-8080381 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $94K |
| LASERMARK, INC. EIN 41-1703180 NONE | Copying and duplicating Service code 36 | — | $91K |
| BARROW, HANLEY, MEHWINNEY & STRAUSS EIN 75-2403190 NONE | Soft dollars commissions; Investment management fees paid directly by plan; Investment management Service code 28 | — | $79K |
| A & S FINANCIAL SERVICES EIN 27-4188863 NONE | Claims processing Service code 12 | — | $64K |
| PUNCH AND ASSOCIATES INVEST MGMT EIN 82-0566501 NONE | Investment management; Soft dollars commissions; Investment management fees paid directly by plan Service code 28 | — | $61K |
| CHAMPLAIN INVESTMENT PARTNERS EIN 20-1367417 NONE | Soft dollars commissions; Investment management; Investment management fees paid directly by plan Service code 28 | — | $53K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Accounting (including auditing) Service code 10 | — | $50K |
| SOULO COMMUNICATIONS EIN 41-1851381 NONE | Participant communication Service code 38 | — | $50K |
| QUALITY RESOURCE GROUP, INC. EIN 41-1762007 NONE | Copying and duplicating Service code 36 | — | $32K |
| NORTHERN TRUST CORPORATION EIN 36-2723087 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $29K |
| STATE STREET GLOBAL ADVISORS EIN 04-1867445 NONE | Investment management; Soft dollars commissions; Investment management fees paid directly by plan; Custodial (securities) Service code 19 | — | $24K |
| MADDEN BROTHERS INC. EIN 41-0665804 NONE | Other fees Service code 99 | — | $14K |
| WHITESTAR ADVISORS, LLC EIN 03-0496641 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $13K |
| SEVEN CORNERS PRINTING EIN 41-0992291 NONE | Participant communication; Copying and duplicating Service code 36 | — | $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 | 9,846 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,845 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 11,691 | 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.