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 |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF ALABAMA EIN 63-0103830 TPA | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Insurance services; Consulting (general); Claims processing; Float revenue; Other fees Service code 12 | — | $9.1M |
| MERCER HEALTH AND BENEFITS LLC EIN 36-2668272 CONSULTING | Consulting (general); Other services Service code 16 | — | $248K |
| RIGHTCHOICE MANAGED CARE EIN 43-1674052 TPA | Contract Administrator; Direct payment from the plan; Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other fees; Insurance services; Consulting (general) Service code 12 | — | $155K |
| PERSONIX/FISERV EIN 43-1948834 INDEPENDENT PRINTING | Copying and duplicating Service code 36 | — | $77K |
| GRANT THORNTON LLP EIN 36-6055558 INDEPENDENT AUDITOR | Accounting (including auditing) Service code 10 | — | $72K |
| HEALTHLINK INC EIN 43-1364135 PPO | Other services; Plan Administrator Service code 14 | — | $58K |
| NORTHERN TRUST COMPANY EIN 36-1561860 TRUST COMPANY | Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $47K |
| ERNST & YOUNG EIN 34-6565596 CONSULTING | Consulting (general) Service code 16 | — | $33K |
| CASUALTY ACTUARIES INC EIN 45-3834890 CONSULTING | Consulting (general) Service code 16 | — | $16K |
| DELOITTE EIN 13-5133500 CONSULTING | Consulting (general) Service code 16 | — | $6K |
| BRYAN CAVE LLP EIN 43-0602162 INDEPENDENT LEGAL | Legal Service code 29 | — | $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 | 20,117 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 20,117 | 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.