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 |
|---|---|---|---|
| THE SEGAL COMPANY EIN 13-1975125 FUND ACTUARY | Direct payment from the plan; Insurance brokerage commissions and fees; Actuarial; Insurance agents and brokers; Consulting fees; Consulting (general) Service code 11 | — | $531K |
| BLUE CROSS BLUE SHIELD KC EIN 43-1257251 PREFERRED PROVIDER ORG | Other services; Claims processing; Direct payment from the plan Service code 12 | — | $495K |
| TIC INTERNATIONAL CORPORATION EIN 13-2600875 THIRD PARTY ADMINISTRATO | Accounting (including auditing); Direct payment from the plan; Plan Administrator Service code 10 | — | $380K |
| ARNOLD NEWBOLD WINTER JACKSON EIN 43-1174269 ATTORNEYS | Legal; Direct payment from the plan Service code 29 | — | $124K |
| LDI PHARMACY SERVICES EIN 43-0912223 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $97K |
| WADELL & REED ASSET MANAGEMENT CO EIN 48-1106973 INVESTMENT MANAGER | Investment management; Investment management fees paid directly by plan Service code 28 | — | $65K |
| CONSTRUCTION BENEFITS AUDIT CORP EIN 43-1244218 EMPLOYER AUDIT FIRM | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $37K |
| STATE STREET GLOBAL ADVISORS EIN 01-1867445 CUSTODIAN | Custodial (securities); Custodial (other than securities); Direct payment from the plan Service code 18 | — | $33K |
| RUBINBROWN, LLP EIN 43-0765316 FUND AUDITOR | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $27K |
| PREFERRED HEALTH PROFESSIONALS EIN 43-1392960 PREFEERED PROVIDER ORG | Other services; Direct payment from the plan; Claims processing Service code 12 | — | $17K |
| ULLICO CASUALTY GROUP EIN 52-2197710 INSURANCE PROVIDER | Direct payment from the plan; Other insurance fees and expenses Service code 50 | — | $13K |
| US POSTAL SERVICE EIN 41-0760000 NONE | Participant communication; Direct payment from the plan Service code 38 | — | $12K |
| COMMERCE BANK EIN 43-6334070 BANKING SERVICES | Custodial (other than securities); Direct payment from the plan Service code 18 | — | $11K |
| SEGAL ADVISORS, INC. EIN 13-2646110 INVESTMENT CONSULTING | Consulting fees; Investment advisory (plan); Direct payment from the plan Service code 27 | — | $8K |
| LEE'S PRINTING COMPANY NONE | Direct payment from the plan; Copying and duplicating Service code 36 | 804 CENTRAL AVE KANSAS CITY, KS 66101 | $7K |
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 | 1,010 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 207 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,217 | 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.