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 41-0956522 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $301K |
| CIGNA EIN 59-1031071 NONE | Direct payment from the plan; Participant communication; Named fiduciary; Non-monetary compensation; Contract Administrator; Claims processing; Other services; Float revenue Service code 12 | — | $264K |
| THE SEGAL COMPANY EIN 13-1975125 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $227K |
| ARNOLD, NEWBOLD, SOLLARS & HOLLINS EIN 43-1174269 NONE | Legal; Direct payment from the plan Service code 29 | — | $91K |
| ZIEGLER CAPITAL MANAGEMENT, LLC EIN 85-0597999 NONE | Soft dollars commissions; Investment management; Securities brokerage commissions and fees; Investment management fees paid directly by plan Service code 28 | — | $86K |
| CONSTRUCTION BENEFITS AUDIT CORP EIN 43-1244218 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $37K |
| ANDERS MINKLER HUBER HELM LLP EIN 43-0831507 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $31K |
| BMO HARRIS BANK N.A. EIN 36-2085229 NONE | Investment management fees paid directly by plan; Custodial (other than securities); Investment management; Direct payment from the plan; Finders' fees / placement fees; Distribution (12b-1) fees; Float revenue; Securities brokerage commissions and fees Service code 18 | — | $28K |
| BLUE CROSS BLUE SHIELD EIN 43-1257251 NONE | Claims processing; Non-monetary compensation; Contract Administrator; Other services; Participant communication; Float revenue; Named fiduciary; Direct payment from the plan Service code 12 | — | $19K |
| TRUHEARING NONE | Other services; Claims processing; Contract Administrator Service code 12 | 12936 S FRONTRUNNER BLVD DRAPER, UT 84020 | $14K |
| FIDUCIENT ADVISORS NONE | Investment advisory (plan) Service code 27 | 500 W MADISON ST STE 1700 CHICAGO, IL 60661 | $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 | 720 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 196 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 916 | 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. Exposed to catastrophic claims. Stop-loss sales target.