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 |
|---|---|---|---|
| MEDICAL MUTUAL OF OHIO EIN 34-0648820 | Claims processing; Direct payment from the plan Service code 12 | — | $3.1M |
| BENESYS EIN 38-2383171 | Contract Administrator; Direct payment from the plan Service code 13 | — | $644K |
| MEDCO CONTAINMENT LIFE INSURANCE EIN 31-0685339 | Claims processing; Direct payment from the plan Service code 12 | 100 PARSONS POND DRIVE FRANKLIN LAKES, NJ 07417 | $475K |
| CONSUMERS LIFE INSURANCE | Direct payment from the plan; Claims processing Service code 12 | P.O. BOX 951916 CLEVELAND, OH 44193 | $435K |
| DELTA DENTAL EIN 31-0685339 | Insurance services; Direct payment from the plan Service code 23 | — | $304K |
| SHUMAKER, LOOP & KENDRICK EIN 34-4439491 | Legal; Direct payment from the plan Service code 29 | — | $134K |
| BUCK CONSULTANTS EIN 04-3609853 | Direct payment from the plan; Actuarial Service code 11 | — | $125K |
| AMERICAN GRAPHICS | Direct payment from the plan; Participant communication Service code 38 | 34895 GROESBECK CLINTON TOWNSHIP, MI 48035 | $91K |
| MORGAN STANLEY EIN 91-1671384 | Investment management; Investment management fees paid directly by plan Service code 28 | — | $90K |
| CIUNI & PANICHI, INC. EIN 34-1322309 | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $74K |
| EVOLUTION1, INC | Insurance services; Direct payment from the plan Service code 23 | 5050 LINCOLN DRIVE EDINA, MN 554361054 | $69K |
| LEDBETTER, PARISI LLC EIN 03-0599899 | Legal; Direct payment from the plan Service code 29 | — | $58K |
| SAGE ADVISORY SERVICES EIN 74-2798841 | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $57K |
| KEYBANK | Investment management fees paid directly by plan; Investment management Service code 28 | 127 PUBLIC SQUARE 17TH FLOOR CLEVELAND, OH 44114 | $55K |
| PNC BANK | Investment management; Investment management fees paid directly by plan Service code 28 | 300 FIFTH AVENUE PITTSBURGH, PA 15222 | $49K |
| CLARK, SCHAEFER, HACKETT & CO EIN 31-0800053 | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $25K |
| ACCESS | Insurance services; Direct payment from the plan Service code 23 | 99 NORTH BRICE ROAD STE 360 COLUMBUS, OH 43213 | $13K |
| 1-800 BILLING | Direct payment from the plan; Other fees Service code 50 | — | $9K |
| LOUISIANA CARP HEALTH BENEFIT | Direct payment from the plan; Other fees Service code 50 | 8875 GREENWELL SPRINGS ROAD BATON ROUGE, LA 70814 | $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 | 8,244 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3,317 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 11,561 | 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.