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 |
|---|---|---|---|
| SOUTHWEST SERVICE ADMINISTRATORS EIN 86-0785790 NONE | Contract Administrator; Direct payment from the plan; Other fees; Claims processing Service code 12 | — | $176K |
| MILLER KAPLAN ARASE LLP EIN 95-2036255 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $20K |
| PRINCE, YEATES & GELDZAHER NONE | Legal; Direct payment from the plan Service code 29 | 15 W SOUTH TEMPLE STE 1700 SALT LAKE CITY, UT 84101 | $18K |
| RON ROY AND ASSOCIATES EIN 87-0429084 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $17K |
| MORGAN STANLEY EIN 36-3145972 NONE | Direct payment from the plan; Custodial (securities) Service code 19 | — | $16K |
| WISE NETWORK EIN 20-3082496 NONE | Other fees; Direct payment from the plan Service code 50 | — | $11K |
| AMERICAN HEALTH GROUP NONE | Direct payment from the plan; Other fees Service code 50 | 2152 S VINEYARD MESA, AZ 85210 | $9K |
| DENVER MANAGEMENT ADVISORS, INC. NONE | Direct payment from the plan; Consulting (general) Service code 16 | 2825 E COTTONWOOD PKWY STE 500 SALT LAKE CITY, UT 84121 | $9K |
| PATIENT'S CARE PARTNERSHIP EIN 86-1005647 NONE | Direct payment from the plan; Other fees Service code 50 | — | $8K |
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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 505 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 0 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 505 | 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.