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 |
|---|---|---|---|
| GALLAGHER BENEFIT SERVICES INC. EIN 36-4291971 PLAN ADMINISTRATOR | Plan Administrator; Direct payment from the plan Service code 14 | 2850 GOLF ROAD ROLLING MEADOWS, IL 60008 | $190K |
| RBC WEALTH MANAGEMENT EIN 41-1416330 N/A | Direct payment from the plan; Investment management Service code 28 | 60 SOUTH 6TH STREET MAILSTOP P09 MINNEAPOLIS, MN 55402 | $75K |
| WEINBERG ROGER & ROSENFELD EIN 94-2458080 N/A | Direct payment from the plan; Legal Service code 29 | 1001 MARINA VILLAGE PARKWAY 200 ALAMEDA, CA 945016430 | $39K |
| MOSS ADAMS LLP EIN 91-0189318 N/A | Accounting (including auditing); Direct payment from the plan Service code 10 | 4747 EXECUTIVE DRIVE 1300 SAN DIEGO, CA 92121 | $23K |
| CHARLES SCHWAB EIN 42-1558009 N/A | Investment management; Direct payment from the plan Service code 28 | 211 MAIN STREET 14TH FLOOR SAN FRANCISCO, CA 94105 | $12K |
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 | 1,038 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 793 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 273 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,104 | 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.