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History & trajectory Charts need 2 or more years. This plan has 5 years on file. Pro unlocks premium, premium per covered life, covered lives and carrier and broker share for every year.
See pricingSelf-funded plan with no stop-loss carrier attached. Exposed to catastrophic claims. Stop-loss sales target.
Schedule A insurance contracts: who carries the risk, for which benefits, and how many people they cover.
No insurance carriers on this filing. Self-funded health and benefits plans typically pay TPAs and PBMs through Schedule C, not Schedule A.
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 | 5 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 5 | 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."
Brokers paid through Schedule A and service providers paid through Schedule C.
No brokers reported on this filing.
No Schedule C service providers reported on this filing.
How the health and benefits plan is funded and what that means for risk.
Welfare charges, retention and retention rate (the carrier margin on this plan) are on Pro.
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5 filings · 2021 to 2025