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 |
|---|---|---|---|
| MERRILL LYNCH NONE | Investment management; Investment management fees paid directly by plan Service code 28 | WORLD FINANCIAL CENTER 220 VESEY STREET NEW YORK, NY 10281 | $247K |
| BLUE CROSS AND BLUE SHIELD EIN 48-0952857 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $224K |
| BENEFITS EXPRESS NONE | Direct payment from the plan Service code 50 | 1700 E GOLF RD #600 SCHAUMBURG, IL 60173 | $192K |
| UNITED HEATHCARE EIN 36-2739571 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $179K |
| WILLIS TOWERS WATSON EIN 26-0775680 NONE | Direct payment from the plan; Insurance services Service code 23 | — | $133K |
| EAGLE ASSET MANAGEMENT NONE | Investment management; Investment management fees paid directly by plan Service code 28 | 880 CARILLON PARKWAY ST ST. PETERSBURG, FL 33716 | $88K |
| ENERGY INSURANCE SERVICES NONE | Direct payment from the plan Service code 50 | 3000 BAYPORT DRIVE, SUITE 550 TAMPA, FL 33607 | $78K |
| BKD, LLP EIN 44-0160260 NONE | Direct payment from the plan; Other services; Accounting (including auditing) Service code 10 | — | $76K |
| US BANK EIN 31-0841368 NONE | Custodial (other than securities); Direct payment from the plan Service code 18 | — | $50K |
| CAREMARK EIN 61-1617506 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $25K |
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 | 2,426 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,426 | 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.