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 |
|---|---|---|---|
| FOCUS HEALTH SOLUTIONS EIN 81-2699491 PLAN SERVICE PROVIDER | Contract Administrator Service code 13 | 5080 NO 40TH ST. SUITE 360 PHOENIX, AZ 85018 | $149K |
| ESPRIT BENEFITS, LLC EIN 47-4379974 PLAN SERVICE PROVIDER | Insurance brokerage commissions and fees Service code 53 | 3001 S. 35TH ST. C10 PHOENIX, AZ 85034 | $139K |
| GERBER LIFE INSURANCE COMPANY PLAN SERVICE PROVIDER | Consulting (general) Service code 16 | 5789 WIDEWATERS PARKWAY 1ST FLOOR SYRACUSE, NY 13214 | $108K |
| ALTERNATIVE RISK MANAGEMENT, LTD EIN 36-4117971 PLAN SERVICE PROVIDER | Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator Service code 13 | 814 WEST NW HWY ARLINGTON HEIGHTS, IL 60004 | $38K |
| TALL TREE ADMINISTRATORS EIN 87-0672300 PLAN SERVICE PROVIDER | Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator Service code 13 | 11550 SOUTH 700 EAST SUITE 200 DRAPER, UT 84020 | $37K |
| MULTIPLAN, INC. EIN 13-3068979 PLAN SERVICE PROVIDER | Insurance services Service code 23 | 115 FIFTH AVENUE NEW YORK, NY 10003 | $25K |
| TRUST MANAGEMENT SERVICES EIN 46-3922133 PLAN SERVICE PROVIDER | Trustee (directed); Accounting (including auditing) Service code 10 | 1 ALMADEN BLVD SUITE 620 SAN JOSE, CA 95113 | $11K |
| TAG FINANCIAL INSTITUTIONS GROUP EIN 46-0955898 PLAN SERVICE PROVIDER | Accounting (including auditing) Service code 10 | 350 FIFTH AVENUE SUITE 4200 NEW YORK, NY 10118 | $6K |
| SHERPAA HEALTH, INC. PLAN SERVICE PROVIDER | Insurance services Service code 23 | 223 BEDFORD AVE BROOKLYN, NY 11211 | $6K |
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 | 430 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 15 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 445 | 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.