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 |
|---|---|---|---|
| MERCER HEALTH & BENEFITS ADMIN LLC EIN 20-3640590 | Recordkeeping fees; Direct payment from the plan; Claims processing Service code 12 | — | $5.0M |
| HEALTHSMART BENEFIT SOLUTIONS EIN 36-4099199 | Claims processing; Direct payment from the plan Service code 12 | — | $3.2M |
| NYSUT MEMBER BENEFITS TRUST EIN 22-2480854 | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping fees Service code 15 | — | $1.5M |
| STACEY BRAUN ASSOCIATES, INC EIN 13-2889432 | Direct payment from the plan; Investment advisory (plan); Soft dollars commissions Service code 27 | — | $404K |
| SEGAL CONSULTING EIN 13-1835864 | Consulting (general); Direct payment from the plan; Actuarial Service code 11 | — | $140K |
| MEYER, SUOZZI, ENGLISH & KLEIN P.C. EIN 11-2340639 | Legal; Direct payment from the plan Service code 29 | — | $74K |
| BUCHBINDER TUNICK & COMPANY LLP EIN 13-1578842 | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $37K |
| PJ GREEN INC. EIN 16-0983758 | Copying and duplicating; Direct payment from the plan; Participant communication Service code 36 | — | $34K |
| OPPENHEIMER & CO. INC. | Investment advisory (plan); Direct payment from the plan; Securities brokerage commissions and fees Service code 27 | 85 BROAD STREET NEW YORK, NY 10004 | $20K |
| LYNETTE A. METZ | Consulting (general); Direct payment from the plan Service code 16 | 1258 STATE ROUTE 147 AMSTERDAM, NY 120108473 | $14K |
| MILLIMAN ADVISORS LLC EIN 91-0675641 | Direct payment from the plan; Consulting (general) Service code 16 | — | $13K |
| BLITMAN & KING LLP EIN 16-1047304 | Legal; Direct payment from the plan Service code 29 | — | $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 | 23,625 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 35,971 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 59,596 | 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."
No prospect flags tripped on this filing.