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 | Claims processing; Recordkeeping fees; Direct payment from the plan Service code 12 | — | $3.7M |
| HEALTHSMART BENEFIT SOLUTIONS EIN 36-4099199 | Direct payment from the plan; Claims processing Service code 12 | — | $2.6M |
| NYSUT MEMBER BENEFITS TRUST EIN 22-2480854 | Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $1.5M |
| STACEY BRAUN ASSOCIATES, INC EIN 13-2889432 | Investment advisory (plan); Direct payment from the plan; Soft dollars commissions Service code 27 | — | $417K |
| SEGAL EIN 13-1835864 | Actuarial; Direct payment from the plan; Consulting (general) Service code 11 | — | $64K |
| MEYER, SUOZZI, ENGLISH & KLEIN P.C. EIN 11-2340639 | Legal; Direct payment from the plan Service code 29 | — | $59K |
| BUCHBINDER TUNICK & COMPANY LLP EIN 13-1578842 | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $37K |
| PJ GREEN INC. EIN 16-0983758 | Copying and duplicating; Participant communication; Direct payment from the plan Service code 36 | — | $36K |
| SEGAL MARCO ADVISORS EIN 13-2646110 | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $26K |
| OPPENHEIMER & CO. INC. EIN 13-5657518 | Direct payment from the plan; Investment advisory (plan); Securities brokerage commissions and fees Service code 27 | — | $22K |
| BENCHEMARK PRINTING EIN 14-1667467 | Direct payment from the plan; Copying and duplicating; Participant communication Service code 36 | — | $9K |
| BLITMAN & KING LLP EIN 16-1047304 | Legal; Direct payment from the plan Service code 29 | — | $9K |
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 | 24,290 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 34,647 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 58,937 | 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.