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 |
|---|---|---|---|
| BENESYS, INC. EIN 38-2383171 NONE | Accounting (including auditing) Service code 10 | — | $441K |
| CHEVY CHASE TRUST COMPANY NONE | Investment management Service code 28 | 400 EAST PRATT ST STE 910 BALTIMORE, MD 212023127 | $339K |
| LOOMIS, SAYLES, & COMPANY, P.C. EIN 04-1554520 NONE | Investment management Service code 28 | — | $337K |
| LABORERS JOINT DELIQUENCY COMMITTEE EIN 38-2286296 NONE | Other services Service code 49 | — | $315K |
| MARQUETTE ASSOCIATES, INC. NONE | Investment advisory (plan) Service code 27 | 180 N LASALLE ST STE 3500 CHICAGO, IL 60601 | $257K |
| SIERRA INVESTMENT PARTNERS NONE | Investment management Service code 28 | 101 YGNACIO VALLEY RD WALNUT CREEK, CA 94596 | $143K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC NONE | Investment management Service code 28 | 6 SUBURBAN AVENUE STAMFORD, CT 06901 | $137K |
| CORTINA ASSET MANAEMENT, LLC NONE | Investment management Service code 28 | 825 N JEFFERSON, STE 400 MILWAUKEE, WI 53202 | $86K |
| UNITED ACTUARIAL SERVICES, INC. EIN 35-2156428 NONE | Custodial (securities) Service code 19 | — | $85K |
| SACHS WALDMAN PROFESSIONAL CORP. EIN 38-1905521 SEE ATTACHED | Legal Service code 29 | — | $79K |
| BARROW,HANLEY MEHWHINNEY & STRAUSS NONE | Investment management Service code 28 | 2200 ROS AVE 3100 DALLAS, TX 75201 | $50K |
| BOYD WATTERSON ASSET MGT, LLC NONE | Investment management Service code 28 | 1801 E. NORTH ST,STE 1400 CLEVELAND, OH 44114 | $50K |
| FIFTH THIRD BANK EIN 31-1051736 NONE | Custodial (securities) Service code 19 | — | $48K |
| BENDA, GRACE, STULZ & COMPANY, P.C. EIN 38-2284921 NONE | Accounting (including auditing) Service code 10 | — | $26K |
| TIC INTERNATIONAL CORPORATION EIN 13-2600875 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $24K |
| AMERICAN GRAPHICS PRINTING CO NONE | Copying and duplicating Service code 36 | 34895 GROESBECK HWY CLINTON TOWNSHIP, MI 48035 | $24K |
| PERSHING LLC NONE | Securities brokerage Service code 33 | ONE PERSHING PLAZA JERSEY CITY, NJ 07399 | $8K |
| PROXYVOTE PLUS, LLC NONE | Other services Service code 49 | P.O. BOX 2458 NORTHBROOK, IL 600652458 | $5K |
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 | 2,414 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,485 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 5,499 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 701 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 11,099 | 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.