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 | Direct payment from the plan; Accounting (including auditing); Contract Administrator; Other services Service code 10 | — | $429K |
| CHEVY CHASE TRUST COMPANY NONE | Investment management; Investment management fees paid directly by plan Service code 28 | 7501 WISCONSIN AVE BETHESDA, MD 20814 | $384K |
| LOOMIS, SAYLES, & COMPANY, P.C. EIN 04-1554520 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $381K |
| LABORERS JOINT DELIQUENCY COMMITTEE EIN 38-2286296 NONE | Other services; Direct payment from the plan Service code 49 | — | $371K |
| MARQUETTE ASSOCIATES, INC. NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | 180 N LASALLE ST STE 3500 CHICAGO, IL 60601 | $257K |
| WATKINS PAWLICK CALATI & PRIFTI PC NONE | Legal; Direct payment from the plan Service code 29 | — | $62K |
| UNITED ACTUARIAL SERVICES, INC. EIN 35-2156428 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $60K |
| BOYD WATTERSON ASSET MGT, LLC EIN 34-1922005 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $52K |
| FIFTH THIRD BANK EIN 31-1051736 NONE | Custodial (securities); Direct payment from the plan Service code 19 | — | $45K |
| BENDA, GRACE, STULZ & COMPANY, P.C. EIN 38-2284921 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $29K |
| AMERICAN GRAPHICS PRINTING CO NONE | Direct payment from the plan; Copying and duplicating Service code 36 | 34895 GROESBECK HWY CLINTON TOWNSHIP, MI 48035 | $27K |
| UNION SERVICE AGENCY EIN 38-2600875 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $22K |
| TIC INTERNATIONAL CORPORATION EIN 13-2600875 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $21K |
| JP MORGAN CHASE BANK NONE | Direct payment from the plan; Account maintenance fees; Custodial (other than securities) Service code 18 | P.O. BOX 180251 COLUMBUS, OH 432182051 | $19K |
| O'SHAUGHNESSY ASSET MANAGEMENT NONE | Investment management fees paid directly by plan; Investment management Service code 28 | P.O. BOX 70280 PHILADELPHIA, PA 191760280 | $8K |
| N.C.C.M.P. NONE | Direct payment from the plan; Other services Service code 49 | 815 16TH STREET NW WASHINGTON, DC 20006 | $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 | 2,942 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,621 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 5,183 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 722 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 11,468 | 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.