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 |
|---|---|---|---|
| SHEET METAL NATIONAL PENSION FUND EIN 52-6112463 RELATED BENEFIT FUND | Other services; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 13 | — | $748K |
| MORGAN STANLEY SMITH BARNEY LLC EIN 11-3658445 NONE | Securities brokerage commissions and fees; Direct payment from the plan; Securities brokerage; Other investment fees and expenses; Investment advisory (plan) Service code 27 | — | $443K |
| KENNETH COLOMBO EIN 52-1036457 EMPLOYEE | Employee (plan); Plan Administrator Service code 14 | — | $385K |
| THE SEGAL COMPANY, INC. EIN 13-1835864 NONE | Actuarial; Contract Administrator Service code 11 | — | $271K |
| NICHOLAS DEVORE EIN 52-1036457 EMPLOYEE | Employee (plan) Service code 30 | — | $215K |
| ARISTOTLE CAPITAL MANAGEMENT, LLC EIN 95-4833644 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $167K |
| F/M INVESTMENTS LLC EIN 93-4308588 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $163K |
| TRUIST BANK EIN 56-1074313 NONE | Other services; Other investment fees and expenses; Investment management fees paid directly by plan; Custodial (securities) Service code 19 | — | $160K |
| CHARTWELL INVESTMENT PARTNERS LLC EIN 36-4776242 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $159K |
| ILDIKO ST. PIERRE EIN 52-1036457 EMPLOYEE | Employee (plan) Service code 30 | — | $155K |
| DARRYL LEWIS EIN 52-1036457 EMPLOYEE | Employee (plan) Service code 30 | — | $145K |
| TCW ASSET MGMT COMPANY, LLC EIN 95-3703295 NONE | Securities brokerage commissions and fees; Soft dollars commissions; Investment management fees paid directly by plan; Investment management Service code 28 | — | $145K |
| RICE HALL JAMES & ASSOCIATES LLC EIN 43-1995258 NONE | Investment management fees paid directly by plan Service code 51 | — | $137K |
| MAXIMUM TECHNOLOGIES, INC. EIN 52-2254109 NONE | Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $136K |
| LEGACY PROFESSIONALS, LLP EIN 32-0043599 NONE | Accounting (including auditing) Service code 10 | — | $135K |
| LOOMIS SAYLES TRUST COMPANY EIN 04-3200030 NONE | Investment management; Investment management fees paid directly by plan; Soft dollars commissions Service code 28 | — | $125K |
| COLE MULLIGAN EIN 52-1036457 EMPLOYEE | Employee (plan) Service code 30 | — | $124K |
| FOUNDRY PARTNERS LLC EIN 46-1184506 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $119K |
| VONDA OLIVER EIN 52-1036457 EMPLOYEE | Employee (plan) Service code 30 | — | $118K |
| SCHUCHAT, COOK & WERNER EIN 43-0763010 NONE | Other services; Legal Service code 29 | — | $116K |
| CHRISTINA ELLIOTT EIN 52-1036457 EMPLOYEE | Employee (plan) Service code 30 | — | $112K |
| PACIFIC INCOME ADVISERS, INC. EIN 95-4067974 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $108K |
| JAE SIM EIN 52-1036457 EMPLOYEE | Employee (plan) Service code 30 | — | $107K |
| EARNEST PARTNERS, LLC EIN 58-2386669 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $103K |
| HARDING LOEVNER LP EIN 27-0684167 NONE | Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Soft dollars commissions; Investment management Service code 28 | — | $100K |
| WEX HEALTH, INC. EIN 06-1593514 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing Service code 12 | — | $99K |
| DANIELA GUILLEN EIN 52-1036457 EMPLOYEE | Employee (plan) Service code 30 | — | $98K |
| PHILLIP CAVE EIN 52-1036457 EMPLOYEE | Employee (plan) Service code 30 | — | $91K |
| ALYZA JANE PACHECO EIN 52-1036457 EMPLOYEE | Employee (plan) Service code 30 | — | $88K |
| DAVID KUMAH EIN 52-1036457 EMPLOYEE | Employee (plan) Service code 30 | — | $84K |
| MONDRIAN INVESTMENT PARTNERS EIN 98-0117968 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $82K |
| NATIONAL INVESTMENT SERVICES, LLC EIN 84-3937993 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $80K |
| FIERA CAPITAL, INC. EIN 13-2726734 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $77K |
| NICOLE DOVERTE EIN 52-1036457 EMPLOYEE | Employee (plan) Service code 30 | — | $74K |
| AMANDA BALAZEK EIN 52-1036457 EMPLOYEE | Employee (plan) Service code 30 | — | $71K |
| BLACKROCK INVESTMENT MGMT. LLC EIN 20-5319476 NONE | Investment management; Investment management fees paid indirectly by plan; Investment management fees paid directly by plan Service code 28 | — | $67K |
| BANK OF NEW YORK MELLON EIN 25-6078093 NONE | Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Investment management Service code 28 | — | $56K |
| SANDY ALEXANDER, INC. EIN 75-0460390 NONE | Copying and duplicating Service code 36 | — | $23K |
| CAPFINANCIAL PARTNERS, LLC EIN 26-0058143 NONE | Investment advisory (plan) Service code 27 | — | $22K |
| KATHLEEN HICKEY EIN 52-1036457 FORMER EMPLOYEE | Consulting (general) Service code 16 | — | $20K |
| KELLY PRESS, INC. EIN 52-0975591 NONE | Other services Service code 49 | — | $18K |
| LEGAL & GENERAL INV. MGMT. AMERICA EIN 20-8058531 NONE | Investment management fees paid indirectly by plan; Investment management; Investment management fees paid directly by plan Service code 28 | — | $18K |
| HIPAATREK INC. EIN 83-1150383 NONE | Consulting (general) Service code 16 | — | $17K |
| DELAWARE CAPITAL MANAGEMENT EIN 23-2693133 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $15K |
| ABEL NOSER LLC EIN 81-2351666 NONE | Investment advisory (plan) Service code 27 | — | $7K |
| SEGAL SELECT INS. SERVICES, INC. EIN 46-0619194 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $0 |
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 | 24,907 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 24,907 | 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.