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 | Contract Administrator Service code 13 | — | $744K |
| KENNETH COLOMBO EIN 52-1036457 EMPLOYEE | Employee (plan); Plan Administrator Service code 14 | — | $280K |
| GRAYSTONE CONSULTING EIN 36-3145972 NONE | Investment management fees paid directly by plan; Investment advisory (plan) Service code 27 | — | $266K |
| BANK OF NEW YORK MELLON EIN 13-5160382 NONE | Investment management fees paid directly by plan; Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $264K |
| TCW ASSET MGMT COMPANY, LLC EIN 95-3703295 NONE | Investment management fees paid directly by plan; Securities brokerage commissions and fees; Investment management Service code 28 | — | $263K |
| ZIEGLER CAPITAL MANAGEMENT EIN 37-2347077 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $235K |
| SUNTRUST BANK EIN 58-1575035 NONE | Investment management fees paid directly by plan; Custodial (securities); Other investment fees and expenses Service code 19 | — | $170K |
| FOUNDRY PARTNERS LLC EIN 46-1184506 NONE | Securities brokerage commissions and fees; Investment management fees paid directly by plan; Investment management Service code 28 | — | $167K |
| LOOMIS SAYLES & COMPANY EIN 04-3200030 NONE | Soft dollars commissions; Investment management fees paid directly by plan; Investment management Service code 28 | — | $155K |
| FIERA CAPITAL EIN 13-2726734 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $140K |
| CAMBIAR INVESTORS LLC EIN 84-1596610 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $130K |
| KATHLEEN HICKEY EIN 52-1036457 EMPLOYEE | Employee (plan) Service code 30 | — | $129K |
| DARRYL LEWIS EIN 52-1036457 EMPLOYEE | Employee (plan) Service code 30 | — | $126K |
| CHARTWELL INVESTMENT PARTNERS EIN 36-4776242 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $121K |
| NICHOLAS DEVORE EIN 52-1036457 EMPLOYEE | Employee (plan) Service code 30 | — | $118K |
| THE SEGAL COMPANY, INC. EIN 13-1835864 NONE | Actuarial Service code 11 | — | $110K |
| EDITH RIPPY EIN 52-1036457 EMPLOYEE | Employee (plan) Service code 30 | — | $101K |
| BETTY PUN EIN 52-1036457 EMPLOYEE | Employee (plan) Service code 30 | — | $93K |
| NOVAK FRANCELLA, LLC EIN 61-1436956 NONE | Accounting (including auditing) Service code 10 | — | $92K |
| MARY HUNT EIN 52-1036457 EMPLOYEE | Employee (plan) Service code 30 | — | $91K |
| VONDA OLIVER EIN 52-1036457 EMPLOYEE | Employee (plan) Service code 30 | — | $91K |
| JAE SIM EIN 52-1036457 EMPLOYEE | Employee (plan) Service code 30 | — | $91K |
| DATA RESEARCH GROUP EIN 20-3223476 NONE | Other services Service code 49 | — | $85K |
| ILDIKO ST. PIERRE EIN 52-1036457 EMPLOYEE | Employee (plan) Service code 30 | — | $82K |
| WILLETTE ALLEN EIN 52-1036457 EMPLOYEE | Employee (plan) Service code 30 | — | $77K |
| SCHUCHAT, COOK & WERNER EIN 43-0763010 NONE | Legal Service code 29 | — | $61K |
| CHRISTINA ELLIOTT EIN 52-1036457 EMPLOYEE | Employee (plan) Service code 30 | — | $54K |
| CHRISTIAN WESTERDAHL EIN 52-1036457 EMPLOYEE | Employee (plan) Service code 30 | — | $46K |
| AMALGAMATED BANK EIN 13-4920330 NONE | Investment management fees paid indirectly by plan; Custodial (securities) Service code 19 | — | $42K |
| BNY MELLON ASSET MGMT NORTH AMERICA EIN 25-6078093 NONE | Investment management fees paid directly by plan; Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $39K |
| ARISTOTLE CAPITAL MANAGEMENT EIN 95-4833644 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $21K |
| UNITED BUSINESS TECHNOLOGIES EIN 54-1062133 NONE | Other services Service code 49 | — | $15K |
| SOVOS COMPLIANCE, LLC NONE | Consulting (general) Service code 16 | 200 BALLARDVALE STREET - 4TH FLOOR WILMINGTON, MA 01887 | $14K |
| PORTFOLIO EVALUATIONS, INC. NONE | Investment advisory (plan) Service code 27 | 15 INDEPENDENCE BLVD WARREN, NJ 07059 | $13K |
| TSRC INC. EIN 54-1474203 NONE | Other services Service code 49 | — | $7K |
| FONTANA LITHOGRAPH, INC. EIN 52-0821478 NONE | Other services Service code 49 | — | $5K |
| ABEL-NOSER CORP. EIN 13-2833083 NONE | Investment advisory (plan) Service code 27 | — | $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 | 21,752 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 21,752 | 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.