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 |
|---|---|---|---|
| PRINTING PACKAGING AND PRODUCTION W EIN 62-0247360 SPONSOR | Direct payment from the plan Service code 50 | — | $209K |
| ALLIANCE BERNSTEIN L.P. EIN 13-4064930 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $84K |
| CHEIRON EIN 13-4215617 NONE | Actuarial Service code 11 | — | $37K |
| AMALGAMATED BANK OF NEW YORK EIN 13-4920330 PLAN CUSTODIAN, INV MGMT | Custodial (securities); Investment management fees paid directly by plan Service code 19 | — | $30K |
| CALIBRE CPA GROUP PLLC EIN 47-0900880 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $21K |
| MOONEY,GREEN,SAINDON,MURPHY &WELCH EIN 52-1958229 NONE | Legal Service code 29 | — | $19K |
| ART & NEGATIVE GRAPHICS | Copying and duplicating; Direct payment from the plan Service code 36 | 4621 BOSTON WAY LANHAM, MD 20706 | $14K |
| MARQUETTE ASSOCIATES EIN 36-3485298 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $13K |
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 | 10,694 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 26,462 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 37,156 | 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.