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 |
|---|---|---|---|
| KEYSTONE PEER REVIEW ORGANIZATION EIN 23-2348176 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $1.2M |
| HEALTH SMART BENEFIT SOLUTIONS EIN 36-4099199 NONE | Claims processing; Direct payment from the plan; Contract Administrator Service code 12 | — | $1.2M |
| TRUSTEE STAFF EIN 52-1805433 UMWA FUND EMPLOYEES | Direct payment from the plan; Trustee (individual) Service code 20 | — | $240K |
| 1974 PENSION TRUST EIN 52-6150908 EMPLOYER | Accounting (including auditing); Other services; Investment management; Legal; Direct payment from the plan Service code 10 | — | $220K |
| WITHUMSMITH+BROWN EIN 22-2027092 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $172K |
| CCRC ACTUARIES, LLC EIN 52-2261050 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $49K |
| PENSION BENEFIT INFORMATION EIN 94-2856521 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $39K |
| MERCER HEALTH & BENEFITS EIN 13-2834414 NONE | Direct payment from the plan; Consulting fees; Consulting (general) Service code 16 | — | $36K |
| ARTHUR DIAMOND, INC EIN 52-0937528 NONE | Consulting fees; Direct payment from the plan; Consulting (general) Service code 16 | — | $24K |
| MICROSOFT CORPORATION EIN 91-1144442 NONE | Other services; Direct payment from the plan Service code 49 | — | $22K |
| INTERIM HEALTHCARE OF SE OHIO, INC EIN 47-0947907 NONE | Consulting (general); Consulting fees; Direct payment from the plan Service code 16 | — | $21K |
| VERIZON EIN 47-0751768 NONE | Direct payment from the plan; Other services Service code 49 | — | $20K |
| NORTHERN TRUST COMPANY EIN 36-1561860 NONE | Direct payment from the plan; Investment management; Other fees; Account maintenance fees; Other investment fees and expenses; Custodial (securities) Service code 19 | — | $19K |
| FOSTER & FOSTER EIN 59-1921114 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $18K |
| INSIGHT DIRECT USA, INC EIN 36-3948996 NONE | Other services; Direct payment from the plan Service code 49 | — | $16K |
| BIG SANDY AREA DEVELOPMENT EIN 61-0671002 NONE | Direct payment from the plan; Consulting fees; Consulting (general) Service code 16 | — | $15K |
| MARSH USA EIN 36-1436000 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $15K |
| PROPHIX SOFTWARE INC EIN 98-0414886 NONE | Direct payment from the plan; Other services Service code 49 | — | $14K |
| POWERS, PYLES, SUTTER & VERVILLE EIN 52-1620214 NONE | Legal; Direct payment from the plan Service code 29 | — | $14K |
| FREEDOM DBA INTERIM HEALTHCARE SOUT EIN 81-1142689 NONE | Direct payment from the plan; Consulting fees; Consulting (general) Service code 16 | — | $13K |
| KELLY PRESS INC EIN 52-0975591 NONE | Other services; Direct payment from the plan Service code 49 | — | $9K |
| MILLIMAN INC EIN 91-0675641 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $8K |
| OPITZ, PEGGY NONE | Consulting fees; Direct payment from the plan; Consulting (general) Service code 16 | 2121 K STREET NW SUITE 350 WASHINGTON, DC 200371801 | $7K |
| JONES, NANCY C. NONE | Consulting (general); Consulting fees; Direct payment from the plan Service code 16 | 2121 K STREET NW SUITE 350 WASHINGTON, DC 200371801 | $7K |
| SEGAL GROUP INC, THE EIN 13-1835864 NONE | Consulting fees; Direct payment from the plan; Consulting (general) Service code 16 | — | $7K |
| MARTEL, DIANNE, RN, MS EIN 16-1743949 NONE | Consulting (general); Direct payment from the plan; Consulting fees Service code 16 | — | $6K |
| RONEY, JANET NONE | Direct payment from the plan; Consulting fees; Consulting (general) Service code 16 | 2121 K STREET NW SUITE 350 WASHINGTON, DC 200371801 | $6K |
| COMMUNITY NURSING SERVICE EIN 74-2534122 NONE | Consulting (general); Consulting fees; Direct payment from the plan Service code 16 | — | $5K |
| CHUBB & SON EIN 13-1963496 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $5K |
| RAPID7 LLC EIN 74-3111935 NONE | Direct payment from the plan; Other services Service code 49 | — | $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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,161 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 2,161 | 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.