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 | Direct payment from the plan; Contract Administrator Service code 13 | — | $4.5M |
| HEALTHSMART BENEFIT SOULUTIONS EIN 36-4099199 NONE | Contract Administrator; Direct payment from the plan; Claims processing Service code 12 | — | $3.8M |
| 1974 PENSION TRUST EIN 52-6150908 EMPLOYER | Legal; Direct payment from the plan; Investment management; Other services; Accounting (including auditing) Service code 10 | — | $2.2M |
| MORGAN, LEWIS & BOCKIUS EIN 23-0891050 NONE | Legal Service code 29 | — | $973K |
| TRUSTEE STAFF EIN 52-1805433 EMPLOYEE | Direct payment from the plan; Trustee (individual) Service code 20 | — | $383K |
| BOND BEEBE EIN 52-1044197 NONE | Accounting (including auditing) Service code 10 | — | $139K |
| MOONEY GREEN SAINDON EIN 52-1182494 NONE | Legal Service code 29 | — | $90K |
| VERIZON EIN 47-0751768 NONE | Other services Service code 49 | — | $74K |
| TOWERS WATSON EIN 53-0181291 NONE | Consulting (general); Consulting fees Service code 16 | — | $44K |
| CCRC ACTUARIES, LLC EIN 52-2261050 NONE | Actuarial Service code 11 | — | $42K |
| BNY MELLON EIN 13-5160382 NONE | Other fees; Other investment fees and expenses; Account maintenance fees; Consulting (general); Direct payment from the plan Service code 16 | — | $40K |
| HEALTH CARE CONSULTING SERVICES INC EIN 56-2267360 NONE | Consulting (general) Service code 16 | — | $39K |
| KELLY PRESS INC EIN 52-0975591 NONE | Copying and duplicating Service code 36 | — | $28K |
| QUINN, CONNOR, WEAVER EIN 63-0917236 NONE | Legal Service code 29 | — | $27K |
| INSIGHT DIRECT USA, INC. EIN 36-3948996 NONE | Other services Service code 49 | — | $24K |
| NORTHERN TRUST COMPANY EIN 36-1561860 NONE | Custodial (securities); Other investment fees and expenses; Other fees; Account maintenance fees Service code 19 | — | $23K |
| BEARER, NANCY EIN 20-3966796 NONE | Consulting fees; Consulting (general) Service code 16 | — | $21K |
| MICROSOFT CORPORATION EIN 88-0776249 NONE | Other services Service code 49 | — | $21K |
| MILLIMAN INC EIN 91-0675641 NONE | Actuarial Service code 11 | — | $17K |
| CROWLEY LIBERATORE RYAN & BROGAN EIN 54-1740922 NONE | Legal Service code 29 | — | $17K |
| SAS INSTITUTE, INC. EIN 56-1166017 NONE | Other services Service code 49 | — | $16K |
| CONVEY COMPLIANCE SYSTEMS EIN 47-1073810 NONE | Other services Service code 49 | — | $15K |
| UNITED ACTUARIAL SERVICES EIN 35-2156428 NONE | Actuarial Service code 11 | — | $15K |
| CISCO SYSTEMS CAPITAL COR EIN 77-0440621 NONE | Other services Service code 49 | — | $10K |
| POWERS, PYLES, SUTTER, & VERVILLE EIN 52-1620214 NONE | Legal Service code 29 | — | $10K |
| DENTON CANADA LLP EIN 71-0914820 NONE | Legal Service code 29 | — | $9K |
| MARSH USA, INC. EIN 36-1436000 NONE | Insurance agents and brokers Service code 22 | — | $8K |
| LEXIS-NEXIS EIN 52-1471842 NONE | Other services Service code 49 | — | $7K |
| MERCER HUMAN RESOURCES EIN 13-2836900 NONE | Consulting (general) Service code 16 | — | $7K |
| NMS IMAGING EIN 52-0913097 NONE | Other services Service code 49 | — | $7K |
| VONAGE BUSINESS EIN 20-5093831 NONE | Other services Service code 49 | — | $7K |
| K & R INDUSTRIES EIN 54-1490546 NONE | Other services Service code 49 | — | $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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 8,480 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 8,480 | 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.