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 |
|---|---|---|---|
| HEALTH SMART BENEFIT SOLUTIONS EIN 36-4099199 NONE | Claims processing; Direct payment from the plan; Contract Administrator Service code 12 | — | $12.6M |
| KEYSTONE PEER REVIEW ORGANIZATION EIN 23-2348176 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $10.0M |
| 1974 PENSION TRUST EIN 52-6150908 EMPLOYER | Legal; Direct payment from the plan; Accounting (including auditing); Other services; Investment management Service code 10 | — | $7.0M |
| INTERIM HEALTHCARE OF SE OHIO, INC. EIN 47-0947907 NONE | Consulting (general); Consulting fees; Direct payment from the plan Service code 16 | — | $406K |
| MARSH USA, INC EIN 36-1436000 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $333K |
| BIG SANDY AREA DEVELOPMENT DISTRICT EIN 61-0671002 NONE | Direct payment from the plan; Consulting (general); Consulting fees Service code 16 | — | $251K |
| WITHUMSMITH+BROWN EIN 22-2027092 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $228K |
| POWERS, PYLES, SUTTER, & VERVILLE EIN 52-1620214 NONE | Legal; Direct payment from the plan Service code 29 | — | $187K |
| KELLY PRESS INC EIN 52-0975591 NONE | Copying and duplicating; Direct payment from the plan; Other services Service code 36 | — | $169K |
| INSIGHT DIRECT USA EIN 36-3948996 NONE | Other services; Direct payment from the plan Service code 49 | — | $162K |
| PRICE WATERHOUSE COOPERS EIN 13-5326270 NONE | Consulting (general); Direct payment from the plan; Consulting fees Service code 16 | — | $136K |
| VERIZON EIN 47-0751768 NONE | Direct payment from the plan; Other services Service code 49 | — | $117K |
| MICROSOFT CORPORATION EIN 91-1144442 NONE | Direct payment from the plan; Other services Service code 49 | — | $115K |
| MORGAN, LEWIS & BOCKIUS LLP EIN 23-0891050 NONE | Legal; Direct payment from the plan Service code 29 | — | $95K |
| ARTHUR DIAMOND, INC EIN 52-0937528 NONE | Direct payment from the plan; Consulting (general); Consulting fees Service code 16 | — | $93K |
| COMMUNITY NURSING SERVICE EIN 74-2534122 NONE | Consulting (general); Consulting fees; Direct payment from the plan Service code 16 | — | $83K |
| PENSION BENEFIT INFORMATION EIN 94-2856521 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $75K |
| SUBROGATION SERVICES, LLC EIN 33-2496742 NONE | Direct payment from the plan; Other services; Consulting (general) Service code 16 | — | $72K |
| CCRC ACTUARIES, LLC EIN 52-2261050 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $70K |
| TRUSTEE STAFF EIN 52-1805437 EMPLOYEE | Trustee (individual); Direct payment from the plan Service code 20 | — | $60K |
| RONCOLI, GUILLERMO NONE | Direct payment from the plan; Consulting (general); Consulting fees Service code 16 | 2121 K STREET NW SUITE 350 WASHINGTON, DC 20037 | $51K |
| BULBIN, YURY NONE | Direct payment from the plan; Consulting fees; Consulting (pension) Service code 17 | 2121 K STREET NW SUITE 350 WASHINGTON, DC 20038 | $46K |
| YANG, WEI-CHIEN NONE | Direct payment from the plan; Custodial (other than securities); Consulting fees Service code 18 | 2121 K STREET NW SUITE 350 WASHINGTON, DC 20039 | $44K |
| BDO USA, P.C. EIN 13-5381590 NONE | Consulting (general); Direct payment from the plan; Consulting fees Service code 16 | — | $39K |
| AON CONSULTING, INC. EIN 36-3051915 NONE | Consulting fees; Foreign entity (e.g., an agent or broker, bank, insurance company, etc. not operating within jurisdictional boundaries of the United States); Consulting (general); Direct payment from the plan Service code 16 | — | $36K |
| MOONEY GREEN SAINDON EIN 52-1182494 NONE | Legal; Direct payment from the plan Service code 29 | — | $36K |
| CHUBB & SON EIN 13-1963496 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $35K |
| RAPID7 LLC EIN 74-3111935 NONE | Other services; Direct payment from the plan Service code 49 | — | $33K |
| INFO-TECH RESEARCH EIN 20-4312071 NONE | Other services; Direct payment from the plan Service code 49 | — | $31K |
| K & R BRANDING SOLUT EIN 54-1490546 NONE | Other services; Direct payment from the plan Service code 49 | — | $31K |
| MARTEL, DIANNE, RN, NONE | Consulting fees; Consulting (general); Direct payment from the plan Service code 16 | 2121 K STREET NW SUITE 350 WASHINGTON, DC 20037 | $30K |
| NORTHERN TRUST COMPANY EIN 36-1561860 NONE | Other fees; Account maintenance fees; Direct payment from the plan; Custodial (securities) Service code 19 | — | $30K |
| FENG, WAN-TANG NONE | Consulting (general); Consulting fees; Direct payment from the plan Service code 16 | 2121 K STREET NW SUITE 350 WASHINGTON, DC 20037 | $30K |
| MOBILE MENTOR INC EIN 36-4865064 NONE | Direct payment from the plan; Other services Service code 49 | — | $29K |
| BACKSTOP SOLUTIONS GROUP, LLC EIN 20-0199997 NONE | Other services; Direct payment from the plan Service code 49 | — | $26K |
| INTEGRAL CONSULTING SERVICES INC EIN 52-2081090 NONE | Direct payment from the plan; Consulting fees; Consulting (general) Service code 16 | — | $25K |
| SEGAL GROUP INC, THE EIN 13-1835864 NONE | Consulting fees; Consulting (general); Direct payment from the plan Service code 16 | — | $24K |
| LINKEDIN CORPORATION EIN 47-0912023 NONE | Other services; Direct payment from the plan Service code 49 | — | $24K |
| KNOWLEDGELAKE, INC NONE | Direct payment from the plan; Other services Service code 49 | 555 MARYVILLE UNIVERSITY DRIVE ST. LOUIS, MO 63141 | $23K |
| COACH 4 ME, LLC NONE | Other services; Direct payment from the plan Service code 49 | 525 3RD ST STE 200 LAKE OSWEGO, OR 97034 | $23K |
| FINCH, GLENDA S. NONE | Consulting (general); Consulting fees; Direct payment from the plan Service code 16 | 2121 K STREET NW SUITE 350 WASHINGTON, DC 20037 | $22K |
| MILLIMAN INC EIN 91-0675641 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $21K |
| JONES, NANCY C. NONE | Consulting (general); Direct payment from the plan; Consulting fees Service code 16 | 2121 K STREET NW SUITE 350 WASHINGTON, DC 20037 | $19K |
| UNITED ACTUARIAL SERVICES, INC. EIN 35-2156428 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $18K |
| UNITED PARCEL SERVICE EIN 58-2480149 NONE | Direct payment from the plan; Other services Service code 49 | — | $18K |
| ASCENTIS EIN 91-1630801 NONE | Direct payment from the plan; Consulting (general); Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $17K |
| RELX INC. DBA LEXIS EIN 52-1471842 NONE | Other services; Direct payment from the plan Service code 49 | — | $16K |
| OPITZ, PEGGY NONE | Consulting fees; Direct payment from the plan; Consulting (general) Service code 16 | 2121 K STREET NW SUITE 350 WASHINGTON, DC 20037 | $16K |
| SOVOS COMPLIANCE LLC EIN 46-1379693 NONE | Other services; Direct payment from the plan Service code 49 | — | $16K |
| IMAGE ACCESS CORP EIN 22-2762602 NONE | Direct payment from the plan; Other services Service code 49 | — | $15K |
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 | 2,089 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 16,793 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 18,882 | 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.