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 |
|---|---|---|---|
| HEALTHSMART BENEFIT SOLUTIONS EIN 36-4099199 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $2.5M |
| UNIVITA HEALTH, INC EIN 95-4604537 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $1.5M |
| 1974 PENSION TRUST EIN 52-6150908 EMPLOYER | Other services; Legal; Direct payment from the plan; Investment management; Accounting (including auditing) Service code 10 | — | $1.5M |
| KEYSTONE PEER REVIEW ORGANIZATION, EIN 23-2348176 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $442K |
| MORGAN, LEWIS & BOCKIUS L EIN 23-0891050 NONE | Legal Service code 29 | — | $225K |
| BIG SANDY AREA DEVELOPMEN EIN 61-0671002 NONE | Consulting (general); Consulting fees Service code 16 | — | $122K |
| BOND BEEBE EIN 52-1044197 NONE | Accounting (including auditing) Service code 10 | — | $92K |
| HOME NURSING AGENCY EIN 25-1188570 NONE | Consulting fees; Consulting (general) Service code 16 | — | $61K |
| CCRC ACTUARIES, LLC EIN 52-2261050 NONE | Actuarial Service code 11 | — | $49K |
| VERIZON BUSINESS EIN 47-0751768 NONE | Other services Service code 49 | — | $45K |
| BNY MELLON EIN 13-5160382 NONE | Account maintenance fees; Custodial (securities); Other investment fees and expenses; Other fees Service code 19 | — | $44K |
| WILLIAMSON CNTY PROG ON A EIN 37-1018674 NONE | Consulting (general); Consulting fees Service code 16 | — | $42K |
| COMMUNITY NURSING SERVICE EIN 74-2534122 NONE | Consulting fees; Consulting (general) Service code 16 | — | $39K |
| TRUSTEE STAFF EIN 52-1888497 EMPLOYEE | Trustee (individual); Direct payment from the plan Service code 20 | — | $39K |
| HEALTHCARE MANAGEMENT CON EIN 20-2408500 NONE | Consulting fees; Consulting (general) Service code 16 | — | $35K |
| POWERS, PYLES, SUTTER, & EIN 52-1620214 NONE | Legal Service code 29 | — | $33K |
| MOONEY GREEN SAINDON EIN 52-1182494 NONE | Legal Service code 29 | — | $30K |
| KELLY PRESS INC EIN 52-0975591 NONE | Copying and duplicating Service code 36 | — | $29K |
| MERCER HEALTH & BENEFITS EIN 13-2836900 NONE | Actuarial; Consulting (general) Service code 11 | — | $19K |
| INSIGHT DIRECT USA, INC. EIN 36-3948996 NONE | Other services Service code 49 | — | $19K |
| MILLIMAN INC EIN 91-0675641 NONE | Actuarial Service code 11 | — | $17K |
| MICROSOFT CORPORATION EIN 91-1144442 NONE | Other services Service code 49 | — | $17K |
| TOWERS WATSON DELAWARE IN EIN 53-0181291 NONE | Consulting (general) Service code 16 | — | $16K |
| K & R INDUSTRIES EIN 54-1490546 NONE | Copying and duplicating Service code 36 | — | $15K |
| UNITED ACTUARIAL SERVICES EIN 35-2156428 NONE | Actuarial Service code 11 | — | $14K |
| LEXIS-NEXIS EIN 52-1471842 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $14K |
| ASCENTIS EIN 91-1630801 NONE | Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $11K |
| DOYLE PRINTING & OFFSET C EIN 53-0191325 NONE | Copying and duplicating Service code 36 | — | $10K |
| BEARER, NANCY EIN 20-3966796 NONE | Consulting (general); Consulting fees Service code 16 | — | $9K |
| CISCO SYSTEMS CAPITAL COR EIN 77-0440621 NONE | Other services Service code 49 | — | $8K |
| BLOOMBERG FINANCE, L.P. EIN 13-3417984 NONE | Other investment fees and expenses Service code 72 | — | $8K |
| CONVEY COMPLIANCE SYSTEMS EIN 47-1073810 NONE | Other services Service code 49 | — | $8K |
| MARSH USA, INC. EIN 36-1436000 NONE | Insurance agents and brokers Service code 22 | — | $7K |
| SAS INSTITUTE, INC. EIN 56-1166017 NONE | Other services Service code 49 | — | $7K |
| DATABANK IMX, INC. EIN 52-1729143 NONE | Other services Service code 49 | — | $7K |
| WILSHIRE ASSOCIATES INC EIN 95-2755361 NONE | Other investment fees and expenses Service code 72 | — | $6K |
| PROTRAK INTERNATIONAL, IN EIN 13-3458861 NONE | 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 | 6,139 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 6,139 | 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.