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 BENEFITS SOLUTIONS EIN 36-4099199 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $2.9M |
| KEYSTONE PEER REVIEW ORGANIZATION EIN 23-2348176 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $2.5M |
| 1974 PENSION TRUST EIN 52-6150908 EMPLOYER | Legal; Direct payment from the plan; Investment management; Accounting (including auditing); Other services Service code 10 | — | $1.6M |
| MORGAN LEWIS & BOCKIUS EIN 23-0891050 NONE | Legal Service code 29 | — | $193K |
| BIG SANDY AREA DEVELOPMENT EIN 61-0671002 NONE | Consulting fees; Consulting (general) Service code 16 | — | $142K |
| MOONEY GREEN SAINDON EIN 52-1182494 NONE | Legal Service code 29 | — | $105K |
| HOME NURSING AGENCY EIN 25-1188570 NONE | Consulting (general); Consulting fees Service code 16 | — | $68K |
| VERIZON BUSINESS EIN 47-0751768 NONE | Other services Service code 49 | — | $58K |
| CCRC ACTUARIES LLC EIN 52-2261050 NONE | Actuarial Service code 11 | — | $51K |
| BOND BEEBE P.C. EIN 52-1044197 NONE | Accounting (including auditing) Service code 10 | — | $49K |
| COMMUNITY NURSING SERVICE EIN 74-2534122 NONE | Consulting fees; Consulting (general) Service code 16 | — | $45K |
| TRUSTEE STAFF EIN 52-1888497 EMPLOYEE | Direct payment from the plan; Trustee (individual) Service code 20 | — | $37K |
| HEALTHCARE MANAGEMENT CON EIN 20-2408500 NONE | Consulting fees; Consulting (general) Service code 16 | — | $32K |
| WILLIAMSON CNTY PROG ON A EIN 37-1018674 NONE | Consulting (general); Consulting fees Service code 16 | — | $27K |
| NORTHERN TRUST CORPORATION EIN 36-2723087 NONE | Account maintenance fees; Other investment fees and expenses; Custodial (securities); Other fees Service code 19 | — | $23K |
| BLOOMBERG FINANCE L.P. EIN 13-3417984 NONE | Other investment fees and expenses Service code 72 | — | $22K |
| POWERS, PYLES, SUTTER & VERVILLE EIN 52-1620214 NONE | Legal Service code 29 | — | $21K |
| HEALTH CARE CONSULTING SERVICES INC EIN 56-2267360 NONE | Consulting fees; Consulting (general) Service code 16 | — | $20K |
| INSIGHT DIRECT USA INC. EIN 36-3948996 NONE | Other services Service code 49 | — | $20K |
| MICROSOFT CORPORATION EIN 91-1144442 NONE | Other services Service code 49 | — | $18K |
| WILSHIRE ASSOCIATES INC EIN 95-2755361 NONE | Other investment fees and expenses Service code 72 | — | $16K |
| UNITED ACTUARIAL SERVICES EIN 35-2156428 NONE | Actuarial Service code 11 | — | $15K |
| MILLIMAN INC EIN 91-0675641 NONE | Actuarial Service code 11 | — | $14K |
| BNY MELLON INVEST STRAT EIN 13-5160382 NONE | Other fees; Custodial (securities); Account maintenance fees; Other investment fees and expenses Service code 19 | — | $10K |
| ASCENTIS EIN 91-1630801 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services Service code 15 | — | $10K |
| KELLY PRESS INC EIN 52-0975591 NONE | Copying and duplicating Service code 36 | — | $9K |
| SHALLER ELLIOT ESQ EIN 20-2535447 NONE | Legal Service code 29 | — | $9K |
| CONVEY COMPLIANCE SYSTEMS EIN 47-1073810 NONE | Other services Service code 49 | — | $9K |
| CISCO SYSTEMS CAPITAL COR EIN 77-0440621 NONE | Other services Service code 49 | — | $9K |
| BEARER NANCY EIN 20-3966796 NONE | Consulting fees; Consulting (general) Service code 16 | — | $7K |
| VONAGE BUSINESS EIN 20-5093831 NONE | Other services Service code 49 | — | $7K |
| LEXIS NEXIS EIN 52-1471842 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $6K |
| MARSH USA INC EIN 36-1436000 NONE | Insurance agents and brokers Service code 22 | — | $6K |
| NMS IMAGING INC EIN 52-0913097 NONE | Other services Service code 49 | — | $6K |
| CROWLEY LIBERATORE RYAN AND BROGAN EIN 54-1740922 NONE | Legal Service code 29 | — | $6K |
| THOMSON REUTERS MARKET EIN 20-4530702 NONE | Investment advisory (participants); Direct payment from the plan; Investment management fees paid directly by plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Investment management; Investment advisory (plan) Service code 15 | — | $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 | 1,933 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 15,300 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 17,233 | 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.