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 |
|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE CO. EIN 59-1031071 NONE | Contract Administrator; Direct payment from the plan; Claims processing Service code 12 | — | $1.2M |
| WILLIAM C. EARHART CO. INC EIN 93-0509592 NONE | Direct payment from the plan; Other insurance fees and expenses; Contract Administrator Service code 13 | — | $1.0M |
| FIRST AMERICAN ADMINISTRATORS, INC. EIN 86-0773195 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $229K |
| DELTA DENTAL OF D.C. EIN 52-1479587 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $125K |
| FOSTER & FOSTER, INC. NONE | Consulting (general); Direct payment from the plan Service code 16 | 13420 PARKER COMMONS BLVD., SUITE 1 FORT MYERS, FL 33912 | $67K |
| NOVAK FRANCELLA, LLC EIN 61-1436956 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $46K |
| O'DONOGHUE & O'DONOGHUE, LLP EIN 53-0120528 NONE | Legal; Direct payment from the plan Service code 29 | — | $34K |
| AON INVESTMENTS USA INC. EIN 36-3109431 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $23K |
| CVS CAREMARK EIN 61-1617506 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $15K |
| MEKETA FIDUCIARY MANAGEMENT EIN 47-2126910 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $10K |
| COMERICA EIN 42-1741646 NONE | Custodial (securities); Direct payment from the plan Service code 19 | — | $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 | 1,997 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 489 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 2,486 | 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.