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 |
|---|---|---|---|
| TUCKER ARENSBERG PC EIN 25-1425735 NONE | Legal; Direct payment from the plan Service code 29 | — | $2.4M |
| INTL UNION OF PAINTERS & ALLIED TRA EIN 35-0198600 RELATED ORGANIZATION | Direct payment from the plan; Other services Service code 49 | — | $1.3M |
| VITECH SYSTEMS GROUP INC EIN 13-3785492 NONE | Direct payment from the plan; Other services Service code 49 | — | $1.2M |
| VERUS ADVISORY, INC. EIN 91-1320111 NONE | Investment management fees paid directly by plan; Investment advisory (plan) Service code 27 | — | $671K |
| PAINTING INDUSTRY INSURANCE & ANNUI EIN 13-5600369 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $671K |
| WITHUM PLUS EIN 22-2027092 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $649K |
| NORTHERN TRUST CORPORATION EIN 36-2723087 NONE | Custodial (securities); Investment management fees paid directly by plan; Securities brokerage commissions and fees Service code 19 | — | $637K |
| NOVAK FRANCELLA LLC EIN 61-1436956 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $420K |
| DAN WILLIAMS EIN 52-6073909 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $363K |
| ACADIAN ASSET MANAGEMENT LLC EIN 04-2929221 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $342K |
| ADAM BOSTON EIN 52-6073909 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $341K |
| THE SEGAL COMPANY, INC. EIN 13-1835864 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $332K |
| NEPC LLC EIN 26-1429809 NONE | Investment advisory (plan); Investment management fees paid directly by plan Service code 27 | — | $330K |
| SCHULTHEIS & PANETTIERI, LLP EIN 13-1577780 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $320K |
| BREDHOFF & KAISER EIN 52-0969534 NONE | Legal; Direct payment from the plan Service code 29 | — | $285K |
| ULLICO INVESTMENT ADVISORS, INC. EIN 52-6435649 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $279K |
| MARSHALL & MOSS PAYROLL COMPLIANCE EIN 04-3652965 NONE | Other fees; Accounting (including auditing); Other services Service code 10 | — | $254K |
| CHARTWELL INVESTMENT PARTNERS LP EIN 36-4776242 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $248K |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC EIN 20-0292745 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $245K |
| THE UNION LABOR LIFE INSURANCE CO. EIN 13-1423090 NONE | Investment management fees paid directly by plan; Other investment fees and expenses; Investment management Service code 28 | — | $234K |
| LAURIE HAND EIN 52-6073909 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $232K |
| MICHAEL KAUFMAN EIN 52-6073909 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $232K |
| ASB CAPITAL MANAGEMENT EIN 80-0618452 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $228K |
| CRESCENT CAPITAL GROUP LP EIN 27-2698206 NONE | Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $214K |
| BRADY NELSON EIN 52-6073909 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $196K |
| JAMES BOGART EIN 52-6073909 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $195K |
| MARQUETTE ASSOCIATES, INC. EIN 36-3485298 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $191K |
| SCHRODER INVESTMENT MANAGEMENT NORT EIN 13-4064414 NONE | Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $181K |
| N'DIA WILLIAMS EIN 52-6073909 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $170K |
| SCOTT ROBERIE EIN 52-6073909 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $162K |
| MICHAEL O'MALLEY EIN 52-6073909 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $160K |
| PERRY PARKER EIN 52-6073909 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $160K |
| WHITEHORSE LIQUIDTY PARTNERS IV LP EIN 98-1533305 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $158K |
| GOSAYE KIDANEMARIAM EIN 52-6073909 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $158K |
| NICKETT BOATWRIGHT EIN 52-6073909 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $153K |
| CLINT BEAULIEU EIN 52-6073909 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $142K |
| CHRISTINA EMMEL EIN 52-6073909 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $139K |
| ANDREW HARDING EIN 52-6073909 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $133K |
| JENNIFER RUHLING EIN 52-6073909 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $130K |
| JULIET GRAY EIN 52-6073909 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $129K |
| PRUDENTIAL RETIREMENT & ANNUITY INS EIN 06-1050034 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $129K |
| JORDAN KLINE EIN 52-6073909 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $125K |
| FOLOTOTO AIOLUPOTEA EIN 52-6073909 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $125K |
| ALEXIS COX EIN 52-6073909 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $124K |
| WALE OPARINDE EIN 52-6073909 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $120K |
| TRIVE STRUCTURED CAPITAL PRTNRS LP EIN 86-1677781 NONE | Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $117K |
| JACQUELINE COURTIEN EIN 52-6073909 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $117K |
| EVENZIER NANALIG, JR EIN 52-6073909 EMPLOYEE | Employee (plan) Service code 30 | — | $114K |
| CORNELIUS NORRIS EIN 52-6073909 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $113K |
| ASHLEY SOSA EIN 52-6073909 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $109K |
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 | 43,757 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 25,392 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 19,606 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 6,739 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 95,494 | 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."
No prospect flags tripped on this filing.