Filings through .
History & trajectory Charts need 2 or more years. This plan has 10 years on file. Pro shows premium, premium per covered life, covered lives and carrier and broker share for every year.
See pricingNo prospect flags tripped on this filing.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
No insurance carriers on this filing. Self-funded health and benefits plans typically pay TPAs and PBMs through Schedule C, not Schedule A.
These benefits are declared on the Form 5500 main form. A ✓ means the benefit also has a Schedule A insurance contract. Without one, plan assets or a Schedule C TPA fund the benefit.
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 42,712 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 25,252 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 19,766 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 6,591 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 94,321 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
This filing has no Schedule A insurance contracts. This is typical of fully self-funded plans. 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 instead of this filer's headcount. We show the row, but it does not count the people in this plan.
Brokers paid through Schedule A and service providers paid through Schedule C.
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 | Other services; Direct payment from the plan Service code 49 | — | $1.3M |
| VITECH SYSTEMS GROUP INC EIN 13-3785492 NONE | Other services; Direct payment from the plan Service code 49 | — | $1.2M |
| THE CARLYLE GROUP EIN 52-1887096 NONE | Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $959K |
| VERUS ADVISORY, INC. EIN 91-1320111 NONE | Investment advisory (plan); Investment management fees paid directly by plan Service code 27 | — | $886K |
| JP MORGAN CHASE EIN 45-4173185 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $730K |
| SCHULTHEIS & PANETTIERI, LLP EIN 13-1577780 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $680K |
| WASHINGTON CAPITAL MANAGEMENT INC EIN 91-1042342 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $609K |
| NORTHERN TRUST CORPORATION EIN 36-2723087 NONE | Custodial (securities); Investment management fees paid directly by plan; Securities brokerage commissions and fees Service code 19 | — | $561K |
| CHARTWELL INVESTMENT PARTNERS LP EIN 36-4776242 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $440K |
| ACADIAN ASSET MANAGEMENT LLC EIN 04-2929221 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $431K |
| ULLICO INVESTMENT ADVISORS, INC. EIN 52-6435649 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $418K |
| NOVAK FRANCELLA LLC EIN 61-1436956 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $414K |
| BREDHOFF & KAISER EIN 52-0969534 NONE | Legal; Direct payment from the plan Service code 29 | — | $411K |
| TRIVE STRUCTURED CAPITAL PRTNRS LP EIN 86-1677781 NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $407K |
| WITHUM PLUS EIN 22-2027092 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $372K |
| 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 | — | $349K |
| THE UNION LABOR LIFE INSURANCE CO. EIN 13-1423090 NONE | Investment management; Other investment fees and expenses; Investment management fees paid directly by plan Service code 28 | — | $320K |
| DAN WILLIAMS EIN 52-6073909 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $300K |
| THE SEGAL COMPANY, INC. EIN 13-1835864 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $251K |
| ADAM BOSTON EIN 52-6073909 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $231K |
| BRADY NELSON EIN 52-6073909 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $213K |
| LAURIE HAND EIN 52-6073909 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $207K |
| STATE STREET GLOBAL ADVISORS TRUST EIN 81-4017137 NONE | Investment management fees paid directly by plan; Custodial (other than securities); Custodial (securities) Service code 18 | — | $201K |
| MARQUETTE ASSOCIATES, INC. EIN 36-3485298 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $196K |
| CRESCENT CAPITAL GROUP LP EIN 27-2698206 NONE | Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $192K |
| N'DIA WILLIAMS EIN 52-6073909 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $175K |
| JAMES BOGART EIN 52-6073909 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $173K |
| SCOTT ROBERIE EIN 52-6073909 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $173K |
| PERRY PARKER EIN 52-6073909 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $172K |
| CHRISTENSEN JAMES & MARTIN EIN 88-0330040 NONE | Legal; Direct payment from the plan Service code 29 | — | $167K |
| PRUDENTIAL RETIREMENT & ANNUITY INS EIN 06-1050034 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $167K |
| GOSAYE KIDANEMARIAM EIN 52-6073909 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $164K |
| MARSHALL & MOSS PAYROLL COMPLIANCE EIN 04-3652965 NONE | Accounting (including auditing); Other fees; Other services Service code 10 | — | $156K |
| THOMA BRAVO LLC EIN 26-1416963 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $155K |
| CHRISTINA EMMEL EIN 52-6073909 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $155K |
| NICKETT BOATWRIGHT EIN 52-6073909 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $153K |
| CLINT BEAULIEU EIN 52-6073909 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $143K |
| MICHAEL O'MALLEY EIN 52-6073909 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $142K |
| JACQUELINE COURTIEN EIN 52-6073909 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $137K |
| LAUREN BROWN EIN 52-6073909 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $134K |
| FOLOTOTO AIOLUPOTEA EIN 52-6073909 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $133K |
| JENNIFER RUHLING EIN 52-6073909 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $132K |
| ANDREW HARDING EIN 52-6073909 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $131K |
| EVENZIER NANALIG, JR EIN 52-6073909 EMPLOYEE | Employee (plan) Service code 30 | — | $127K |
| JORDAN KLINE EIN 52-6073909 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $125K |
| WALE OPARINDE EIN 52-6073909 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $121K |
| ERIC OLEAN EIN 52-6073909 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $118K |
| JULIET GRAY EIN 52-6073909 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $117K |
| BNY MELLON EIN 13-5160382 NONE | Investment management fees paid indirectly by plan; Investment management; Investment management fees paid directly by plan Service code 28 | — | $117K |
This section shows how the plan is funded and what that means for risk.
Welfare charges, retention and retention rate (the carrier margin on this plan) are on Pro.
4 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025