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 |
|---|---|---|---|
| CANYON PARTNERS LLC EIN 95-4665514 NONE | Investment management fees paid indirectly by plan; Other investment fees and expenses; Investment management Service code 28 | — | $1.3M |
| JENNINGS SIGMOND P.C. EIN 23-2025670 NONE | Legal; Direct payment from the plan Service code 29 | — | $1.3M |
| INTL UNION OF PAINTERS & ALLIED TRA EIN 35-0198600 RELATED ORGANIZATION | Other services; Direct payment from the plan Service code 49 | — | $1.2M |
| PNC BANK, NATIONAL ASSOCIATION EIN 22-1146430 NONE | Investment management fees paid indirectly by plan; Trustee (discretionary); Other investment fees and expenses Service code 24 | — | $1.1M |
| BNY MELLON INVESTMENT MGT LTD NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $941K |
| VITECH SYSTEMS GROUP INC EIN 13-3785492 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Other services Service code 15 | — | $921K |
| WALTER SCOTT & PARTNERS LTD EIN 98-0465834 NONE | Soft dollars commissions; Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $880K |
| NEUBERGER BERMAN LLC EIN 13-5521910 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $759K |
| PNC REALTY INVESTORS INC EIN 22-1146430 NONE | Investment management fees paid indirectly by plan; Other investment fees and expenses; Investment management Service code 28 | — | $705K |
| LSV ASSET MANAGEMENT EIN 23-2772200 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $673K |
| SELECT EQUITY GROUP LP EIN 46-3465710 NONE | Other investment fees and expenses; Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $664K |
| ALCENTRA US EIN 13-5160382 NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $661K |
| LINEA SOLUTIONS INC EIN 95-4723968 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $657K |
| SIERRA INVESTMENT PARTNERS INC EIN 68-0370668 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $648K |
| WELLINGTON TRUST EIN 04-2755549 NONE | Soft dollars commissions; Investment management; Investment management fees paid directly by plan Service code 28 | — | $635K |
| CRESCENT MEZZANINE PARTNERS EIN 80-0790681 NONE | Investment management fees paid directly by plan; Investment management fees paid indirectly by plan; Investment advisory (plan); Investment management Service code 27 | — | $625K |
| BLUE BAY LLP EIN 98-1028247 NONE | Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $594K |
| ASB CAPITAL MANAGEMENT EIN 80-0618452 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $536K |
| NATIONAL INVESTMENT SERVICES INC EIN 80-0169636 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $531K |
| PRUDENTIAL INSURANCE CO OF AMER EIN 22-1211670 NONE | Investment management fees paid indirectly by plan; Other investment fees and expenses; Investment management Service code 28 | — | $491K |
| THE NORTHERN TRUST COMPANY EIN 36-1561860 NONE | Securities brokerage; Securities brokerage commissions and fees; Investment management fees paid directly by plan; Custodial (securities); Other investment fees and expenses Service code 19 | — | $486K |
| SEGALL BRYANT & HAMILL EIN 41-1788385 NONE | Investment management; Soft dollars commissions; Investment management fees paid directly by plan Service code 28 | — | $473K |
| THOMA BRAVO LLC EIN 26-1416963 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $459K |
| ALINDA CAPITAL PARTNERS LLC EIN 20-3103500 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $456K |
| ROBECO INVESTMENT MANAGEMENT INC EIN 98-0202744 NONE | Investment management; Soft dollars commissions; Investment management fees paid directly by plan Service code 28 | — | $452K |
| KAYNE ANDERSON CAPITAL ADVISORS LP EIN 95-4486379 NONE | Investment management fees paid directly by plan; Investment advisory (plan); Investment management; Investment management fees paid indirectly by plan Service code 27 | — | $438K |
| INVESCO TRUST COMPANY EIN 46-3793325 NONE | Securities brokerage commissions and fees; Investment management fees paid directly by plan; Investment management Service code 28 | — | $429K |
| NEPC LLC EIN 26-1429809 NONE | Investment advisory (plan); Investment management fees paid directly by plan Service code 27 | — | $399K |
| MANNING & NAPIER EIN 45-3328488 NONE | Investment management; Soft dollars commissions; Investment management fees paid directly by plan Service code 28 | — | $367K |
| NOVAK FRANCELLA LLC EIN 61-1436956 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $365K |
| MONDRIAN INVESTMENT GROUP U.S. INC. EIN 56-2475915 NONE | Soft dollars commissions; Investment advisory (plan); Direct payment from the plan Service code 27 | — | $361K |
| SEIZERT CAPITAL PARTNERS EIN 38-3553488 NONE | Soft dollars commissions; Investment management fees paid directly by plan; Investment management Service code 28 | — | $331K |
| BEACHPOINT CAPITAL MANAGMENT LP EIN 80-0242162 NONE | Investment management; Investment management fees paid directly by plan; Soft dollars commissions Service code 28 | — | $321K |
| NORTH SKY ALLIANCE EIN 20-2249684 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $320K |
| ULLICO EIN 13-1423090 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $278K |
| AMALGAMATED BANK EIN 13-4920330 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $274K |
| DAVIDSON KEMPNER CAPITAL MGT LP EIN 13-3863161 NONE | Investment management; Other investment fees and expenses; Investment management fees paid indirectly by plan Service code 28 | — | $250K |
| SYMPHONY ASSET MANAGEMENT EIN 94-3252504 NONE | Investment management fees paid indirectly by plan; Other investment fees and expenses; Investment management Service code 28 | — | $250K |
| MAKURIA INVESTMENT MANAGEMENT LLP NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $248K |
| THE MCKEOGH COMPANY EIN 23-3003375 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $239K |
| JAMES RAY EIN 52-6073909 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $204K |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC EIN 20-0292745 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $177K |
| TIMOTHY MAITLAND EIN 52-6073909 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $171K |
| SIGULER GUFF ADVISERS LLC EIN 13-3855629 NONE | Investment management fees paid directly by plan; Investment management; Other investment fees and expenses Service code 28 | — | $150K |
| MICHAEL UNGER EIN 52-6073909 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $142K |
| MARSHALL & MOSS LLP EIN 04-3652965 NONE | Accounting (including auditing); Other services; Other fees Service code 10 | — | $141K |
| PAINTING INDUSTRY INSURANCE FD DC9 EIN 13-5600369 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $140K |
| JAMES BOGART EIN 52-6073909 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $138K |
| CLINT BEAULIEU EIN 52-6073909 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $138K |
| CHARTWELL INVESTMENT PARTNERS LP EIN 23-2891243 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $133K |
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 | 36,758 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 24,022 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 18,021 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 5,772 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 84,573 | 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.