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 |
|---|---|---|---|
| BEACHPOINT CAPITAL MANAGMENT LP EIN 80-0242162 NONE | Investment management fees paid directly by plan; Investment management fees paid indirectly by plan; Soft dollars commissions; Investment management Service code 28 | — | $5.1M |
| INTL UNION OF PAINTERS & ALLIED TRA EIN 35-0198600 RELATED ORGANIZATION | Other services; Direct payment from the plan Service code 49 | — | $1.5M |
| JENNINGS SIGMOND P.C. EIN 23-2025670 NONE | Legal; Direct payment from the plan Service code 29 | — | $1.3M |
| NEUBERGER BERMAN LLC EIN 13-5521910 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $1.3M |
| BNY MELLON INVESTMENT MGT LTD NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $1.1M |
| WALTER SCOTT & PARTNERS LTD EIN 98-0465834 NONE | Soft dollars commissions; Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $1.0M |
| CANYON PARTNERS LLC EIN 95-4665514 NONE | Investment management; Other investment fees and expenses; Investment management fees paid indirectly by plan Service code 28 | — | $811K |
| PNC BANK, NATIONAL ASSOCIATION EIN 22-1146430 NONE | Investment management fees paid indirectly by plan; Other investment fees and expenses; Investment management; Trustee (discretionary) Service code 24 | — | $692K |
| VITECH SYSTEMS GROUP INC EIN 13-3785492 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $677K |
| NATIONAL INVESTMENT SERVICES INC EIN 80-0169636 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $665K |
| BLACKROCK INSTITUTIONAL TRUST COMPA EIN 94-3112180 NONE | Investment management; Direct payment from the plan Service code 28 | — | $628K |
| ROTHSCHILD ASSET MANAGEMENT EIN 13-2544634 NONE | Investment management fees paid directly by plan; Other investment fees and expenses; Investment management; Securities brokerage commissions and fees Service code 28 | — | $626K |
| 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 | — | $590K |
| NORTHERN TRUST CORPORATION EIN 36-2723087 NONE | Securities brokerage commissions and fees; Investment management fees paid directly by plan; Custodial (securities); Securities brokerage Service code 19 | — | $485K |
| NOVAK FRANCELLA LLC EIN 61-1436956 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $485K |
| MAKURIA INVESTMENT MANAGEMENT LLP NONE | Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $470K |
| ULLICO EIN 13-1423090 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $466K |
| 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 | — | $456K |
| ROBECO INVESTMENT MANAGEMENT INC EIN 98-0202744 NONE | Soft dollars commissions; Investment management; Investment management fees paid directly by plan Service code 28 | — | $396K |
| MONDRIAN INVESTMENT GROUP U.S. INC. EIN 56-2475915 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $387K |
| NEPC LLC EIN 26-1429809 NONE | Investment management fees paid directly by plan; Investment advisory (plan) Service code 27 | — | $377K |
| KAYNE ANDERSON CAPITAL ADVISORS LP EIN 95-4486379 NONE | Investment management fees paid indirectly by plan; Investment management; Investment advisory (plan); Investment management fees paid directly by plan Service code 27 | — | $351K |
| ASB CAPITAL MANAGEMENT EIN 80-0618452 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $347K |
| THOMA BRAVO LLC EIN 26-1416963 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $293K |
| DAVIDSON KEMPNER CAPITAL MGT LP EIN 13-3863161 NONE | Investment management fees paid indirectly by plan; Other investment fees and expenses; Investment management Service code 28 | — | $284K |
| NORTH SKY CAPITAL LLC EIN 20-2249684 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $270K |
| TIMOTHY MAITLAND EIN 52-6073909 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $262K |
| THE MCKEOGH COMPANY EIN 23-3003375 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $262K |
| ASHMORE INVESTMENT ADVISORS LTD NONE | Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $253K |
| BROWN BROTHERS HARRIMAN & CO EIN 13-4973745 NONE | Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $225K |
| INVESCO TRUST COMPANY EIN 46-3793325 NONE | Investment management; Investment management fees paid directly by plan; Securities brokerage commissions and fees Service code 28 | — | $216K |
| CLINT BEAULIEU EIN 52-6073909 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $196K |
| CHARTWELL INVESTMENT PARTNERS LP EIN 23-2891243 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $195K |
| WELLINGTON TRUST EIN 04-2755549 NONE | Investment management; Investment management fees paid directly by plan; Soft dollars commissions Service code 28 | — | $192K |
| CRESCENT CAPITAL GROUP LP EIN 27-2698206 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $191K |
| AMALGAMATED BANK EIN 13-4920330 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $186K |
| PRUDENTIAL INSURANCE CO OF AMER EIN 22-1211670 NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $178K |
| BLUE BAY LLP EIN 98-1028247 NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $175K |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC EIN 20-0292745 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $174K |
| JAMES RAY EIN 52-6073909 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $167K |
| 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 | — | $163K |
| ALINDA CAPITAL PARTNERS LLC EIN 20-3103500 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $163K |
| JULIET GRAY EIN 52-6073909 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $144K |
| MARSHALL & MOSS LLP EIN 04-3652965 NONE | Accounting (including auditing); Other services; Other fees Service code 10 | — | $141K |
| NAPIER PARK GLOBAL CAPITAL LP EIN 80-0857707 NONE | Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $140K |
| CHRISTENSEN JAMES & MARTIN EIN 88-0330040 NONE | Legal; Direct payment from the plan Service code 29 | — | $131K |
| N'DIA WILLIAMS EIN 52-6073909 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $126K |
| NICKETT BOATWRIGHT EIN 52-6073909 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $124K |
| BRENDA QUEST EIN 52-6073909 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $121K |
| ALCENTRA US EIN 13-5160382 NONE | Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $119K |
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 | 43,396 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 23,940 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 18,420 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 6,745 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 92,501 | 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.