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 indirectly by plan; Investment management; Soft dollars commissions; Investment management fees paid directly by plan Service code 28 | — | $2.5M |
| INTL UNION OF PAINTERS & ALLIED TRA EIN 35-0198600 RELATED ORGANIZATION | Direct payment from the plan; Other services Service code 49 | — | $1.5M |
| JENNINGS SIGMOND P.C. EIN 23-2025670 NONE | Legal; Direct payment from the plan Service code 29 | — | $1.2M |
| NEUBERGER BERMAN LLC EIN 13-5521910 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $1.1M |
| BNY MELLON INVESTMENT MGT LTD NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $1.0M |
| WALTER SCOTT & PARTNERS LTD EIN 98-0465834 NONE | Investment management fees paid indirectly by plan; Soft dollars commissions; Investment management Service code 28 | — | $1.0M |
| ASHMORE INVESTMENT ADVISORS LTD NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $953K |
| NEPC LLC EIN 26-1429809 NONE | Investment advisory (plan); Investment management fees paid directly by plan Service code 27 | — | $834K |
| NORTHERN TRUST CORPORATION EIN 36-2723087 NONE | Investment management fees paid directly by plan; Custodial (securities); Securities brokerage commissions and fees Service code 19 | — | $706K |
| PNC BANK, NATIONAL ASSOCIATION EIN 22-1146430 NONE | Trustee (discretionary); Other investment fees and expenses; Investment management; Investment management fees paid indirectly by plan Service code 24 | — | $699K |
| VITECH SYSTEMS GROUP INC EIN 13-3785492 NONE | Other services; Direct payment from the plan Service code 49 | — | $685K |
| NATIONAL INVESTMENT SERVICES INC EIN 80-0169636 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $609K |
| BLACKROCK INSTITUTIONAL TRUST COMPA EIN 94-3112180 NONE | Direct payment from the plan; Investment management Service code 28 | — | $462K |
| PNC REALTY INVESTORS INC EIN 22-1146430 NONE | Investment management; Other investment fees and expenses; Investment management fees paid indirectly by plan Service code 28 | — | $452K |
| ROBECO INVESTMENT MANAGEMENT INC EIN 98-0202744 NONE | Investment management; Soft dollars commissions; Investment management fees paid directly by plan Service code 28 | — | $408K |
| CANYON PARTNERS LLC EIN 95-4665514 NONE | Investment management; Other investment fees and expenses; Investment management fees paid indirectly by plan Service code 28 | — | $350K |
| ASB CAPITAL MANAGEMENT EIN 80-0618452 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $344K |
| THE CARLYLE GROUP EIN 52-1887096 NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $343K |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC EIN 20-0292745 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $311K |
| NOVAK FRANCELLA LLC EIN 61-1436956 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $310K |
| 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 | — | $298K |
| CRESCENT MEZZANINE PARTNERS EIN 80-0790681 NONE | Investment management; Investment management fees paid directly by plan; Investment management fees paid indirectly by plan; Investment advisory (plan) Service code 27 | — | $293K |
| ULLICO EIN 13-1423090 NONE | Investment management; Other investment fees and expenses; Investment management fees paid directly by plan Service code 28 | — | $261K |
| THE MCKEOGH COMPANY EIN 23-3003375 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $233K |
| CHARTWELL INVESTMENT PARTNERS LP EIN 23-2891243 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $200K |
| WASHINGTON CAPITAL MANAGEMENT INC EIN 91-1042342 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $191K |
| TIMOTHY MAITLAND EIN 52-6073909 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $172K |
| PACIFIC SOUTHWEST ADMINISTRATORS EIN 46-4942970 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $169K |
| MARSHALL & MOSS PAYROLL COMPLIANCE EIN 04-3652965 NONE | Other fees; Accounting (including auditing); Other services Service code 10 | — | $162K |
| GOSAYE KIDANEMARIAM EIN 52-6073909 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $157K |
| BRENDA QUEST EIN 52-6073909 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $134K |
| LAURIE HAND EIN 52-6073909 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $133K |
| CHRISTINA EMMEL EIN 52-6073909 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $130K |
| MAKURIA INVESTMENT MANAGEMENT LLP NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $124K |
| CLINT BEAULIEU EIN 52-6073909 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $122K |
| N'DIA WILLIAMS EIN 52-6073909 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $121K |
| MICHAEL O'MALLEY EIN 52-6073909 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $115K |
| KAYLA MOSBY EIN 52-6073909 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $110K |
| AMALGAMATED BANK EIN 13-4920330 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $107K |
| SCOTT ROBERIE EIN 52-6073909 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $104K |
| MESIROW FINANCIAL MANAGEMENT INC NONE | Investment management; Other investment fees and expenses; Investment management fees paid directly by plan Service code 28 | 353 NORTH CLARK ST CHICAGO, IL 60654 | $103K |
| LAUREN BROWN EIN 52-6073909 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $99K |
| RONI HANKINS EIN 52-6073909 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $99K |
| EVENIZER NANALIG, JR EIN 52-6073909 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $99K |
| JENNIFER ANN RUHLING EIN 52-6073909 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $97K |
| JAMES BOGART EIN 52-6073909 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $97K |
| KELLY PRESS INC EIN 52-0975591 NONE | Direct payment from the plan; Other services Service code 49 | — | $95K |
| FRANK M. VACCARO & ASSOCIATES INC EIN 23-3013555 NONE | Other services; Direct payment from the plan Service code 49 | — | $95K |
| AMIE MCELROY EIN 52-6073909 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $95K |
| JULIET GRAY EIN 52-6073909 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $93K |
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 | 39,638 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 25,009 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 19,840 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 6,134 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 90,621 | 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.