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 | Soft dollars commissions; Investment management fees paid directly by plan; Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $2.8M |
| INTL UNION OF PAINTERS & ALLIED TRA EIN 35-0198600 RELATED ORGANIZATION | Other services; Direct payment from the plan Service code 49 | — | $2.0M |
| JENNINGS SIGMOND P.C. EIN 23-2025670 NONE | Legal; Direct payment from the plan Service code 29 | — | $1.7M |
| NEPC LLC EIN 26-1429809 NONE | Investment advisory (plan); Investment management fees paid directly by plan Service code 27 | — | $1.2M |
| ASHMORE INVESTMENT ADVISORS LTD NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $1.0M |
| NEUBERGER BERMAN LLC EIN 13-5521910 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $981K |
| VITECH SYSTEMS GROUP INC EIN 13-3785492 NONE | Direct payment from the plan; Other services Service code 49 | — | $701K |
| BNY MELLON INVESTMENT MGT LTD NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $637K |
| WALTER SCOTT & PARTNERS LTD EIN 98-0465834 NONE | Investment management; Soft dollars commissions; Investment management fees paid indirectly by plan Service code 28 | — | $612K |
| BLACKROCK INSTITUTIONAL TRUST COMPA EIN 94-3112180 NONE | Direct payment from the plan; Investment management Service code 28 | — | $607K |
| ROBECO INVESTMENT MANAGEMENT INC EIN 98-0202744 NONE | Investment management fees paid directly by plan; Soft dollars commissions; Investment management Service code 28 | — | $559K |
| NORTHERN TRUST CORPORATION EIN 36-2723087 NONE | Custodial (securities); Investment management fees paid directly by plan; Securities brokerage commissions and fees Service code 19 | — | $554K |
| PNC BANK, NATIONAL ASSOCIATION EIN 22-1146430 NONE | Investment management fees paid indirectly by plan; Other investment fees and expenses; Trustee (discretionary); Investment management Service code 24 | — | $467K |
| LIGHTYEAR CAPITAL LLC EIN 13-4146067 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $457K |
| THE CARLYLE GROUP EIN 52-1887096 NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $450K |
| NOVAK FRANCELLA LLC EIN 61-1436956 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $425K |
| CANYON PARTNERS LLC EIN 95-4665514 NONE | Investment management fees paid indirectly by plan; Other investment fees and expenses; Investment management Service code 28 | — | $425K |
| MAKURIA INVESTMENT MANAGEMENT LLP NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $393K |
| THE MCKEOGH COMPANY EIN 23-3003375 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $342K |
| WELLINGTON TRUST EIN 04-2755549 NONE | Soft dollars commissions; Investment management fees paid directly by plan; Investment management Service code 28 | — | $321K |
| ASB CAPITAL MANAGEMENT EIN 80-0618452 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $301K |
| PNC REALTY INVESTORS INC EIN 22-1146430 NONE | Investment management fees paid indirectly by plan; Investment management; Other investment fees and expenses Service code 28 | — | $300K |
| NATIONAL INVESTMENT SERVICES INC EIN 84-3937993 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $293K |
| ULLICO INVESTMENT ADVISORS, INC. EIN 52-6435649 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $277K |
| ADAM BOSTON EIN 52-6073909 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $245K |
| SCHRODER INVESTMENT MANAGEMENT NORT EIN 13-4064414 NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $226K |
| TIMOTHY MAITLAND EIN 52-6073909 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $204K |
| TRIVE STRUCTURED CAPITAL PRTNRS LP EIN 86-1677781 NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $195K |
| THE SEGAL COMPANY, INC. EIN 13-1835864 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $185K |
| MARSHALL & MOSS PAYROLL COMPLIANCE EIN 04-3652965 NONE | Other fees; Accounting (including auditing); Other services Service code 10 | — | $182K |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC EIN 20-0292745 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $178K |
| 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 | — | $173K |
| CRESCENT MEZZANINE PARTNERS EIN 80-0790681 NONE | Investment advisory (plan); Investment management; Investment management fees paid indirectly by plan; Investment management fees paid directly by plan Service code 27 | — | $165K |
| KELLY PRESS INC EIN 52-0975591 NONE | Other services; Direct payment from the plan Service code 49 | — | $155K |
| CHARTWELL INVESTMENT PARTNERS LP EIN 36-4776242 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $144K |
| LAURIE HAND EIN 52-6073909 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $140K |
| NICKETT BOATWRIGHT EIN 52-6073909 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $138K |
| BRENDA QUEST EIN 52-6073909 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $134K |
| CHRISTINA EMMEL EIN 52-6073909 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $133K |
| J.F. LEHMAN & COMPANY LLC EIN 81-5378532 NONE | Investment management; Other investment fees and expenses; Investment management fees paid indirectly by plan Service code 28 | — | $127K |
| CLINT BEAULIEU EIN 52-6073909 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $127K |
| BESSERMER VENTURE PARTNERS NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | 889 WINSLOW STREET - STE 500 REDWOOD CITY, CA 94063 | $123K |
| MICHAEL O'MALLEY EIN 52-6073909 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $121K |
| N'DIA WILLIAMS EIN 52-6073909 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $115K |
| GOSAYE KIDANEMARIAM EIN 52-6073909 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $115K |
| SCOTT ROBERIE EIN 52-6073909 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $112K |
| FOLOTOTO AIOLUPOTEA EIN 52-6073909 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $108K |
| AMY MCELORY EIN 52-6073909 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $107K |
| JENNIFER ANN RUHLING EIN 52-6073909 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $106K |
| EVENIZER NANALIG, JR EIN 52-6073909 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $106K |
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 | 50,952 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 24,614 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 21,182 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 6,208 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 102,956 | 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.