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 |
|---|---|---|---|
| TUCKER ARENSBERG PC EIN 25-1425735 NONE | Legal; Direct payment from the plan Service code 29 | — | $1.3M |
| NEPC LLC EIN 26-1429809 NONE | Investment advisory (plan); Investment management fees paid directly by plan Service code 27 | — | $1.2M |
| PNC BANK, NATIONAL ASSOCIATION EIN 22-1146430 NONE | Trustee (discretionary); Investment management fees paid indirectly by plan; Other investment fees and expenses; Investment management Service code 24 | — | $773K |
| WELLINGTON TRUST EIN 04-2755549 NONE | Investment management; Investment management fees paid directly by plan; Soft dollars commissions Service code 28 | — | $730K |
| VITECH SYSTEMS GROUP INC EIN 13-3785492 NONE | Other services; Direct payment from the plan Service code 49 | — | $627K |
| PNC REALTY INVESTORS INC EIN 22-1146430 NONE | Investment management; Investment management fees paid indirectly by plan; Other investment fees and expenses Service code 28 | — | $519K |
| JENNINGS SIGMOND P.C. EIN 23-2025670 NONE | Legal; Direct payment from the plan Service code 29 | — | $481K |
| NORTHERN TRUST CORPORATION EIN 36-2723087 NONE | Investment management fees paid directly by plan; Custodial (securities); Securities brokerage commissions and fees Service code 19 | — | $467K |
| THE SEGAL COMPANY, INC. EIN 13-1835864 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $442K |
| BEACHPOINT CAPITAL MANAGMENT LP EIN 80-0242162 NONE | Investment management; Soft dollars commissions; Investment management fees paid indirectly by plan; Investment management fees paid directly by plan Service code 28 | — | $424K |
| BOSTON PARTNERS GLOBAL INVESTORS EIN 98-0202744 NONE | Investment management fees paid directly by plan; Soft dollars commissions; Investment management Service code 28 | — | $422K |
| SCHRODER INVESTMENT MANAGEMENT NORT EIN 13-4064414 NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $420K |
| ASHMORE INVESTMENT ADVISORS LTD NONE | Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $417K |
| PAINTING INDUSTRY INSURANCE FD DC6 EIN 34-0695505 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $388K |
| NOVAK FRANCELLA LLC EIN 61-1436956 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $358K |
| THE CARLYLE GROUP EIN 52-1887096 NONE | Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $354K |
| LIGHTYEAR CAPITAL LLC EIN 13-4146067 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $306K |
| TRIVE STRUCTURED CAPITAL PRTNRS LP EIN 86-1677781 NONE | Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $300K |
| TERRY NELSON EIN 52-6073909 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $289K |
| ULLICO INVESTMENT ADVISORS, INC. EIN 52-6435649 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $287K |
| ADAM BOSTON EIN 52-6073909 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $278K |
| CHARTWELL INVESTMENT PARTNERS LP EIN 36-4776242 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $245K |
| NATIONAL INVESTMENT SERVICES INC EIN 84-3937993 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $205K |
| THOMA BRAVO LLC EIN 26-1416963 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $170K |
| JULIET GRAY EIN 52-6073909 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $162K |
| 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 | — | $161K |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC EIN 20-0292745 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $156K |
| N'DIA WILLIAMS EIN 52-6073909 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $154K |
| NICKETT BOATWRIGHT EIN 52-6073909 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $143K |
| LAURIE HAND EIN 52-6073909 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $142K |
| MICHAEL O'MALLEY EIN 52-6073909 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $139K |
| MARSHALL & MOSS PAYROLL COMPLIANCE EIN 04-3652965 NONE | Other services; Accounting (including auditing); Other fees Service code 10 | — | $137K |
| JAMES BOGART EIN 52-6073909 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $132K |
| CLINT BEAULIEU EIN 52-6073909 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $131K |
| WASHINGTON CAPITAL MANAGEMENT INC EIN 91-1042342 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $131K |
| KELLY PRESS INC EIN 52-0975591 NONE | Other services; Direct payment from the plan Service code 49 | — | $128K |
| CRESCENT CAPITAL GROUP LP EIN 27-2698206 NONE | Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $123K |
| CHRISTINA EMMEL EIN 52-6073909 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $122K |
| ASB CAPITAL MANAGEMENT EIN 80-0618452 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $122K |
| BRENDA QUEST EIN 52-6073909 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $116K |
| FOLOTOTO AIOLUPOTEA EIN 52-6073909 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $112K |
| VANESSA HENDERSON EIN 52-6073909 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $107K |
| EVENIZER NANALIG, JR EIN 52-6073909 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $106K |
| JENNIFER ANN RUHLING EIN 52-6073909 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $105K |
| ANDREW HARDING EIN 52-6073909 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $101K |
| FRANK M. VACCARO & ASSOCIATES INC EIN 23-2148108 NONE | Direct payment from the plan; Other services Service code 49 | — | $96K |
| VENISSA NORRIS EIN 52-6073909 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $95K |
| ASHLEY SOSA EIN 52-6073909 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $94K |
| WILSON-MCSHANE CORPORATION EIN 41-0956552 NONE | Direct payment from the plan; Other services Service code 49 | — | $93K |
| GOSAYE KIDANEMARIAM EIN 52-6073909 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $90K |
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 | 44,973 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 24,933 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 18,427 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 6,305 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 94,638 | 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.