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 |
|---|---|---|---|
| CARDAY ASSOCIATES EIN 53-0257019 NONE | Direct payment from the plan; Plan Administrator Service code 14 | 7130 COLUMBIA GATEWAY DR, SUITE A COLUMBIA, MD 21046 | $158K |
| O'DONOGHUE & O'DONOGHUE LLP EIN 53-0120528 NONE | Legal; Direct payment from the plan Service code 29 | 5301 WISCONSIN AVENUE NW 800 WASHINGTON, DC 20015 | $66K |
| AMERICAN HEALTH HOLDING NONE | Direct payment from the plan; Claims processing Service code 12 | 7400 WEST CAMPUS ROAD F-510 NEW ALBANY, OH 430548725 | $41K |
| NAT'L CAPITAL ADMIN SERVICES, INC NONE | Direct payment from the plan; Insurance services Service code 23 | 3928 PENDER DR 100 FAIRFAX, VA 22030 | $35K |
| PNC CAPITAL ADVISORS, LLC EIN 25-1511909 NONE | Direct payment from the plan; Custodial (securities) Service code 19 | 1900 EAST 9TH ST B7-YB13-14-1 CLEVELAND, OH 44114 | $25K |
| CALIBRE CPA GROUP, PLLC EIN 20-8078757 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | 4600 EAST WEST HIGHWAY, SUITE 300 BETHESDA, MD 20814 | $18K |
| BOLTON PARTNERS NONE | Actuarial; Consulting (general); Direct payment from the plan Service code 11 | 36 S. CHARLES ST. 1000 BALTIMORE, MD 21201 | $10K |
| UNION INSURANCE GROUP NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | 303 WEST ERIE STREET, SUITE 310 CHICAGO, IL 60654 | $6K |
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 | 717 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 717 | 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."
Self-funded plan with no stop-loss carrier attached. Catastrophic-risk exposure; stop-loss specialist sales target.