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 |
|---|---|---|---|
| INTERNATIONAL BROTHERHOOD OF TEAMST EIN 53-0215427 RELATED ORGANIZATION | Recordkeeping fees; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $1.3M |
| SYSTEMATIC FINANCIAL MANAGEMENT EIN 22-3367558 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $142K |
| ALAN D. BILLER & ASSOCIATES, INC. EIN 94-2854958 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $140K |
| PEREGRINE CAPITAL MANAGEMENT, INC. NONE | Direct payment from the plan; Investment management Service code 28 | 800 LASALLE AVENUE, STE 1850 MINNEAPOLIS, MN 55402 | $111K |
| INVESCO TRUST COMPANY NONE | Direct payment from the plan; Investment management Service code 28 | P.O. BOX 79269 ATLANTA, GA 303577269 | $104K |
| THE SEGAL COMPANY EIN 13-1835864 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $101K |
| JOHN D. WARD NONE | Legal; Direct payment from the plan Service code 29 | 2201 N ST., N.W. SUITE 117 WASHINGTON, DC 20037 | $86K |
| JOANNE AMES EIN 52-6128127 IBT EMPLOYEE | Employee (plan); Recordkeeping fees Service code 30 | — | $79K |
| DALE HARRISON EIN 52-6128127 IBT EMPLOYEE | Recordkeeping fees; Employee (plan) Service code 30 | — | $76K |
| TRACEY SCOTT EIN 52-6128127 IBT EMPLOYEE | Employee (plan); Recordkeeping fees Service code 30 | — | $75K |
| ANNETTE MILBROOK EIN 52-6128127 IBT EMPLOYEE | Recordkeeping fees; Employee (plan) Service code 30 | — | $71K |
| PATRICIA COLE EIN 52-6128127 IBT EMPLOYEE | Recordkeeping fees; Employee (plan) Service code 30 | — | $66K |
| GEORGE ASHU EIN 52-6128127 IBT EMPLOYEE | Employee (plan); Recordkeeping fees Service code 30 | — | $62K |
| CRESCENT CAPITAL GROUP LP EIN 93-0994754 RELATED ORGANIZATION | Investment management; Direct payment from the plan Service code 28 | — | $62K |
| CATHY HAYES EIN 52-6128127 IBT EMPLOYEE | Employee (plan); Recordkeeping fees Service code 30 | — | $57K |
| NOVAK FRANCELLA LLC EIN 61-1436956 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $53K |
| COLUMBUS CIRCLE INVESTORS EIN 06-1404803 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $48K |
| MONICA WIMS EIN 52-6128127 IBT EMPLOYEE | Employee (plan); Recordkeeping fees Service code 30 | — | $48K |
| STEPHANIE DORSEY EIN 52-6128127 IBT EMPLOYEE | Employee (plan); Recordkeeping fees Service code 30 | — | $40K |
| NORTHERN TRUST CORPORATION EIN 36-2723087 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $40K |
| MORGAN EVANS EIN 52-6128127 IBT EMPLOYEE | Recordkeeping fees; Employee (plan) Service code 30 | — | $30K |
| KAREN RITTER EIN 52-6128127 IBT EMPLOYEE | Recordkeeping fees; Employee (plan) Service code 30 | — | $26K |
| AMALGAMATED BANK OF NEW YORK EIN 13-4920330 NONE | Investment management fees paid directly by plan; Custodial (securities) Service code 19 | — | $22K |
| TECHMAN SYSTEMS, LLC NONE | Direct payment from the plan; Other services Service code 49 | 10202 COLVIN RUN RD. GREAT FALLS, VA 22066 | $17K |
| CPAS SYSTEMS INC NONE | Other services; Direct payment from the plan Service code 49 | — | $16K |
| MARCO CONSULTING GROUP EIN 36-3555078 NONE | Consulting (pension); Direct payment from the plan Service code 17 | — | $6K |
| WELLS FARGO EIN 41-0449260 NONE | Other services; Direct payment from the plan Service code 49 | — | $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 | 525 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4,070 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 757 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 829 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 6,181 | 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.