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 | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping fees Service code 15 | — | $807K |
| WASATCH GLOBAL INVESTORS EIN 87-0319391 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $184K |
| WHITE OAK GLOBAL ADVISORS, LLC EIN 26-0340395 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $180K |
| ALAN D. BILLER & ASSOCIATES, INC. EIN 94-2854958 NONE | Direct payment from the plan; Investment management Service code 28 | — | $174K |
| J.P. MORGAN CHASE BANK, NAT'L ASSOC EIN 13-4994650 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $127K |
| SYSTEMATIC FINANCIAL MANAGEMENT EIN 22-3367558 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $126K |
| JOANNE AMES EIN 52-6128127 IBT EMPLOYEE | Employee (plan); Recordkeeping fees Service code 30 | — | $105K |
| TRACEY SCOTT EIN 52-6128127 IBT EMPLOYEE | Employee (plan); Recordkeeping fees Service code 30 | — | $101K |
| ULLICO INVESTMENT ADVISORS INC. EIN 52-6435649 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $92K |
| GEORGE ASHU EIN 52-6128127 IBT EMPLOYEE | Employee (plan); Recordkeeping fees Service code 30 | — | $82K |
| THE SEGAL COMPANY EIN 13-1835864 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $77K |
| NOVAK FRANCELLA LLC EIN 61-1436956 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $56K |
| PATRICIA COLE EIN 52-6128127 IBT EMPLOYEE | Recordkeeping fees; Employee (plan) Service code 30 | — | $54K |
| LOUISA MARGARET SLAPPEY EIN 52-6128127 IBT EMPLOYEE | Recordkeeping fees; Employee (plan) Service code 30 | — | $51K |
| CARLA ROBLES EIN 52-6128127 IBT EMPLOYEE | Employee (plan); Recordkeeping fees Service code 30 | — | $50K |
| AMALGAMATED BANK OF NEW YORK EIN 13-4920330 NONE | Investment management fees paid directly by plan; Custodial (securities) Service code 19 | — | $37K |
| PANAGORA ASSET MANAGEMENT EIN 04-3063840 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $21K |
| JOHN D. WARD NONE | Legal; Direct payment from the plan Service code 29 | 2201 N ST., N.W. SUITE 117 WASHINGTON, DC 20037 | $11K |
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 | 309 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3,292 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 517 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 746 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 4,864 | 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.