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 |
|---|---|---|---|
| BENEFITS ADMINISTRATION CORPORATION EIN 52-1139156 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $774K |
| A&S FINANCIAL SERVICES, LLC EIN 27-4188863 SERVICE PROVIDER | Contract Administrator Service code 13 | — | $538K |
| AMERICAN HEALTH HOLDING, INC EIN 31-1368946 ADMINISTRATOR | Contract Administrator Service code 13 | — | $383K |
| NCAS ADMINISTRATOR | Contract Administrator Service code 13 | 1501 S. CLINTON STREET, 7TH FLOOR BALTIMORE, MD 21224 | $223K |
| O'DONOGHUE AND O'DONOGHUE EIN 52-0120528 ATTORNEY | Legal Service code 29 | — | $122K |
| SILVER SCRIPTS INSURANCE COMPANY EIN 20-2833904 ADMINISTRATOR | Contract Administrator Service code 13 | — | $110K |
| THE SEGAL COMPANY EIN 13-1835864 ACTUARY | Actuarial Service code 11 | — | $101K |
| ASB CAPITAL MANAGEMENT LLC EIN 80-0618452 INVESTMENT MANAGEMENT | Investment management Service code 28 | — | $94K |
| CVS CAREMARK EIN 05-0494040 ADMINISTRATOR | Contract Administrator Service code 13 | — | $25K |
| SARFINO AND RHOADES, LLP EIN 52-0961657 AUDITOR | Accounting (including auditing) Service code 10 | — | $25K |
| NOVAK FRANCELLA EIN 61-1436956 AUDITOR | Accounting (including auditing) Service code 10 | — | $23K |
| WESTERN ASSET MANAGEMENT COMPANY INVESTMENT MANGEMENT | Investment management fees paid directly by plan Service code 51 | 385 EAST COLORADO BLVD. PASADENA, CA 91101 | $19K |
| GALLAGHER FIDUCIARY ADVISORS EIN 36-4291971 INVESTMENT ADVISOR | Investment advisory (plan) Service code 27 | — | $16K |
| CHANGE HEALTHCARE EIN 20-5716595 ADMINISTRATOR | Claims processing Service code 12 | — | $14K |
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 | 3,672 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 919 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 0 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 4,591 | 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.