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 |
|---|---|---|---|
| UNION LABOR LIFE INSURANCE COMPANY EIN 53-0228172 INSURANCE PROVIDER | Insurance services Service code 23 | 1625 I ST. NW WASHINGTON, DC 20006 | $522K |
| ADAMS STREET PARTNERS EIN 98-1417831 INVESTMENT MANAGER | Investment management Service code 28 | ONE NORTH WACKER DRIVE, SUITE 2700 CHICAGO, IL 60606 | $240K |
| ISSI EIN 23-2182079 SOFTWARE SUPPORT | Other fees Service code 99 | TWO EXEC CAMPUS SUITE 400 CHERRY HILL, NY 08002 | $195K |
| HORTON GROUP EIN 36-3672171 ACTUARY | Actuarial Service code 11 | 10320 ORLAND PARKWAY ORLAND PARK, IL 60467 | $169K |
| AMERICAN HEALTH EIN 36-2181841 CLAIMS PROCESSING | Claims processing Service code 12 | 233 N MICHIGAN AVE 21ST FLOOR CHICAGO, IL 60601 | $108K |
| ADVANCED MANAGEMENT SOFTWARE SUPPORT | Other fees Service code 99 | 1416 ROBIN HOOD ROAD CHARLESTON, WV 25314 | $91K |
| MARSH & MCLENNAN COMPANIES, INC. EIN 36-2668272 INSURANCE PROVIDER | Insurance services Service code 23 | 1166 AVE OF THE AMERICAS, SUITE B NEW YORK, NY 10036 | $77K |
| NEW TOWER TRUST COMPANY INVESTMENT MANAGER | Investment management Service code 28 | 7315 WISCONSIN AVE SUITE 350W BETHESDA, MD 20814 | $72K |
| JONES PRINTING PRINTING AND PUBLICATION | Copying and duplicating Service code 36 | PO BOX 6038 CHARLESTON, WV 25362 | $65K |
| TELEDOC EIN 04-3705970 VIRTUAL CARE | Consulting (general) Service code 16 | 2 MANHATTANVILLE ROAD PURCHASE, NY 10577 | $63K |
| TA REALTY EIN 04-3101169 INVESTMENT MANAGER | Investment management Service code 28 | 28 STATE STREET, 10TH FLOOR BOSTON, MA 02109 | $62K |
| SEGALL BRYANT & HAMILL EIN 41-1788385 INVESTMENT MANAGER | Investment management Service code 28 | 10 S WACKER DR SUITE 3100 CHICAGO, IL 60606 | $60K |
| MEYER UNKOVIC & SCOTT EIN 25-1008021 LEGAL SERVICES | Insurance agents and brokers Service code 22 | 1300 OLIVER STREET PITTSBURGH, PA 15222 | $59K |
| C.S. MCKEE EIN 25-1095051 INVESTMENT MANAGER | Investment management Service code 28 | ONE GATEWAY CENTER PITTSBURGH, PA 15212 | $56K |
| NEUBERGER BERMAN EIN 13-6068441 INVESTMENT MANAGER | Investment management Service code 28 | 1290 AVENUE OF THE AMERICAS NEW YORK, NY 10104 | $56K |
| PITNEY PURCHASE POWER EIN 06-0495050 POSTAGE | Other services Service code 49 | P.O. BOX 371896 PITTSBURGH, PA 15250 | $48K |
| BOYD WATTERSON ASSET MANAGEMENT INVESTMENT MANAGER | Investment management Service code 28 | 1301 EAST 9TH STREET, SUITE 2900 CLEVELAND, OH 44114 | $33K |
| STANDARD VALUATIONS EIN 41-6206850 INVESTMENT VALUATION | Investment management Service code 28 | 790 CLEVELAND AVE. S, SUITE 220 ST. PAUL, MN 55116 | $30K |
| UNITED BANK EIN 55-0641179 CUSTODIAN | Custodial (other than securities) Service code 18 | 500 VIRGINIA STREET, EAST CHARLESTON, WV 25302 | $25K |
| GRAY GRIFFITH & MAYS, A.C. EIN 55-0621482 AUDITOR | Accounting (including auditing) Service code 10 | 707 VIRGINIA ST. EAST, SUITE 400 CHARLESTON, WV 25301 | $25K |
| 4MOST HEALTH HOLDINGS EIN 31-1538612 REPRICING | Other fees Service code 99 | P.O. BOX 741654 ATLANTA, GA 30384 | $16K |
| HARRIS HARDIN & CO EIN 55-0756523 AUDITOR | Accounting (including auditing) Service code 10 | 404 NINTH STREET, SUITE 201 HUNTINGTON, WV 25723 | $12K |
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 | 1,797 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 301 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 2,098 | 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.