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 |
|---|---|---|---|
| WAYNE RICHARDSON EIN 58-6153337 CONTAINER INSPECTOR | Direct payment from the plan; Employee (plan) Service code 30 | — | $151K |
| EMPLOYERS-ILA NC PORTS WELFARE PLAN EIN 58-2126333 AFFILIATED SERVICE FUND | Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general); Participant communication; Copying and duplicating; Accounting (including auditing); Direct payment from the plan; Other services; Contract Administrator; Claims processing Service code 10 | PO BOX 1116 WILLMINGTON, NC 284021116 | $135K |
| SYMPHONA LLP EIN 58-2663273 AUDITOR | Accounting (including auditing); Direct payment from the plan Service code 10 | 118 PARK OF COMMERCE DRIVE SAVANNAH, GA 31405 | $15K |
| EVEREST NATIONAL INSURANCE COMPANY EIN 22-2660372 INSURANCE | Direct payment from the plan; Insurance agents and brokers Service code 22 | 477 MARTINSVILLE RD LIBERTY CORNER, NJ 07938 | $7K |
| PRINCIPAL, PREVIOUSLY WELLS FARGO EIN 94-1347393 TRUSTEE/ CUSTODIAN | Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $5K |
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 | 333 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 333 | 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.