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 |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD HEALTHCARE EIN 58-1638390 NONE | Other services; Claims processing; Direct payment from the plan; Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator Service code 12 | — | $3.7M |
| BRIDGEWAY EIN 52-1796473 NONE | Other services; Direct payment from the plan Service code 49 | — | $376K |
| HOWARD, MOORE, & MCDUFFIE, P.C. EIN 58-1484212 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $146K |
| CAREMARK EIN 75-2882129 NONE | Other services; Other fees Service code 49 | — | $137K |
| KATHY HEERY ADMINISTRATOR, EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $124K |
| LANA HICKOX ASST. ADMINISTRATOR | Employee (plan); Direct payment from the plan Service code 30 | — | $98K |
| CASCO CONSULTANTS EIN 54-1788195 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $98K |
| INFINITY EIN 58-2437388 NONE | Other services Service code 49 | — | $88K |
| JANICE AMBROSE ACCOUNTANT, EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $87K |
| MICHELLE LEOPOLD EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $69K |
| PATRICIA LEE EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $64K |
| LINDSEY BANCROFT EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $63K |
| CHRISTOPHER HEERY EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $62K |
| SEGAL SELECT INSURANCE SERVICES INC EIN 46-0619194 NONE | Insurance services; Insurance brokerage commissions and fees Service code 23 | — | $61K |
| SEIX INVESTMENT ADVISORS EIN 95-4191764 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $59K |
| SHERRY DURDEN EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $59K |
| STEPHANIE SABA EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $56K |
| LINDA ZITTRAUER EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $54K |
| PERLA A HERNANDEZ EMPLOYEE | Other services; Direct payment from the plan Service code 49 | — | $51K |
| SPEAR WILDERMAN, PC EIN 23-2749511 NONE | Direct payment from the plan; Legal Service code 29 | — | $51K |
| INVESCO ADVISERS, INC. EIN 58-1707262 NONE | Soft dollars commissions; Investment management fees paid indirectly by plan Service code 52 | — | $29K |
| QUAN VEST CONSULTING EIN 11-2559669 NONE | Investment advisory (plan); Investment management fees paid directly by plan Service code 27 | — | $28K |
| WEAVER & TIDWELL, LLP EIN 75-0786316 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $22K |
| FAIR HEALTH INC EIN 90-0524293 NONE | Other fees; Other services Service code 49 | — | $16K |
| THE HARTFORD EIN 58-1575035 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $8K |
| SHERRILL & COMPANY EIN 87-2917800 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $7K |
| CLEARWAVE FIBER EIN 87-3752257 NONE | Direct payment from the plan; Other services Service code 49 | — | $7K |
| COMERICA BANK EIN 42-1741646 NONE | Other investment fees and expenses; Custodial (securities) Service code 19 | — | $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 | 7,383 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 8 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 7,391 | 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.