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 |
|---|---|---|---|
| ANTHEM BLUE CROSS AND BLUE SHIELD EIN 58-1638390 NONE | Direct payment from the plan; Contract Administrator; Float revenue; Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services Service code 12 | — | $3.4M |
| BRIDGEWAY EIN 52-1796473 NONE | Direct payment from the plan; Other services Service code 49 | — | $217K |
| CAREMARK EIN 75-2882129 NONE | Other fees; Other services Service code 49 | — | $190K |
| HOWARD, MOORE, & MCDUFFIE, P.C. EIN 58-1484212 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $153K |
| BASYS EIN 52-1796473 NONE | Other services; Direct payment from the plan Service code 49 | — | $134K |
| KATHY HEERY ADMINISTRATOR, EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $110K |
| CASCO CONSULTANTS EIN 54-1788195 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $90K |
| LANA HICKOX ASST ADMINISTRATOR | Employee (plan); Direct payment from the plan Service code 30 | — | $86K |
| SEGAL SELECT INSURANCE SERVICES INC EIN 46-0619194 NONE | Insurance services; Insurance brokerage commissions and fees Service code 23 | — | $81K |
| SEIX INVESTMENT ADVISORS EIN 95-4191764 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $60K |
| PATRICIA LEE EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $56K |
| SHERRY DURDEN EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $56K |
| MICHELLE LEOPOLD EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $55K |
| TREVOR RUGGLES ACCOUNTANT, EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $54K |
| LINDSEY BANCROFT EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $54K |
| CHRISTOPHER HEERY EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $52K |
| SPEAR WILDERMAN, PC EIN 23-2749511 NONE | Legal; Direct payment from the plan Service code 29 | — | $51K |
| STEPHANIE SABA EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $50K |
| PERLA A HERNANDEZ EMPLOYEE | Direct payment from the plan; Other services Service code 49 | — | $46K |
| LINDA ZITTRAUER EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $46K |
| INFINITY EIN 58-2437388 NONE | Other services Service code 49 | — | $41K |
| QUAN VEST CONSULTING EIN 11-2559669 NONE | Investment management fees paid directly by plan; Investment advisory (plan) Service code 27 | — | $27K |
| INVESCO ADVISERS, INC. EIN 58-1707262 NONE | Product termination fees (surrender charges, etc.); Investment management fees paid indirectly by plan Service code 52 | — | $26K |
| KENNETH BUS EMPLOYEE | Direct payment from the plan; Other services Service code 49 | — | $24K |
| TRUIST BANK EIN 58-1575035 NONE | Trustee (bank, trust company, or similar financial institution); Direct payment from the plan Service code 21 | — | $23K |
| FAIR HEALTH INC EIN 90-0524293 NONE | Other fees; Other services Service code 49 | — | $15K |
| THE HARTFORD EIN 58-1575035 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $8K |
| CLEARWAVE FIBER EIN 87-3752257 NONE | Direct payment from the plan; Other services Service code 49 | — | $7K |
| SHERRILL & COMPANY EIN 87-2917800 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $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 | 7,357 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 10 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 7,367 | 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.