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 |
|---|---|---|---|
| EMPLOYEE A EIN 58-2308503 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $114K |
| EMPLOYEE C EIN 58-2308503 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $93K |
| SAGEVIEW ADVISORY GROUP, LLC EIN 33-0818667 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $66K |
| EMPLOYEE E EIN 58-2308503 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $54K |
| EMPLOYEE D EIN 58-2308503 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $51K |
| CLAIMVANTAGE INC EIN 30-0369631 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $49K |
| CARR RIGGS & INGRAM, LLC EIN 72-1396621 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $44K |
| AFS ADVISORS, LLC EIN 27-4398433 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $20K |
| MERLINOS & ASSOCIATES INC EIN 58-2512336 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $20K |
| TRUSTEE A EIN 58-2308503 MEMBER OF BOARD TRUSTEES | Trustee (individual); Direct payment from the plan Service code 20 | — | $12K |
| TRUSTEE B EIN 58-2308503 MEMBER OF BOARD TRUSTEES | Direct payment from the plan; Trustee (individual) Service code 20 | — | $12K |
| TRUSTEE C EIN 58-2308503 MEMBER OF BOARD TRUSTEES | Direct payment from the plan; Trustee (individual) Service code 20 | — | $11K |
| TRUSTEE D EIN 58-2308503 MEMBER OF BOARD TRUSTEES | Trustee (individual); Direct payment from the plan Service code 20 | — | $9K |
| RELIANCE TRUST COMPANY EIN 58-1428634 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $8K |
| MAGENIC, INC. EIN 41-1813229 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $7K |
| CLIENT CARE SPECIALIST A EIN 58-2308503 CLIENT CARE SPECIALIST | Participant communication; Direct payment from the plan Service code 38 | — | $7K |
| TRUSTEE E EIN 58-2308503 MEMBER OF BOARD TRUSTEES | Direct payment from the plan; Trustee (individual) Service code 20 | — | $5K |
| CLIENT CARE SPECIALIST B EIN 58-2308503 CLIENT CARE SPECIALIST | Direct payment from the plan; Participant communication Service code 38 | — | $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 | 14,606 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 14,606 | 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.