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 |
|---|---|---|---|
| SOUTHERN BENEFIT ADMINISTRATORS EIN 62-1116095 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $392K |
| WITHERS BENEFIT CONSULTANTS, INC. EIN 59-3309390 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $45K |
| VENABLE LAW FIRM, PA EIN 59-1824867 NONE | Investment management; Direct payment from the plan Service code 28 | — | $29K |
| PNC ASSET MANAGEMENT EIN 52-1241825 NONE | Investment management; Direct payment from the plan Service code 28 | — | $25K |
| INVESTMENT PERFORMANCE SERVICE EIN 58-2432390 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $25K |
| POST INTERMEDIATE TERM NONE | Custodial (other than securities); Direct payment from the plan Service code 18 | 1620 26TH STREET SUITE 6500 N SANTA MONICA, CA 90404 | $25K |
| AGH EIN 58-2588678 NONE | Accounting (including auditing) Service code 10 | — | $24K |
| ALAN EICHEINBAUM EIN 26-6065243 NONE | Legal; Direct payment from the plan Service code 29 | — | $14K |
| THE BANK OF NEW YORK MELLON EIN 13-5160382 NONE | Direct payment from the plan; Custodial (other than securities) Service code 18 | — | $11K |
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 | 1,594 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 102 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,696 | 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.