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 |
|---|---|---|---|
| UNITED HEALTHCARE INSURANCE EIN 36-2739571 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $511K |
| SOUTHERN BENEFITS ADMINISTRATOR EIN 62-1116095 NONE | Direct payment from the plan; Actuarial; Contract Administrator; Consulting (general) Service code 11 | — | $492K |
| VENABLE LAW FIRM EIN 59-1824867 NONE | Legal; Direct payment from the plan Service code 29 | — | $34K |
| LAPADULA CARLSON & CO. EIN 65-0292391 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $33K |
| POST INTERMEDIATE TERM HIGH YIELD EIN 45-3138207 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $26K |
| PNC WEALTH MANAGEMENT EIN 22-3952636 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $26K |
| INVESTMENT PERFORMANCE SERVICE EIN 58-2432390 NONE | Direct payment from the plan; Consulting (pension) Service code 17 | — | $26K |
| LAW OFFICES OF ALAN EICHENBAUM EIN 26-6065243 NONE | Legal; Direct payment from the plan Service code 29 | — | $16K |
| BANK OF NY MELLON EIN 13-2614959 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $14K |
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 | 1,452 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 50 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,502 | 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.