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 |
|---|---|---|---|
| HEALTHNEXT LLC EIN 27-0887301 NONE | Other services Service code 49 | PO BOX 706 UNIONVILLE, PA 19375 | $319K |
| CONSUMER MEDICAL EIN 04-3367006 NONE | Other services Service code 49 | 64 SCHOOSETT STREET PEMBROKE, MA 02359 | $272K |
| SIMPLE HEALTH LLC EIN 46-1659606 NONE | Other services Service code 49 | 5 PORTOFINO DRIVE PENSACOLA BEACH, FL 32561 | $188K |
| ENGAGE2EXCEL NONE | Other services Service code 49 | 115 CORPORATE CENTER DRIVE STE 3 MOORESVILLE, NC 28117 | $162K |
| TRULIFECARE LLC EIN 45-4924871 NONE | Other services Service code 49 | PO BOX 2946 BRENTWOOD, TN 370242496 | $145K |
| WELLNESS CONSULTANTS LLC EIN 83-2683493 NONE | Other services Service code 49 | 4772 AYNSLEY DR MEMPHIS, TN 38117 | $144K |
| LIFESPEAK NONE | Other services Service code 49 | — | $107K |
| MCGRIFF INSURANCE SERVICES EIN 86-1623293 NONE | Other services Service code 49 | PO BOX 890978 CHARLOTTE, NC 282890978 | $81K |
| ULTIMATE SOFTWARE NONE | Other services Service code 49 | 2000 ULTIMATE WAY WESTON, FL 33326 | $61K |
| MAYER HOFFMAN MCCANN EIN 43-1947695 AUDITOR | Accounting (including auditing) Service code 10 | 5100 POPLAR AVENUE 30TH FLOOR MEMPHIS, TN 38137 | $50K |
| HAWAII MEDICAL SERVICE ASSN EIN 99-0040115 NONE | Other services Service code 49 | PO BOX 2981 HONOLULU, HI 968202210 | $33K |
| LEWIS JAMES PROFESSIONAL NONE | Other services Service code 49 | 5280 AVALON BOULEVARD ALPHARETTA, GA 30009 | $17K |
| BAKER, DONELSON, BEARMAN, CALDWELL EIN 62-1047356 LEGAL | Legal Service code 29 | 165 MADISON AVENUE MEMPHIS, TN 38103 | $11K |
| BAPTIST MEMORIAL MEDICAL GROUP NONE | Other services Service code 49 | 6027 WALNUT GROVE RD MEMPHIS, TN 38120 | $10K |
| MEMPHIS BUSINESS GROUP ON HEALTH EIN 62-1241760 CONTRACT ADMIN | Contract Administrator Service code 13 | 5050 POPLAR AVENUE 509 MEMPHIS, TN 381570509 | $9K |
| FIRST HORIZON BANK ASSOC EIN 62-0201385 TRUSTEE | Trustee (discretionary) Service code 24 | PO BOX 84 MEMPHIS, TN 38101 | $8K |
| CERIDIAN CORPORATION EIN 41-1981625 NONE | Other services Service code 49 | 3311 EAST OLD SHAKOPEE ROAD BLOOMINGTON, MN 55425 | $7K |
| COVENANT HEALTH NONE | Other services Service code 49 | 244 FORT SANDERS WEST BLDV KNOXVILLE, TN 37922 | $5K |
| AON INVESTMENT CONSULTING EIN 36-3109431 GENERAL CONSULTING | Consulting (general) Service code 16 | 39584 TREASURY CENTER CHICAGO, IL 606949500 | $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 | 6,126 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 6,129 | 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.