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 |
|---|---|---|---|
| QUANTUM HEALTH INC EIN 20-8423895 NONE | Other services Service code 49 | — | $1.5M |
| ENGAGE2EXCEL NONE | Other services Service code 49 | 115 CORPORATE CENTER DRIVE STE 3 MOORESVILLE, NC 28117 | $639K |
| HEALTHNEXT LLC EIN 27-0887301 NONE | Other services Service code 49 | PO BOX 706 UNIONVILLE, PA 19375 | $259K |
| COMPSYCH CORPORATION EIN 36-3272141 NONE | Other services Service code 49 | — | $195K |
| MCGRIFF INSURANCE SERVICES EIN 86-1623293 NONE | Other services Service code 49 | PO BOX 890978 CHARLOTTE, NC 282890978 | $162K |
| SIMPLE HEALTH LLC EIN 46-1659606 NONE | Other services Service code 49 | 5 PORTOFINO DRIVE PENSACOLA BEACH, FL 32561 | $155K |
| TRULIFECARE LLC EIN 45-4924871 NONE | Other services Service code 49 | PO BOX 2946 BRENTWOOD, TN 370242496 | $142K |
| LIFESPEAK NONE | Other services Service code 49 | — | $63K |
| UKG INC EIN 65-0694077 NONE | Other services Service code 49 | — | $62K |
| VANDERBILT UNIVERSITY MED CENTER EIN 35-2528741 NONE | Other services Service code 49 | — | $31K |
| CBIZ CPAS P.C. EIN 43-1947695 AUDITOR | Accounting (including auditing) Service code 10 | 5100 POPLAR AVENUE 30TH FLOOR MEMPHIS, TN 38137 | $30K |
| HAWAII MEDICAL SERVICE ASSN EIN 99-0040115 NONE | Other services Service code 49 | PO BOX 2981 HONOLULU, HI 968202210 | $29K |
| BAKER, DONELSON, BEARMAN, CALDWELL EIN 62-1047356 LEGAL | Legal Service code 29 | 165 MADISON AVENUE MEMPHIS, TN 38103 | $18K |
| BAPTIST MEMORIAL MEDICAL GROUP NONE | Other services Service code 49 | 6027 WALNUT GROVE RD MEMPHIS, TN 38120 | $12K |
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 | 5,563 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 19 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 5,582 | 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.