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 |
|---|---|---|---|
| PACE INDUSTRY UNION-MGT. PENSION FU EIN 62-1132799 SERVICE PROVIDER | Claims processing; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Accounting (including auditing) Service code 10 | — | $240K |
| WEAVER C. BARKSDALE & ASSOCS INC EIN 62-1217255 SERVICE PROVIDER | Investment management fees paid directly by plan; Investment advisory (plan); Investment management; Direct payment from the plan Service code 27 | — | $110K |
| FIRST TENNESSEE BANK NA EIN 62-0201385 SERVICE PROVIDER | Direct payment from the plan; Custodial (securities) Service code 19 | — | $17K |
| FRASIER DEAN AND HOWARD PLLC EIN 62-1073578 SERVICE PROVIDER | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $17K |
| SEGAL SELECT INSURANCE SVCS INC EIN 46-0619194 SERVICE PROVIDER | Direct payment from the plan; Insurance brokerage commissions and fees Service code 50 | — | $16K |
| BREDHOFF & KAISER PLLC EIN 52-0969534 SERVICE PROVIDER | Legal; Direct payment from the plan Service code 29 | — | $13K |
| PARRIS PRINTING COMPANY LLC EIN 62-1477701 SERVICE PROVIDER | Copying and duplicating; Direct payment from the plan Service code 36 | — | $9K |
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 | 1,091 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 636 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,727 | 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.