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 | Direct payment from the plan; Claims processing; Accounting (including auditing); Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 10 | 1101 KERMIT DR, STE 800 NASHVILLE, TN 37217 | $160K |
| WEAVER BARKSDALE AND ASSOCIATES EIN 62-1217255 SERVICE PROVIDER | Investment management; Investment advisory (plan); Direct payment from the plan; Investment management fees paid directly by plan Service code 27 | ONE BURTON HILLS BLVD., SUITE 100 NASHVILLE, TN 37215 | $113K |
| FIRST TENNESSEE BANK NA EIN 62-0201385 SERVICE PROVIDER | Direct payment from the plan; Custodial (securities) Service code 19 | 800 S GAY STREET FIFTH FLOOR KNOXVILLE, TN 37929 | $18K |
| SEGAL SELECT INSURANCE SERVICES INC EIN 46-0619194 SERVICE PROVIDER | Direct payment from the plan; Insurance brokerage commissions and fees Service code 50 | — | $15K |
| BREDHOFF & KAISER, PLLC EIN 52-0969534 SERVICE PROVIDER | Legal; Direct payment from the plan Service code 29 | 805 15TH STREET, NW SUITE 1000 WASHINGTON, DC 20036 | $11K |
| PARRIS PRINTING COMPANY LLC EIN 62-1477701 SERVICE PROVIDER | Copying and duplicating; Direct payment from the plan Service code 36 | 211 WHITSETT RD NASHVILLE, TN 37210 | $10K |
| CHERRY BEKAERT, LLP EIN 56-0574444 SERVICE PROVIDER | Accounting (including auditing); Direct payment from the plan Service code 10 | 222 SECOND AVE SOUTH SUITE 1240 NASHVILLE, TN 37201 | $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 | 987 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 758 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,745 | 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.