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 EIN 62-1132799 SERVICE PROVIDER | Claims processing; Accounting (including auditing); Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 10 | 1101 KERMIT DR. STE 800 NASHVILLE, TN 37217 | $564K |
| ALAN BILLER ASSOCIATES INC. EIN 94-2854958 SERVICE PROVIDER | Investment management fees paid directly by plan; Direct payment from the plan; Investment advisory (plan); Investment management Service code 27 | 535 MIDDLEFIELD RD, SUITE 230 MENLO PARK, CA 94025 | $71K |
| CHERRY BEKAERT LLP EIN 56-0574444 SERVICE PROVIDER | Direct payment from the plan; Accounting (including auditing) Service code 10 | 222 2ND AVENUE S., SUIT E1240 NASHVILLE, TN 37201 | $20K |
| SEGAL SELECT INSURANCE SERVICES INC EIN 46-0619194 SERVICE PROVIDER | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | 333 WEST 34TH STREET NEW YORK, NY 10001 | $18K |
| BREDHOFF & KAISER, PLLC EIN 52-0969534 SERVICE PROVIDER | Direct payment from the plan; Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Accounting (including auditing) Service code 10 | 805 15TH STREET NW SUITE 1000 WASHINGTON, DC 20005 | $13K |
| PRISMA NASHVILLE, LLC EIN 86-2511770 SERVICE PROVIDER | Other services; Copying and duplicating; Direct payment from the plan Service code 36 | 2947 BRICK CHURCH PIKE FIFTH FLOOR NASHVILLE, TX 37207 | $11K |
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 | 1,130 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,635 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,765 | 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.