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 |
|---|---|---|---|
| STRATEGIC CAPITAL INVESTMENT ADVISO EIN 36-4268991 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $88K |
| RENEE ASHWORTH EIN 62-6077945 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $85K |
| NATIONAL INVESTMENT SERVICE EIN 80-0169636 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $47K |
| SOUTHERN ACTUARIAL SERVICES COMPANY EIN 58-2409046 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $37K |
| CLARION PARTNERS LLC EIN 13-3379970 NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $26K |
| NOVAK FRANCELLA, LLC EIN 61-1436956 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $24K |
| STRANCH, JENNINGS & GARVEY EIN 92-1968638 NONE | Legal; Direct payment from the plan Service code 29 | — | $20K |
| WASHINGTON CAPITAL MANAGEMENT INC 911042342 | Investment management fees paid directly by plan; Investment management Service code 28 | — | $18K |
| STOCKBRIDGE CAPITAL GROUP EIN 42-1558275 NONE | Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $11K |
| AMERICAN REALTY ADVISORS EIN 33-0123114 NONE | Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $8K |
| RREEF AMERICA LLC NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | 22 S RIVERSIDE PLAZE, 34TH FL CHICAGO, IL 60606 | $7K |
| ARES MANAGEMNT LLC EIN 27-2078839 NONE | Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $6K |
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 | 430 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 349 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 167 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 15 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 961 | 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."
No prospect flags tripped on this filing.