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 |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD ALABAMA EIN 63-0103830 N/A | Contract Administrator; Claims processing; Direct payment from the plan Service code 12 | — | $3.1M |
| BLUE CROSS BLUE SHIELD OF GA INC EIN 58-0469845 N/A | Float revenue; Claims processing; Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Contract Administrator Service code 12 | — | $1.7M |
| AON CORPORATION (HEWITT) EIN 36-3051915 N/A | Claims processing; Direct payment from the plan; Consulting (general) Service code 12 | — | $1.4M |
| CAREMARK EIN 05-0508742 N/A | Claims processing; Direct payment from the plan Service code 12 | — | $537K |
| NEWPORT GROUP EIN 59-3099288 N/A | Investment management fees paid directly by plan; Insurance brokerage commissions and fees; Consulting (general) Service code 16 | — | $122K |
| THE BANK OF NY MELLON EIN 13-5160382 N/A | Investment management; Float revenue; Trustee (bank, trust company, or similar financial institution); Investment management fees paid directly by plan; Shareholder servicing fees Service code 21 | — | $79K |
| TROUTMAN SANDERS LLP EIN 58-0946915 N/A | Legal; Direct payment from the plan Service code 29 | — | $63K |
| XEROX CORPORATION (BUCK) EIN 16-0468020 N/A | Consulting (general); Direct payment from the plan Service code 16 | — | $55K |
| VALUEOPTIONS EIN 54-1692863 N/A | Direct payment from the plan; Claims processing Service code 12 | — | $54K |
| CAPTRUST ADVISORS LLC EIN 26-0058143 N/A | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $38K |
| VIVA HEALTH, INC. EIN 63-1156363 N/A | Contract Administrator; Direct payment from the plan Service code 13 | — | $14K |
| RHUMBLINE ADVISORS EIN 04-3345692 N/A | Investment management fees paid directly by plan; Investment advisory (plan) Service code 27 | — | $10K |
| HANCOCK BANK EIN 64-0169065 N/A | Trustee (bank, trust company, or similar financial institution); Direct payment from the plan Service code 21 | — | $8K |
| SWARTHMORE GROUP EIN 23-3042105 N/A | Investment management fees paid directly by plan; Investment management 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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 14,668 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 14,668 | 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.