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 |
|---|---|---|---|
| STATE STREET BANK & TRUST COMPAY EIN 04-1867445 INVESTMENT MGR | Investment management Service code 28 | — | $54K |
| THE WELCH GROUP EIN 63-1231262 INVESTMENT SERVICE PROVID | Securities brokerage commissions and fees Service code 71 | — | $47K |
| WELCH HORNSBY, INC. EIN 63-0969069 INVESTMENT ADVISOR | Investment management; Investment advisory (plan) Service code 27 | — | $43K |
| WELCH HORNSBY INC EIN 63-0969069 INVESTMENT ADVISOR | Investment advisory (plan); Investment management Service code 27 | — | $30K |
| WELCH HORNSBY, INC EIN 63-0328165 ACCOUNTS MANAGEMENT | Investment management; Investment advisory (plan) Service code 27 | — | $30K |
| PEARCE, BEVILL, LEESBURG, MOOR EIN 63-0813240 PROFESSIONAL FEES | Accounting (including auditing) Service code 10 | — | $26K |
| KINSIGHT LLC EIN 63-1280724 INVESTMENT SERVICE PROVID | Securities brokerage commissions and fees Service code 71 | — | $21K |
| WELCH HORNSY, INC. EIN 63-0969069 INVESTMENT ADVISOR | Investment management Service code 28 | — | $16K |
| MASSMUTUAL FINANCIAL GROUP EIN 04-1590850 RECORDKEEPER | Other services; Participant communication Service code 38 | — | $15K |
| HAYEK KALLEN INVESTMENT MANAGE EIN 63-1215730 INVESTMENT SERVICE PROVID | Securities brokerage commissions and fees Service code 71 | — | $12K |
| MASSACHUSETTS MUTUAL LIFE INS. CO. EIN 04-1590850 CONTRACT ADMINISTRATOR | Investment management fees paid indirectly by plan; Distribution (12b-1) fees; Sub-transfer agency fees; Recordkeeping fees; Other investment fees and expenses Service code 52 | — | $10K |
| CHARLES SCHWAB & CO., INC. EIN 94-1737782 INVESTMENT SERVICE PROVID | Securities brokerage commissions and fees; Shareholder servicing fees; Float revenue Service code 59 | — | $9K |
| MASSMUTUAL EIN 04-1590850 RECORDKEEPER | Other services; Participant communication Service code 38 | — | $6K |
| BRIDGEWORTH LLC EIN 26-3162378 INVESTMENT SERVICE PROVID | Securities brokerage commissions and fees Service code 71 | — | $2K |
| CHARLES SCHWAB INVESTMENT MANAGEMEN EIN 94-3106735 INVESTMENT SERVICE PROVID | Shareholder servicing fees Service code 59 | — | $0 |
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 | 413 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 9 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 110 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 0 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 532 | 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.