Filings through .
History & trajectory Charts need 2 or more years. This plan has 8 years on file. Pro shows premium, premium per covered life, covered lives and carrier and broker share for every year.
See pricingThe plan is self-funded and has no stop-loss carrier. A large claim hits the plan directly. Stop-loss carriers can pitch it.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
No insurance carriers on this filing. Self-funded health and benefits plans typically pay TPAs and PBMs through Schedule C, not Schedule A.
These benefits are declared on the Form 5500 main form. A ✓ means the benefit also has a Schedule A insurance contract. Without one, plan assets or a Schedule C TPA fund the benefit.
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 317 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 6,617 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 2,546 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 764 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 10,244 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
This filing has no Schedule A insurance contracts. This is typical of fully self-funded plans. 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 instead of this filer's headcount. We show the row, but it does not count the people in this plan.
Brokers paid through Schedule A and service providers paid through Schedule C.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| WELLINGTON EIN 04-2755549 INVESTMENT MANAGER | Actuarial; Direct payment from the plan Service code 11 | — | $511K |
| TELUS HEALTH EIN 52-1883918 CONSULTING | Participant communication; Direct payment from the plan Service code 38 | — | $323K |
| LEGAL & GENERAL INVESTMENT MANAGEME EIN 20-8058531 INVESTMENT ADVISOR | Investment management; Direct payment from the plan Service code 28 | — | $286K |
| TOWERS WATSON EIN 23-1159360 ACTUARY | Recordkeeping fees; Actuarial; Direct payment from the plan Service code 11 | — | $275K |
| ATLANTA CAPITAL EIN 58-2236910 INVESTMENT MANAGER | Direct payment from the plan; Investment management Service code 28 | — | $245K |
| MERCER HUMAN RESOURCES EIN 13-2834414 ACTUARY | Direct payment from the plan; Actuarial; Consulting (pension); Recordkeeping fees Service code 11 | — | $123K |
| CALLAN ASSOCIATES, INC. EIN 94-2192581 ACTUARY | Direct payment from the plan; Consulting (general) Service code 16 | — | $122K |
| WARREN AVERETT EIN 45-4084437 ACCOUNTING | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $80K |
| NISA INVESTMENT ADVISORS EIN 48-1140940 INVESTMENT MANAGEMENT | Direct payment from the plan; Investment management Service code 28 | — | $54K |
| ERNST & YOUNG EIN 34-6565596 ACCOUNTING | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $17K |
| FLEX EIN 63-0807007 COMMUNICATIONS | Direct payment from the plan; Copying and duplicating Service code 36 | — | $6K |
This section shows how the plan is funded and what that means for risk.
Welfare charges, retention and retention rate (the carrier margin on this plan) are on Pro.
5 contacts
Phone and email for the actuary are on Pro.
8 filings · 2018 to 2025