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 |
|---|---|---|---|
| LEGAL & GENERAL INVESTMENT MANAGEME EIN 20-8058531 INVESTMENT ADVISOR | Investment management; Direct payment from the plan Service code 28 | — | $456K |
| TELUS HEALTH EIN 52-1883918 CONSULTING | Participant communication; Direct payment from the plan Service code 38 | — | $422K |
| CALLAN ASSOCIATES, INC. EIN 94-2192581 CONSULTING | Direct payment from the plan; Consulting (general) Service code 16 | — | $207K |
| TOWERS WATSON PENNSYLVANIA INC EIN 23-1159360 ACTUARY | Direct payment from the plan; Recordkeeping fees; Actuarial Service code 11 | — | $205K |
| WELLINGTON EIN 04-2755549 INVESTMENT MANAGER | Direct payment from the plan; Investment management Service code 28 | — | $193K |
| CORNERSTONE INVESTMENT PARTNERS, LL EIN 58-2620541 INVESTMENT MANAGER | Investment management; Direct payment from the plan Service code 28 | — | $124K |
| MERCER HUMAN RESOURCES EIN 13-2834414 ACTUARY | Consulting (pension); Direct payment from the plan; Recordkeeping fees; Actuarial Service code 11 | — | $116K |
| DIMENSIONAL FUND ADVISORS, LP EIN 30-0447847 INVESTMENT MANAGER | Investment management fees paid directly by plan; Investment advisory (plan); Investment management Service code 27 | — | $37K |
| WARREN AVERETT EIN 45-4084437 ACCOUNTING | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $33K |
| ATLANTA CAPITAL EIN 58-2236910 INVESTMENT MANAGER | Direct payment from the plan; Investment management Service code 28 | — | $29K |
| ERNST & YOUNG EIN 34-6565596 ACCOUNTING | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $16K |
| US POSTMASTER EIN 41-0760000 CLIENT COMMUNICATIONS | Other services; Direct payment from the plan Service code 49 | — | $5K |
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 | 257 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 7,829 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 2,324 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 855 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 11,265 | 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.