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 AND BLUE SHIELD EIN 63-0103830 CLAIMS PROCESSOR | Claims processing Service code 12 | 225 NORTH MICHIGAN AVENUE CHICAGO, IL 60601 | $1.3M |
| SAVE ON SP, LLC EIN 47-3603390 | Other services Service code 49 | 611 JAMISON ROAD, SUITE 201 ELMA, NY 14059 | $495K |
| THE SEGAL COMPANY EIN 13-2619259 ACTUARY | Actuarial Service code 11 | PO BOX 4125 NEW YORK, NY 10261 | $147K |
| CARR, RIGGS & INGRAM, LLC EIN 72-1396621 ACCOUNTANTS | Accounting (including auditing) Service code 10 | 3700 COLONNADE PKWY, STE. 300 BIRMIGHAM, AL 35243 | $141K |
| JOSHUA BREWER EMPLOYEE | Employee (plan) Service code 30 | 1901 10TH AVE S. PO BOX 55728 BIRMINGHAM, AL 35255 | $101K |
| FRIEDMAN & ANSPACH EIN 13-3403675 LEGAL COUNSEL | Legal Service code 29 | 1500 BROADWAY, SUITE 2303 NEW YORK, NY 10036 | $82K |
| STEPHANIE M THOMAS EMPLOYEE | Employee (plan) Service code 30 | 1901 10TH AVE S. PO BOX 55728 BIRMIGHAM, AL 35255 | $73K |
| LISA RODGERS EMPLOYEE | Employee (plan) Service code 30 | 1901 10TH AVE S. PO BOX 55728 BIRMINGHAM, AL 35255 | $49K |
| BRITTANY L HILL EMPLOYEE | Employee (plan) Service code 30 | 1901 10TH AVE S. PO BOX 55728 BIRMINGHAM, AL 35255 | $46K |
| JASON ZOEBELEIN EMPLOYEE | Employee (plan) Service code 30 | 1901 10TH AVE S. PO BOX 55728 BIRMIGHAM, AL 35255 | $41K |
| PROSKAUER ROSE, LLP EIN 13-1840454 LEGAL COUNSEL | Legal Service code 29 | ELEVEN TIMES SQUARE NEW YORK, NY 10036 | $30K |
| SEGAL MARCO ADVISORS EIN 13-2646110 INVESTMENT ADVISORS | Investment advisory (plan) Service code 27 | P.O. BOX 4142 CHURCH STREET STATION NEW YORK, NY 102614142 | $27K |
| KURSTON GRAY EMPLOYEE | Employee (plan) Service code 30 | 1901 10TH AVE S. PO BOX 55728 BIRMIGHAM, AL 35255 | $27K |
| TYLER BYARS EMPLOYEE | Employee (plan) Service code 30 | 1901 10TH AVE S. PO BOX 55728 BIRMINGHAM, AL 35255 | $27K |
| VALORIE PACK EMPLOYEE | Employee (plan) Service code 30 | 1901 10TH AVE S. PO BOX 55728 BIRMIGHAM, AL 35255 | $26K |
| SARAH MOSS EMPLOYEE | Employee (plan) Service code 30 | 1901 10TH AVE S. PO BOX 55728 BIRMIGHAM, AL 35255 | $25K |
| LINDA J GRIFFIN EMPLOYEE | Employee (plan) Service code 30 | 1901 10TH AVE S. PO BOX 55728 BIRMIGHAM, AL 35255 | $25K |
| AMALGAMATED BANK EIN 13-4920330 CUSTODIAL | Custodial (securities); Investment management fees paid directly by plan Service code 19 | 275 7TH AVENUE NEW YORK, NY 10001 | $14K |
| KDW ENTERPRISES, LLC EIN 04-7343863 | Other services Service code 49 | 1130 OAK BOULEVARD MOODY, AL 35004 | $9K |
| DIXIE ELECTRIC COMPANY, INC. EIN 63-0279539 | Other services Service code 49 | 580 TRADE CENTER STREET MONTGOMERY, AL 36108 | $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 | 2,317 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 6 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,323 | 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.