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 NONE | Claims processing Service code 12 | 225 NORTH MICHIGAN AVENUE CHICAGO, IL 60601 | $1.5M |
| FRIEDMAN & ANSPACH EIN 13-3403675 NONE | Legal Service code 29 | 1500 BROADWAY, SUITE 2303 FLOWERY BRANCH, GA 30542 | $174K |
| THE SEGAL COMPANY EIN 13-2619259 NONE | Actuarial Service code 11 | PO BOX 4125 NEW YORK, NY 10261 | $146K |
| CARR, RIGGS & INGRAM EIN 72-1396621 NONE | Accounting (including auditing) Service code 10 | 3700 COLONNADE PKWY, STE. 300 BIRMINGHAM, AL 35243 | $100K |
| WESTERN ASSET MANAGEMENT COMPANY EIN 95-2705767 NONE | Investment management Service code 28 | 385 EAST COLORADO BOULEVARD PASADENA, CA 91101 | $74K |
| DUSTY RAYBURN EIN 63-0373544 EMPLOYEE | Employee (plan) Service code 30 | 1901 10TH AVE S. PO BOX 55728 BIRMINGHAM, AL 35255 | $61K |
| PROSKAUER ROSE, LLP EIN 13-1840454 NONE | Actuarial Service code 11 | ELEVEN TIMES SQUARE NEW YORK, NY 10036 | $54K |
| NEW DIRECTIONS BEHAVIORAL HEALTH EIN 43-1698690 NONE | Claims processing Service code 12 | P.O. BOX 87-0195 KANSAS CITY, MO 641870195 | $54K |
| LISA RODGERS EIN 63-0373544 EMPLOYEE | Employee (plan) Service code 30 | 1901 10TH AVE S. PO BOX 55728 BIRMINGHAM, AL 35255 | $41K |
| MERLE GUNN EIN 63-0373544 EMPLOYEE | Employee (plan) Service code 30 | 1901 10TH AVE S. PO BOX 55728 BIRMINGHAM, AL 35255 | $40K |
| SEGAL MARCO ADVISORS EIN 13-2646110 NONE | Investment advisory (plan) Service code 27 | P.O. BOX 4142 CHURCH STREET STATION NEW YORK, NY 102614142 | $21K |
| GALLAGHER FIDUCIARY ADVISORS, LLC EIN 94-3389460 NONE | Investment advisory (plan) Service code 27 | P.O. BOX 71396 CHICAGO, IL 60694 | $13K |
| STATE STREET GLOBAL ADVISOR TRUST EIN 81-4017137 NONE | Custodial (other than securities); Custodial (securities); Investment management fees paid directly by plan Service code 18 | ONE LINCOLN STREET BOSTON, MA 02111 | $9K |
| KWD ENTERPRISES EIN 47-3438637 NONE | Other services Service code 49 | 6220 RUSSET LANDING CIRCLE BIRMINGHAM, AL 35244 | $7K |
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 | 3,839 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 78 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 3,920 | 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.