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 |
|---|---|---|---|
| BUSINESS PLANNING CONCEPTS, INC. EIN 59-2442511 NONE | Insurance agents and brokers Service code 22 | 10739 DEERWOOD PARK BLVD., SUITE 20 JACKSONVILLE, FL 32256 | $50K |
| GROUP BENEFIT SERVICES, INC. NONE | Claims processing Service code 12 | 6 NORTH PARK DRIVE, SUITE 310 HUNT VALLEY, MD 21030 | $21K |
| GREENBERG TRAURIG P.A. NONE | Legal Service code 29 | 8400 NW 36TH STREET, SUITE 400 DORAL, FL 33166 | $13K |
| CONCORD MANAGEMENT RESOURCES NONE | Consulting (general) Service code 16 | 399 CAMPUS DRIVE, SUITE 300 SOMERSET, NJ 08873 | $10K |
| CIGNA - CWIBENEFITS, LLC NONE | Claims processing Service code 12 | P.O. BOX 6125 GREENEVILLE, SC 29606 | $9K |
| STRATEGIC UNDERWRITING SOLUTIONS NONE | Insurance services Service code 23 | 2593 DEVELOPMENT DRIVE, SUITE 200 GREEN BAY, WI 54311 | $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 | 135 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 135 | 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.