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 |
|---|---|---|---|
| JEFFREY S. BERNSTEIN EIN 46-6395710 NONE | Legal Service code 29 | — | $95K |
| RICHARD H. SOMMER EIN 39-8623297 NONE | Legal Service code 29 | — | $33K |
| THERESE M. HUNTZINGER EIN 46-7116729 NONE | Legal Service code 29 | — | $26K |
| ROLAND ECHAVARRIA, P.C. EIN 74-2825260 NONE | Legal Service code 29 | — | $26K |
| K. T. WHITEHEAD EIN 74-2684647 NONE | Legal Service code 29 | — | $15K |
| RANDY WALKER & CO. EIN 20-3992693 NONE | Accounting (including auditing) Service code 10 | — | $15K |
| MARGARET M. PRIESMEYER-MASINTER EIN 45-8966511 NONE | Legal Service code 29 | — | $13K |
| DAVID T. CAIN, P.C. EIN 74-2882188 NONE | Legal Service code 29 | — | $12K |
| ROBERT D. DABAGHIAN EIN 27-3580792 NONE | Legal Service code 29 | — | $11K |
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 | 3,846 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 3,846 | 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."
No prospect flags tripped on this filing.