Filings through .
History & trajectory Charts need 2 or more years. This plan has 10 years on file. Pro shows premium, premium per covered life, covered lives and carrier and broker share for every year.
See pricingThe plan is self-funded and has no stop-loss carrier. A large claim hits the plan directly. Stop-loss carriers can pitch it.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
No insurance carriers on this filing. Self-funded health and benefits plans typically pay TPAs and PBMs through Schedule C, not Schedule A.
These benefits are declared on the Form 5500 main form. A ✓ means the benefit also has a Schedule A insurance contract. Without one, plan assets or a Schedule C TPA fund the benefit.
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 11,494 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 11,494 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
This filing has no Schedule A insurance contracts. This is typical of fully self-funded plans. 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 instead of this filer's headcount. We show the row, but it does not count the people in this plan.
Brokers paid through Schedule A and service providers paid through Schedule C.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| RESOLUTE HEALTH CARE ADVISORS EIN 20-5271127 ADVOCACY SERVICES | Other fees Service code 99 | P.O. BOX 376 LAVEEN, AZ 85339 | $298K |
| WEAVER AND TIDWELL, LLP EIN 75-0786316 ACCOUNTANT | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $25K |
| CALLAN ASSOCIATES EIN 94-2192581 INVESTMENT MANAGEMENT | Direct payment from the plan; Investment management Service code 28 | — | $23K |
| SYMPHONY EIN 75-1430195 INSURANCE PROVIDER | Insurance services; Direct payment from the plan Service code 23 | — | $12K |
| PNC BANK, NATIONAL ASSOCIATION EIN 22-1146430 TRUSTEE | Trustee (bank, trust company, or similar financial institution) Service code 21 | 300 FIFTH AVENUE PITTSBURGH, PA 15222 | $7K |
This section shows how the plan is funded and what that means for risk.
Welfare charges, retention and retention rate (the carrier margin on this plan) are on Pro.
2 contacts
11 filings · 2015 to 2025