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 |
|---|---|---|---|
| CAMDEN BONDS PLUS FUND LLC EIN 95-4319164 NONE | Investment management fees paid indirectly by plan; Soft dollars commissions Service code 52 | — | $2.5M |
| BLUECROSS BLUESHIELD OF AZ EIN 86-0004538 NONE | Consulting (general) Service code 16 | — | $1.8M |
| ALAN BILLER AND ASSOCIATES EIN 94-2854958 NONE | Investment management; Investment management fees paid directly by plan; Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $1.7M |
| AETNA EIN 06-6033492 NONE | Contract Administrator Service code 13 | — | $973K |
| LOOMIS, SAYLES & COMPANY EIN 04-3200030 NONE | Investment management fees paid directly by plan Service code 51 | — | $949K |
| PENNANT PARK SENIOR CREDIT FUND II NONE | Investment management Service code 28 | 1350 AVEUE OF THE AMERICAS 32ND FL NEW YORK, NY 10019 | $920K |
| ARISTOTLE CAPITAL MANAGEMENT EIN 95-4833644 NONE | Investment management fees paid directly by plan; Securities brokerage commissions and fees; Soft dollars commissions Service code 51 | — | $893K |
| MC CREDIT PARTNERS LP EIN 46-2738205 NONE | Investment management fees paid directly by plan; Other fees Service code 51 | — | $787K |
| BLACKSTONE REAL ESTATE PARTNERSXFLP EIN 88-2000590 NONE | Investment management Service code 28 | — | $777K |
| NEUBERGER BERMAN EIN 84-4332954 NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $725K |
| HAMILTON LANE GP X LLC EIN 61-1808970 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $704K |
| JPMORGAN INVESTMENT MANAGEMENT, INC EIN 13-3200244 NONE | Investment management; Investment advisory (plan) Service code 27 | — | $667K |
| WELLINGTON CTF SMID CAP RESEARCH EIN 04-2755549 NONE | Investment management Service code 28 | — | $638K |
| WELLINGTON CTF INTL CONTRARIAN VALU EIN 04-2755549 NONE | Investment management fees paid directly by plan Service code 51 | — | $612K |
| TA DEBT FUND NONE | Investment management Service code 28 | 420 NW 5TH STREET EVANSVILLE, IN 47708 | $489K |
| LOOMIS SAYLES NHIT CORE DISCIPLINED EIN 27-6564691 NONE | Investment management fees paid directly by plan Service code 51 | — | $479K |
| BLACKSTONE CAPITAL OPPORTUNITIES FD EIN 01-0899018 NONE | Investment management Service code 28 | — | $424K |
| DAWSON PORTFOLIO FINANCE 5 LP NONE | Investment management fees paid indirectly by plan; Other commissions Service code 52 | — | $417K |
| SEGALL BRYANT & HAMILL EIN 35-2679129 NONE | Investment management Service code 28 | — | $408K |
| SOUTHWEST SERVICE ADMINISTRATORS EIN 86-0785790 NONE | Plan Administrator Service code 14 | — | $364K |
| JPM STRATEGIC EIN 13-3200244 NONE | Investment management; Investment management fees paid directly by plan; Investment advisory (plan); Trustee (discretionary); Direct payment from the plan Service code 24 | — | $346K |
| RREEF AMERICA LLC EIN 58-2364506 NONE | Investment management Service code 28 | — | $346K |
| WILLIAM BLAIR INVESTMENT MANAGEMENT EIN 47-2614791 NONE | Investment management Service code 28 | — | $337K |
| AUDAX MEZZANINE FUND V-A, LP EIN 85-0530384 NONE | Other investment fees and expenses Service code 72 | — | $331K |
| HAMILTON LANE GP IX LLC NONE | Investment management fees paid indirectly by plan Service code 52 | 110 WASHINTON STREET STE 1300 CONSHOHOCKEN, PA 19428 | $293K |
| DAWSON PORTFOLIO FINANCE 6 LP NONE | Investment management fees paid indirectly by plan; Other commissions Service code 52 | — | $284K |
| INNOVATUS CAPITAL PARTNERS LLC EIN 47-5408253 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $266K |
| ULLICO INVESTMENT ADVISORS, INC. EIN 52-6435649 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $261K |
| WHITE OAK SUMMIT FUND LP EIN 26-0340395 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $256K |
| BLACKSTONE INFRASTRUCTURE PARTNERS NONE | Investment management Service code 28 | 345 PARK AVENUE NEW YORK, NY 10154 | $229K |
| THE SEGAL COMPANY EIN 94-1503999 NONE | Consulting (general) Service code 16 | — | $161K |
| JPM PEG US CORPORATE FIN VII LP EIN 13-3200244 NONE | Investment management; Investment advisory (plan) Service code 27 | — | $151K |
| THE BANK OF NEW YORK MELLON EIN 13-5160382 NONE | Investment management Service code 28 | — | $131K |
| CVS HEALTH EIN 05-0340626 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $93K |
| VISION SERVICE PLAN EIN 06-1227840 NONE | Claims processing Service code 12 | — | $77K |
| 98POINT6 EIN 47-3490194 NONE | Other fees Service code 99 | — | $50K |
| HENNINGFIELD & ASSOCIATES EIN 54-2189926 NONE | Accounting (including auditing) Service code 10 | — | $43K |
| SEGAL SELECT INSURANCE SERVICES INC EIN 46-0619194 NONE | Insurance agents and brokers Service code 22 | — | $34K |
| BNYM MELLON CF SL STOCK INDEX EIN 25-6254705 NONE | Investment management Service code 28 | — | $32K |
| KELLEY LAW GROUP EIN 86-0767091 NONE | Legal Service code 29 | — | $26K |
| CLAIMS TECHNOLOGIES, INC. EIN 59-0691921 NONE | Accounting (including auditing) Service code 10 | — | $16K |
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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4,823 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 4,823 | 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.