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 | Soft dollars commissions; Investment management fees paid indirectly by plan; Investment advisory (plan) Service code 27 | — | $762K |
| ARROWSTREET CAPITAL EIN 04-3472863 NONE | Investment management Service code 28 | — | $590K |
| ALAN BILLER AND ASSOCIATES EIN 94-2854958 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $322K |
| PATIENTS' CARE PARTNERSHIP EIN 86-1005647 NONE | Other insurance wrap fees Service code 67 | — | $218K |
| BC/BS MANAGED CARE EIN 36-1236610 NONE | Other fees Service code 99 | — | $213K |
| AETNA EIN 06-6033492 NONE | Insurance services; Product termination fees (surrender charges, etc.); Plan Administrator; Claims processing; Direct payment from the plan Service code 12 | — | $153K |
| HAMILTON LANE ADVISORS, LLC EIN 23-2962336 NONE | Investment management fees paid indirectly by plan; Investment management fees paid directly by plan Service code 51 | — | $94K |
| SOUTHWEST SERVICE ADMINISTRATORS EIN 86-0785790 NONE | Consulting (general); Plan Administrator Service code 14 | — | $79K |
| THE SEGAL COMPANY EIN 94-1503999 NONE | Consulting (general) Service code 16 | — | $47K |
| HENNINGFIELD & ASSOCIATES EIN 54-2189926 NONE | Accounting (including auditing) Service code 10 | — | $36K |
| WHITE OAK SUMMIT FUND LP EIN 26-0340395 NONE | Investment management fees paid directly by plan; Investment management fees paid indirectly by plan Service code 51 | — | $22K |
| BEACON HEALTH OPTIONS EIN 54-1414194 NONE | Insurance services Service code 23 | — | $20K |
| EXPRESS SCRIPTS EIN 43-1420563 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $18K |
| VISION SERVICE PLAN EIN 06-1227840 NONE | Claims processing Service code 12 | — | $11K |
| OPTUMRX, INC. EIN 33-0441200 NONE | Other fees; Float revenue; Claims processing; Direct payment from the plan Service code 12 | — | $4K |
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 | 1,060 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,060 | 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.