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 Service code 52 | — | $1.2M |
| INNOVATUS CAPITAL PARTNERS LLC EIN 47-5408253 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $1.0M |
| BLUECROSS BLUESHIELD OF AZ EIN 86-0004538 NONE | Consulting (general) Service code 16 | — | $809K |
| ALAN BILLER AND ASSOCIATES EIN 94-2854958 NONE | Investment management fees paid directly by plan; Investment advisory (plan); Investment management; Direct payment from the plan Service code 27 | — | $594K |
| HAMILTON LANE ADVISORS, LLC EIN 23-2962336 NONE | Investment management fees paid directly by plan; Investment management fees paid indirectly by plan Service code 51 | — | $524K |
| AETNA EIN 06-6033492 NONE | Direct payment from the plan; Product termination fees (surrender charges, etc.); Insurance services; Plan Administrator; Claims processing Service code 12 | — | $478K |
| LOOMIS, SAYLES & COMPANY EIN 04-3200030 NONE | Investment management Service code 28 | — | $427K |
| WILLIAM BLAIR EIN 27-6331814 NONE | Investment management Service code 28 | — | $336K |
| ARISTOTLE CAPITAL MANAGEMENT EIN 95-4833644 NONE | Soft dollars commissions; Investment management Service code 28 | — | $235K |
| WELLINGTON CTF SMID CAP RESEARCH EIN 04-2755549 NONE | Investment management Service code 28 | — | $232K |
| SOUTHWEST SERVICE ADMINISTRATORS EIN 86-0785790 NONE | Plan Administrator Service code 14 | — | $183K |
| THE BANK OF NEW YORK MELLON EIN 13-5160382 NONE | Investment management Service code 28 | — | $66K |
| THE SEGAL COMPANY EIN 94-1503999 NONE | Consulting (general) Service code 16 | — | $64K |
| HENNINGFIELD & ASSOCIATES EIN 54-2189926 NONE | Accounting (including auditing) Service code 10 | — | $37K |
| BNY MELLON CF DV NON-SL STOCK INDEX EIN 25-6078093 NONE | Investment management Service code 28 | — | $36K |
| VISION SERVICE PLAN EIN 06-1227840 NONE | Claims processing Service code 12 | — | $28K |
| 98POINT6 EIN 47-3490194 NONE | Other fees Service code 99 | — | $26K |
| EXPRESS SCRIPTS EIN 43-1420563 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $17K |
| CVS HEALTH EIN 05-0340626 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $15K |
| RYAN, RAPP & UNDERWOOD EIN 86-0767091 NONE | Legal Service code 29 | — | $13K |
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 | 2,762 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 2,762 | 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.