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 | — | $2.8M |
| 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 | — | $1.3M |
| BLUECROSS BLUESHIELD OF AZ EIN 86-0004538 NONE | Consulting (general) Service code 16 | — | $1.2M |
| 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 | — | $1.0M |
| MC CREDIT PARTNERS LP EIN 46-2738205 NONE | Other fees; Investment management fees paid directly by plan Service code 51 | — | $987K |
| LOOMIS, SAYLES & COMPANY EIN 04-3200030 NONE | Investment management fees paid directly by plan Service code 51 | — | $739K |
| AETNA EIN 06-6033492 NONE | Contract Administrator Service code 13 | — | $674K |
| WHITEHORSE NONE | Other commissions; Investment management fees paid indirectly by plan Service code 52 | — | $647K |
| WILLIAM BLAIR INVESTMENT MANAGEMENT EIN 47-2614791 NONE | Investment management Service code 28 | — | $434K |
| NEUBERGER BERMAN EIN 84-4332954 NONE | Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $432K |
| ARISTOTLE CAPITAL MANAGEMENT EIN 95-4833644 NONE | Investment management; Soft dollars commissions Service code 28 | — | $427K |
| JPM STRATEGIC EIN 13-3200244 NONE | Direct payment from the plan; Investment management; Investment advisory (plan); Trustee (discretionary); Investment management fees paid directly by plan Service code 24 | — | $398K |
| INNOVATUS CAPITAL PARTNERS LLC EIN 47-5408253 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $341K |
| WELLINGTON CTF SMID CAP RESEARCH EIN 04-2755549 NONE | Investment management Service code 28 | — | $286K |
| SOUTHWEST SERVICE ADMINISTRATORS EIN 86-0785790 NONE | Plan Administrator Service code 14 | — | $270K |
| WHITE OAK SUMMIT FUND LP EIN 26-0340395 NONE | Investment management fees paid indirectly by plan; Investment management fees paid directly by plan Service code 51 | — | $230K |
| AUDAX MEZZANINE FUND V-A, LP EIN 85-0530384 NONE | Other investment fees and expenses Service code 72 | — | $207K |
| SEGALL BRYANT & HAMILL EIN 35-2679129 NONE | Investment management Service code 28 | — | $182K |
| THE BANK OF NEW YORK MELLON EIN 13-5160382 NONE | Investment management Service code 28 | — | $126K |
| BLACKSTONE CREDIT NONE | Investment management Service code 28 | 345 PARK AVENUE NEW YORK, NY 10154 | $113K |
| ULLICO INFRASTRUCTURE TAX EXEMPT FD EIN 52-6435649 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $100K |
| JPMORGAN INVESTMENT MANAGEMENT, INC EIN 13-3200244 NONE | Investment advisory (plan); Investment management Service code 27 | — | $68K |
| THE SEGAL COMPANY EIN 94-1503999 NONE | Consulting (general) Service code 16 | — | $68K |
| VISION SERVICE PLAN EIN 06-1227840 NONE | Claims processing Service code 12 | — | $42K |
| HENNINGFIELD & ASSOCIATES EIN 54-2189926 NONE | Accounting (including auditing) Service code 10 | — | $40K |
| 98POINT6 EIN 47-3490194 NONE | Other fees Service code 99 | — | $37K |
| CVS HEALTH EIN 05-0340626 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $28K |
| RYAN, RAPP & UNDERWOOD EIN 86-0767091 NONE | Legal Service code 29 | — | $16K |
| CLAIMS TECHNOLOGIES, INC. EIN 27-4732361 NONE | Accounting (including auditing) Service code 10 | — | $5K |
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 | 3,785 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 3,785 | 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.