See the carriers, broker commissions and premiums for this plan.
It also shows filing history and funding margin. Your first month is $4.99.
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 |
|---|---|---|---|
| PENNANT PARK SENIOR CREDIT FUND II NONE | Investment management Service code 28 | 1350 AVEUE OF THE AMERICAS 32ND FL NEW YORK, NY 10019 | $2.8M |
| ALAN BILLER AND ASSOCIATES EIN 94-2854958 NONE | Direct payment from the plan; Investment management; Investment advisory (plan); Investment management fees paid directly by plan Service code 27 | — | $2.0M |
| BLUECROSS BLUESHIELD OF AZ EIN 86-0004538 NONE | Consulting (general) Service code 16 | — | $1.8M |
| CAMDEN BONDS PLUS FUND LLC EIN 95-4319164 NONE | Investment management fees paid indirectly by plan; Soft dollars commissions Service code 52 | — | $1.5M |
| BLACKSTONE REAL ESTATE PARTNERSXFLP EIN 88-2000590 NONE | Investment management Service code 28 | — | $1.2M |
| AETNA EIN 06-6033492 NONE | Contract Administrator Service code 13 | — | $1.1M |
| LOOMIS, SAYLES & COMPANY EIN 04-3200030 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $1.1M |
| ARISTOTLE CAPITAL MANAGEMENT EIN 95-4833644 NONE | Soft dollars commissions; Investment management fees paid directly by plan; Securities brokerage commissions and fees Service code 51 | — | $956K |
| JPMORGAN INVESTMENT MANAGEMENT, INC EIN 13-3200244 NONE | Investment advisory (plan); Investment management Service code 27 | — | $722K |
| WELLINGTON CTF SMID CAP RESEARCH EIN 04-2755549 NONE | Investment management Service code 28 | — | $646K |
| WELLINGTON CTF INTL CONTRARIAN VALU EIN 04-2755549 NONE | Investment management fees paid directly by plan Service code 51 | — | $630K |
| LOOMIS SAYLES NHIT CORE DISCIPLINED EIN 27-6564691 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $520K |
| MC CREDIT PARTNERS LP EIN 46-2738205 NONE | Investment management fees paid directly by plan; Other fees Service code 51 | — | $481K |
| SEGALL BRYANT & HAMILL EIN 35-2679129 NONE | Investment management Service code 28 | — | $476K |
| BLACKSTONE INFRASTRUCTURE PARTNERS NONE | Investment management Service code 28 | 345 PARK AVENUE NEW YORK, NY 10154 | $441K |
| SOUTHWEST SERVICE ADMINISTRATORS EIN 86-0785790 NONE | Plan Administrator Service code 14 | — | $438K |
| AUDAX MEZZANINE FUND V-A, LP EIN 85-0530384 NONE | Other investment fees and expenses Service code 72 | — | $403K |
| INNOVATUS CAPITAL PARTNERS LLC EIN 47-5408253 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $384K |
| RREEF AMERICA LLC EIN 58-2364506 NONE | Investment management Service code 28 | — | $345K |
| HAMILTON LANE GP X LLC EIN 61-1808970 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $332K |
| ULLICO INVESTMENT ADVISORS, INC. EIN 52-6435649 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $314K |
| JPM STRATEGIC EIN 13-3200244 NONE | Investment management fees paid directly by plan; Trustee (discretionary); Direct payment from the plan; Investment advisory (plan); Investment management Service code 24 | — | $289K |
| THE SEGAL COMPANY EIN 94-1503999 NONE | Consulting (general) Service code 16 | — | $235K |
| BLACKSTONE CAPITAL OPPORTUNITIES FD EIN 01-0899018 NONE | Investment management Service code 28 | — | $220K |
| HAMILTON LANE GP IX LLC EIN 61-1808970 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $209K |
| WILLIAM BLAIR INVESTMENT MANAGEMENT EIN 47-2614791 NONE | Investment management Service code 28 | — | $201K |
| BLACKSTONE SENIOR DIRECT LENDING FU EIN 01-0899018 NONE | Investment management Service code 28 | — | $191K |
| DAWSON PORTFOLIO FINANCE 6 LP NONE | Investment management fees paid indirectly by plan; Other commissions Service code 52 | — | $164K |
| THE BANK OF NEW YORK MELLON EIN 13-5160382 NONE | Custodial (securities) Service code 19 | — | $160K |
| WHITE OAK SUMMIT FUND LP EIN 26-0340395 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $147K |
| DAWSON PORTFOLIO FINANCE 5 LP NONE | Investment management fees paid indirectly by plan; Other commissions Service code 52 | — | $144K |
| CVS HEALTH EIN 05-0340626 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $96K |
| VISION SERVICE PLAN EIN 06-1227840 NONE | Claims processing Service code 12 | — | $89K |
| HENNINGFIELD & ASSOCIATES EIN 54-2189926 NONE | Accounting (including auditing) Service code 10 | — | $46K |
| KELLEY LAW GROUP EIN 86-0767091 NONE | Legal Service code 29 | — | $37K |
| CLAIMS TECHNOLOGIES, INC. EIN 33-3263556 NONE | Accounting (including auditing) Service code 10 | — | $36K |
| SEGAL SELECT INSURANCE SERVICES INC EIN 46-0619194 NONE | Insurance agents and brokers Service code 22 | — | $35K |
| BNYM MELLON CF SL STOCK INDEX EIN 25-6254705 NONE | Investment management Service code 28 | — | $31K |
| NEUBERGER BERMAN EIN 84-4332954 NONE | Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $8K |
| VIRTA HEALTH EIN 47-1055608 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $6K |
| MEDICAL REVIEW INSTITUTE OF AMERICA EIN 87-0515201 NONE | Consulting (general) Service code 16 | — | $6K |
| HEITMAN VALUE PARTNERS VI LLP EIN 99-2866958 NONE | Investment management; Finders' fees / placement fees; Investment management fees paid indirectly by plan Service code 28 | — | $0 |
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 | 5,610 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 5,610 | 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. Exposed to catastrophic claims. Stop-loss sales target.