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 |
|---|---|---|---|
| ALTA CAPITAL MANAGEMENT EIN 77-0650218 | Investment management Service code 28 | 6440 S WASACH SUITE 260 SALT LAKE CITY, UT 84121 | $118K |
| US BANK EIN 93-0826646 | Custodial (securities) Service code 19 | 555 SOUTHWEST OAK PORTLAND, OR 97204 | $76K |
| HAYNIE & CO. EIN 87-0325228 | Accounting (including auditing) Service code 10 | 1785 WEST 2300 SOUTH SALT LAKE CITY, UT 84119 | $27K |
| BENESYS ADMINISTRATORS | Contract Administrator Service code 13 | 8311 W SUNSET RD STE 250 LAS VEGAS, NV 89113 | $21K |
| ROY & ASSOCIATES EIN 87-0429084 | Actuarial Service code 11 | 4505 SOUTH WASATCH BLVD SALT LAKE CITY, UT 84124 | $18K |
| BLAKE & UHLIG, P.A. EIN 48-0918231 | Legal Service code 29 | 753 STATE AVENUE STE 475 KANSAS CITY, KS 66101 | $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 | 89 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 149 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 3 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 241 | 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.