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 |
|---|---|---|---|
| ULLICO INVESTMENT ADVISORS, INC. EIN 52-6435649 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $66K |
| ASB CAPITAL MGMT, LLC EIN 80-0618452 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $57K |
| NATALIE GIERMAN EIN 90-1034518 EMPLOYEE | Employee (plan) Service code 30 | — | $52K |
| ZENITH AMERICAN SOLUTIONS EIN 52-1590516 NONE | Contract Administrator; Copying and duplicating Service code 13 | — | $43K |
| ANA BEDOLLA EIN 90-1034518 EMPLOYEE | Employee (plan) Service code 30 | — | $38K |
| FREDERICK PENDLEBURY EIN 90-1034518 EMPLOYEE | Employee (plan) Service code 30 | — | $36K |
| WEX HEALTH INC. EIN 06-1593514 NONE | Other services; Claims processing Service code 12 | — | $36K |
| MARTHA TINOCO EIN 90-1034518 EMPLOYEE | Employee (plan) Service code 30 | — | $35K |
| LEGACY PROFESSIONALS, LLP EIN 32-0043599 NONE | Accounting (including auditing) Service code 10 | — | $33K |
| NORTHERN TRUST COMPANY EIN 36-2723087 NONE | Investment management fees paid directly by plan; Soft dollars commissions; Securities brokerage commissions and fees; Investment management Service code 28 | — | $27K |
| MARQUETTE AND ASSOCIATES EIN 36-3485298 NONE | Investment advisory (plan) Service code 27 | — | $20K |
| MIDWEST INSTITUTIONAL TRUST COMPANY EIN 93-1799133 NONE | Custodial (securities); Float revenue; Other commissions; Finders' fees / placement fees Service code 19 | — | $14K |
| ZELIS PAYMENT HOLDINGS EIN 84-3069529 NONE | Other services Service code 49 | — | $13K |
| LANER MUCHIN EIN 36-3088463 NONE | Legal Service code 29 | — | $12K |
| ARNOLD & KADJAN EIN 36-2498571 NONE | Legal Service code 29 | — | $10K |
| BRIDGEWAY BENEFIT TECHNOLOGIES EIN 52-1796473 NONE | Other services Service code 49 | — | $8K |
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 | 988 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 988 | 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.