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 |
|---|---|---|---|
| U.S. BANK NONE | Investment management Service code 28 | 1555 N. RIVERCENTER DR. SUITE 300 MILWAUKEE, WI 53212 | $324K |
| HOLLY SPRUANCE EIN 93-0763726 EMPLOYEE OF TRUST | Employee (plan) Service code 30 | — | $151K |
| INGE ALDERSEBAES EIN 93-0763726 EMPLOYEE OF TRUST | Employee (plan) Service code 30 | — | $107K |
| DEAN ONO EIN 93-0763726 EMPLOYEE OF TRUST | Employee (plan) Service code 30 | — | $92K |
| LISA MAHONEY EIN 93-0763726 EMPLOYEE OF TRUST | Employee (plan) Service code 30 | — | $83K |
| JACOB ROOKS EIN 93-0763726 EMPLOYEE OF TRUST | Employee (plan) Service code 30 | — | $67K |
| MAUREEN CALDWELL EIN 93-0763726 EMPLOYEE OF THE TRUST | Employee (plan) Service code 30 | — | $58K |
| STEVE MCNANNAY NONE | Consulting (general) Service code 16 | 408 AUGUSTA ST SE SALEM, OR 97306 | $50K |
| NATIONAL SOFTWARE ASSOCIATES EIN 93-1069282 NONE | Other services Service code 49 | — | $38K |
| AKT EIN 93-0623286 NONE | Accounting (including auditing) Service code 10 | — | $36K |
| COVENANT TECHNOLOGY SOLUTIONS EIN 32-0012256 NONE | Other services Service code 49 | — | $35K |
| GARVEY SCHUBERT BARER EIN 93-1117920 NONE | Legal Service code 29 | — | $15K |
| ACUMEN FINANCIAL EIN 20-0745610 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 | 4,636 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 4,636 | 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."
Multiple-employer welfare arrangement. Specific regulatory and compliance context; specific consultant niche.