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 |
|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS EIN 52-1590516 NONE | Contract Administrator; Participant communication; Copying and duplicating; Direct payment from the plan Service code 13 | — | $208K |
| NEWTON INVESTMENT MANAGEMENT EIN 04-3404987 NONE | Soft dollars commissions; Investment management fees paid directly by plan Service code 51 | — | $182K |
| VOYA INVESTMENT MANAGEMENT EIN 06-1440627 NONE | Investment management fees paid directly by plan Service code 51 | — | $69K |
| US BANK EIN 31-0841368 NONE | Other services; Direct payment from the plan; Custodial (securities) Service code 19 | — | $68K |
| WESTERN ASSET MANAGEMENT CO. EIN 95-2705767 NONE | Investment management fees paid directly by plan Service code 51 | — | $54K |
| ASB CAPITAL MANAGEMENT NONE | Investment management fees paid directly by plan Service code 51 | 7501 WISCONSIN AVE STE 1300W BETHESDA, MD 20814 | $35K |
| VERUS ADVISORY, INC. EIN 91-1320111 NONE | Consulting (pension); Investment advisory (plan); Direct payment from the plan Service code 17 | — | $34K |
| NUWEST INSURANCE SERVICES, INC EIN 36-1436000 NONE | Direct payment from the plan; Insurance services Service code 23 | — | $21K |
| BARLOW COUGHRAN MORALES & JOSEPHSON EIN 91-0889948 NONE | Legal; Direct payment from the plan Service code 29 | — | $18K |
| MILLER KAPLAN ARASE LLP EIN 95-2036255 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $17K |
| MILLIMAN, INC. EIN 91-0675641 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $14K |
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 | 3,717 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 967 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 4,684 | 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.