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 |
|---|---|---|---|
| MASONRY INDUSTRY TRUST ADMIN EIN 93-1144705 SHARED BOARD | Recordkeeping and information management (computing, tabulating, data processing, etc.); Plan Administrator; Other services; Participant communication; Contract Administrator; Direct payment from the plan; Claims processing; Copying and duplicating Service code 12 | — | $187K |
| CLIFTONLARSONALLEN LLP EIN 41-0746749 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $17K |
| WELLS FARGO NONE | Custodial (securities); Investment management fees paid indirectly by plan; Securities brokerage commissions and fees; Investment management fees paid directly by plan Service code 19 | 222 SW COLUMBIA ST KOIN CENTER PORTLAND, OR 97201 | $13K |
| SETARIS CORPORATION NONE | Direct payment from the plan Service code 50 | 4 E MILL DR GREAT NECK, NY 11021 | $11K |
| BRADLEY L. MIDDLETON EIN 93-1215960 NONE | Legal; Direct payment from the plan Service code 29 | — | $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 | 3,746 | 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) | 3,746 | 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."
No prospect flags tripped on this filing.