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 |
|---|---|---|---|
| T. ROWE PRICE ASSOCIATES, INC. EIN 52-0556948 | Soft dollars commissions; Direct payment from the plan; Investment management; Investment management fees paid directly by plan Service code 28 | — | $22K |
| CENTRAL DATA SERVICES, INC EIN 25-1352803 | Plan Administrator; Contract Administrator; Direct payment from the plan Service code 13 | 60 BLVD OF THE ALLIES 5TH FLOOR PITTSBURGH, PA 15222 | $19K |
| BROWN, EDWARDS & COMPANY LLP EIN 54-0504608 | Direct payment from the plan Service code 50 | 319 MCCLANAHAN STREET SW ROANOKE, VA 24014 | $12K |
| FEDERAL INSURANCE COMPANY EIN 13-1963496 | Insurance agents and brokers; Direct payment from the plan; Other insurance fees and expenses Service code 22 | 15 MOUNTAIN VIEW ROAD WARREN, NJ 07059 | $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 | 667 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 623 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 23 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,313 | 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.