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 |
|---|---|---|---|
| DELTA FUND ADMINISTRATORS EIN 45-2636626 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Contract Administrator Service code 12 | — | $418K |
| LINDQUIST LLP EIN 52-2385296 NONE | Accounting (including auditing) Service code 10 | — | $134K |
| WELLS FARGO BANK EIN 41-6257133 NONE | Investment management fees paid directly by plan; Investment management fees paid indirectly by plan; Investment advisory (plan) Service code 27 | — | $94K |
| HANSON, BRIDGETT, AND MARCUS LLP EIN 94-1205338 NONE | Legal; Direct payment from the plan Service code 29 | — | $54K |
| PRESORT CENTER EIN 68-0279380 NONE | Other services Service code 49 | — | $47K |
| STATE CREATIVE EIN 46-3002878 NONE | Other services Service code 49 | — | $40K |
| SCHWERIN, CAMPBELL, BARNARD EIN 20-1719617 NONE | Legal Service code 29 | — | $38K |
| ALLIED PRINTING COMPANY EIN 47-2090029 NONE | Other services Service code 49 | — | $11K |
| FREMONT BANK EIN 94-1569025 NONE | Custodial (other than securities) Service code 18 | — | $6K |
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 | 36,196 | 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) | 36,196 | 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.