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 |
|---|---|---|---|
| AON CONSULTING EIN 23-2293237 NONE | Other services; Contract Administrator; Direct payment from the plan Service code 13 | — | $179K |
| EVERCORE NONE | Trustee (bank, trust company, or similar financial institution); Direct payment from the plan Service code 21 | 425 CALIFORNIA STREET SAN FRANCISCO, CA 94104 | $94K |
| FINDLEY DAVIES EIN 34-1213174 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $22K |
| FORD & HARRISON LLP EIN 58-1314995 NONE | Legal; Direct payment from the plan Service code 29 | — | $19K |
| ASSURED PARTNERS OF OHIO NONE | Direct payment from the plan; Other services Service code 49 | 3900 KINROSS LAKES PARKWAY #300 RICHFIELD, OH 44286 | $17K |
| ARONSON LLC EIN 37-1611326 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $8K |
| BRYAN CAVE LLP EIN 43-0602162 NONE | Legal; Direct payment from the plan Service code 29 | — | $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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 160 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 160 | 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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.