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 |
|---|---|---|---|
| CARPENTERS SOUTHWEST ADMIN CORP EIN 95-3687194 AFFILIATED ADMIN CORP | Contract Administrator Service code 13 | — | $2.5M |
| SHANLEY APC EIN 87-3029070 NONE | Legal Service code 29 | — | $326K |
| ZELIS PAYMENT HOLDINGS (RED CARD) EIN 84-3069529 NONE | Other services Service code 49 | — | $124K |
| ALAN D. BILLER & ASSOCIATES EIN 94-2854958 NONE | Investment advisory (plan); Investment management Service code 27 | — | $25K |
| CALIBRE CPA GROUP PLLC EIN 47-0900880 NONE | Accounting (including auditing) Service code 10 | — | $25K |
| MANATT, PHELPS & PHILIPPS LLP EIN 95-2375841 NONE | Legal Service code 29 | — | $21K |
| UNION PRESS EIN 20-5488248 | Other fees Service code 99 | — | $12K |
| YOUSIF CAPITAL MANAGEMENT EIN 86-1880507 NONE | Investment management Service code 28 | — | $6K |
| CLIFTON LARSEN ALLEN EIN 41-0746749 NONE | Accounting (including auditing) Service code 10 | — | $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 | 46,470 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 46,470 | 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.