Employer

Board Of Trustees, Carpenters' Health & Welfare Fund Of Philadelphia &

1811 Spring Garden Street, Philadelphia, PA 19130 · EIN 23-1574984 · May 1, 2022 to Dec 31, 2022

Plan year 2022

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Schedule A

Direct compensation

Coverage contracts on the filing. If the carrier did not provide Schedule A, the row is listed with that note.

Coverage	Carrier	Broker	Lives	Direct comp
Medical	Blue Medicare Advantage	—	—	Comp not disclosed Premium $5,269,514

Schedule C

Additional compensation

Plan-paid amounts to each named party on the filing, with the role they reported. This is not a carrier commission and is not added to Schedule A.

Visible subtotal $5,841,587

Party	Type	Amount	$ / Enrolled / Year
Ibc / Independence Administrators	None	$1,043,177	$122.89
Express Scripts Inc/Medco Health	None	$836,545	$98.54
Health Care Solutions Corp	None	$367,519	$43.29
Temple Center For Population Health	None	$325,704	$38.37
Employee Zc	Employee	$183,915	$21.67
Foundry Partners	None	$162,931	$19.19
Pnc Financial Services Group	None	$156,287	$18.41
Employee Pp	Employee	$146,196	$17.22
The Revolt Group	None	$134,645	$15.86
Bridgeway Benefit Technologies	None	$128,642	$15.15
Kroll Heineman Carton, LLC	None	$116,759	$13.75
Employee Tx	Employee	$113,608	$13.38
Employee Wk	Employee	$103,471	$12.19
The Mckeogh Company	None	$100,403	$11.83
Level Care Health Consortium	Related Organization	$84,295	$9.93
Employee Lz	Employee	$79,532	$9.37
Employee Kw	Employee	$78,990	$9.30
Mental Health Consultants Inc	None	$75,416	$8.88
Novak Francella LLC	None	$74,231	$8.74
Susanin, Widman & Brennan, Pc	None	$73,361	$8.64
Employee Rt	Employee	$69,680	$8.21
Employee Ll	Employee	$69,183	$8.15
Employee Ol	Employee	$66,138	$7.79
Employee Ru	Employee	$66,022	$7.78
Employee Dz	Employee	$65,755	$7.75
Employee Gg	Employee	$63,344	$7.46
Lord Abbett & Co LLC	None	$59,411	$7.00
Employee La	Employee	$58,898	$6.94
Pro-Flex Administrators LLC	None	$56,170	$6.62
Royal Printing Service	None	$55,823	$6.58
Employee Ld	Employee	$55,223	$6.51
Employee Yi	Employee	$54,074	$6.37
Bny Mellon	None	$47,291	$5.57
Employee Qe	Employee	$47,279	$5.57
Sierra Investment Partners	None	$44,092	$5.19
Investment Performance Services LLC	None	$42,708	$5.03
Employee Za	Employee	$41,594	$4.90
Employee Ut	Employee	$39,892	$4.70
Employee Zk	Employee	$38,436	$4.53
Chartwell Investment Partners, LLC	None	$38,179	$4.50
Employee Ba	Employee	$37,833	$4.46
Employee Ub	Employee	$36,229	$4.27
Employee Ov	Employee	$34,822	$4.10
Employee Gb	Employee	$33,241	$3.92
Employee Mh	Employee	$31,966	$3.77
Employee Mx	Employee	$31,860	$3.75
Employee Pl	Employee	$27,488	$3.24
Employee Op	Employee	$25,028	$2.95
Luma Al Sheika Yousef	None	$24,422	$2.88
The Segal Group, Inc.	None	$21,974	$2.59
One Drop Inc	None	$19,200	$2.26
Tucker Arensberg Pc	None	$14,397	$1.70
Assist Health Group	None	$11,428	$1.35
Strassheim Graphic Co Inc.	None	$10,360	$1.22
Change Healthcare Solutions	None	$8,724	$1.03
The Wagner Law Group	None	$7,796	$0.92
Post Advisory Group LLC	None	Comp not disclosed	—

View Form 5500 filing →

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