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Form 5500 · Employee benefit plan · PHILADELPHIA, PA

BOARD OF TRUSTEES EASTERN ATLANTIC STATES CARPENTERS HEALTH FUND

The filing calls this plan EASTERN ATLANTIC STATES CARPENTERS HEALTH FUND.

BOARD OF TRUSTEES EASTERN ATLANTIC STATES CARPENTERS HEALTH FUND of PHILADELPHIA, PA is a 17,413-participant construction employer — a large group whose insured benefits are disclosed on Schedule A of its Form 5500. Its broker of record is JOHN BLASCH. Coverage is written through BLUE MEDICARE ADVANTAGE and 1 other carrier. The plan's most recent policy period ended in December.

Benefits broker of record
Insurance carrier
Policy year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 22-6032181 · plan 501 · plan year 2024, filed Oct 7, 2025

Get an email when this employer files a new Form 5500, and again about four months before its plan renews.

2,778 other employer plans in Pennsylvania have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.

How this plan is funded

Self-funded as reported

The filing reports benefits paid from the plan's own money, and no medical insurance contract on Schedule A.

A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.

All participants at the start of the year
17,413
Active at start of year
11,484
Active at end of year
11,342
Disclosed commissions
$2,769
Typical renewal
January 1

Benefits declared on this filing

Healthinsured — BLUE MEDICARE ADVANTAGE6,847 of 17,413 participants (39%) on the largest contract
Dentalinsured — CIGNA HEALTH AND LIFE INSURANCE COMPANY106 of 17,413 participants (0.6%)
Visiondeclared, not on Schedule A
Lifenot declared on this filing
Disabilitynot declared on this filing

Dental: CIGNA HEALTH AND LIFE INSURANCE COMPANY covers 106 of 17,413 participants (0.6%) on Schedule A.

Also declared: death benefits, other welfare.

Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.

Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.

Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.

Plan brief

Schedule A lists 2 insured contracts covering health and dental; the largest, with BLUE MEDICARE ADVANTAGE, covers 6,847 people.

The filing declares health and vision. Vision appears with no insured contract on Schedule A. That coverage may be self-funded, or placed with a carrier that is not on this filing.

Reported premium across the insured contracts is $8,227,345, with $2,769 in disclosed broker commissions — about 0% of premium.

The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.

JOHN BLASCH is the broker of record on 1 of the 2 contracts; the rest name a different broker or none.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
CIGNA HEALTH AND LIFE INSURANCE COMPANYHealth, Dental106Jan 1, 2025$18,494$2,769
BLUE MEDICARE ADVANTAGEHealth6,847Jan 1, 2025$8,208,851$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
BOARD OF TRUSTEES EASTERN ATLANTIC STATES CARPENTERS HEALTH FUND
EIN 22-6032181
AMERIHEALTH ADMIN, INC
Claims processing · Contract administrator · Recordkeeping and information management · EIN 23-2521508
$3,653,100
paid directly by the plan
EXPRESS SCRIPTS, INC
Claims processing · EIN 43-1420563
$2,899,234
paid directly by the plan
CHARTWELL INVESTMENT PARTNERS, LLC
Named on Schedule C · EIN 36-4776242
$578,974
paid directly by the plan
MENTAL HEALTH CONSULTANTS INC.
Named on Schedule C · EIN 25-2508393
$504,288
paid directly by the plan
CIGNA HEALTH AND LIFE INSURANCE CO
Claims processing · Contract administrator · EIN 59-1031071
$305,508
paid directly by the plan
LEVEL CARE HEALTH CONSORTIUM
Named on Schedule C · EIN 83-2819398
$253,763
paid directly by the plan
SIERRA INVESTMENT PARTNERS INC.
Named on Schedule C · EIN 68-0370668
$171,954
paid directly by the plan
INVESTMENT PERFORMANCE SERVICES, LL
Named on Schedule C · EIN 58-2432390
$130,000
paid directly by the plan
FOUNDRY PARTNERS
Named on Schedule C · EIN 46-1184506
$117,309
paid directly by the plan
SUSANIN WIDMAN & BRENNAN PC
Named on Schedule C · EIN 23-2265950
$115,000
paid directly by the plan
PNC CAPITAL ADVISORS, LLC
Named on Schedule C · EIN 27-0640560
$114,545
paid directly by the plan
SCHULTHEIS & PANETTIERI, LLP
Accounting and audit · EIN 13-1577780
$107,500
paid directly by the plan
BANK OF NEW YORK MELLON
Custodian · EIN 13-5160382
$107,000
paid directly by the plan
WEDGE CAPITAL MANAGEMENT LLP
Named on Schedule C · EIN 56-1557450
$79,635
paid directly by the plan
WAGNER LAW GROUP
Named on Schedule C · EIN 04-3323315
$12,665
paid directly by the plan
PROXYVOTE PLUS HOLDINGS
Named on Schedule C · EIN 20-0509976
$5,600
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

Money the plan held and paid out

Plan assets at year end
$1,055,364,701
Paid out in benefits
$323,970,772
Paid to insurance carriersSchedule H, line 2e(2)
$8,208,751
Independent accountantEIN 13-1577780
SCHULTHEIS & PANETTIERI, LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified
Audit fee
$103,000

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

These are the plan's own figures from Schedule H, the financial statement it files. They are not the premium on Schedule A.

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Renewal calendar

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