Form 5500 records for benefits vendors
We hold the Form 5500 for every employer benefit plan in the country, including how the plan pays for benefits, the benefit lines it declares, and every company it names on its Schedule C.
Self-funded as reported. The filing reports a stop-loss contract and no medical premium, which is what a plan that pays its own claims reports.
LUMINARE HEALTH is the company it names on Schedule C as contract administrator.
One real self-funded plan: LOGAN HEALTH of KALISPELL, Montana
Benefits declared on this filing
4 contracts on this filing do not say which benefits they cover, so a line above may be insured by one of them.
Also declared: prepaid legal, 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.
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.
Administrator and service providers
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.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 81-0406485 · plan 503 · plan year 2024, filed Jul 22, 2025 · See the filing at the Department of Labor
Self-funded plans that name a contract administrator on Schedule C
| Plan sponsor | Contract administrator on Schedule C | People in the plan |
|---|---|---|
| OLD DOMINION FREIGHT LINE, INC. · THOMASVILLE, NC | DELTA DENTAL OF NORTH CAROLINA | 45,248 |
| SMART · WASHINGTON, DC | SOUTHERN BENEFIT ADMINISTRATORS | 40,987 |
| GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE · EVENDALE, OH | UNITEDHEALTHCARE SERVICES, INC. | 40,206 |
| EXXON MOBIL CORPORATION · SPRING, TX | AETNA LIFE INSURANCE COMPANY | 38,081 |
| BOARD OF TRUSTEES TWU LOCAL 100 HEALTH FUND · BROOKLYN, NY | HEALTHPLEX INC | 37,991 |
- OLD DOMINION FREIGHT LINE, INC. · THOMASVILLE, NC
- Contract administrator on Schedule C
- DELTA DENTAL OF NORTH CAROLINA
- People in the plan
- 45,248
- SMART · WASHINGTON, DC
- Contract administrator on Schedule C
- SOUTHERN BENEFIT ADMINISTRATORS
- People in the plan
- 40,987
- GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE · EVENDALE, OH
- Contract administrator on Schedule C
- UNITEDHEALTHCARE SERVICES, INC.
- People in the plan
- 40,206
- EXXON MOBIL CORPORATION · SPRING, TX
- Contract administrator on Schedule C
- AETNA LIFE INSURANCE COMPANY
- People in the plan
- 38,081
- BOARD OF TRUSTEES TWU LOCAL 100 HEALTH FUND · BROOKLYN, NY
- Contract administrator on Schedule C
- HEALTHPLEX INC
- People in the plan
- 37,991
A plan can name more than one contract administrator, and the row shows the one it reported paying the most. Showing 5 of 649 self-funded plans with 1,000 to 50,000 people in them that name one on Schedule C, one plan per company. Sourced from U.S. DOL EFAST2 Form 5500.
Who administers this plan today?
LUMINARE HEALTH is named on this plan's Schedule C as contract administrator, one of 4 companies the plan names there.
The plan administrator on the form itself is LOGAN HEALTH.
The service-provider filter matches on the company named on Schedule C, so one search returns every plan an administrator is already named on.
Which benefit lines does the plan declare with no insurance contract behind them?
The filing declares health, dental and vision with no Schedule A contract behind them, which usually means the benefit is paid by the plan itself or sits under a different plan number.
Coverage status is stored per benefit line, so one filter returns the plans that declare a line on the form with no Schedule A contract for it.
How many plans look like this one?
649 self-funded plans on file have between 1,000 and 50,000 people in them and name a contract administrator on Schedule C. Five are above, with the company each one names.
The Data Feed carries the funding label, the coverage status and the Schedule C companies for every plan in the country, as one file a week.
We stop at the employer. We do not sell anyone's contact details.
The Data Feed is every plan in the country as one file a week, from $499 a month.