No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM HEALTH PLANS, INC EIN 06-1475928 NONE | Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Other commissions; Claims processing; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 12 | — | $1.8M |
| ZENITH AMERICAN SOLUTIONS EIN 52-1590516 NONE | Direct payment from the plan; Other services Service code 49 | — | $1.3M |
| SOLXSYS ADMINISTRATIVE SOLUTIONS EIN 82-2454243 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $746K |
| ZELIS EIN 86-1040704 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $362K |
| LABOR FIRST LLC EIN 06-1750191 NONE | Direct payment from the plan; Other insurance fees and expenses; Insurance services Service code 23 | — | $316K |
| PRIME PAY EIN 35-1720702 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $172K |
| LOWER HUDSON VALLEY E.A.P. EIN 13-3240307 NONE | Direct payment from the plan; Other services Service code 49 | — | $163K |
| ROBERT M. CHEVERIE & ASSOC., P.C. EIN 06-1335139 NONE | Legal; Direct payment from the plan Service code 29 | — | $144K |
| GRAYSTONE CONSULTING LLC EIN 32-0516279 NONE | Investment management; Direct payment from the plan Service code 28 | — | $125K |
| NOVAK FRANCELLA LLC EIN 61-1436956 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $86K |
| HINGE HEALTH, INC. EIN 81-1884841 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $82K |
| THE SEGAL GROUP, INC. EIN 06-0839113 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $69K |
| EATON VANCE MANAGEMENT EIN 04-3101341 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $53K |
| SAV-RX PRESCRIPTION SERVICES EIN 86-1323040 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $49K |
| MODERN ASSISTANCE PROGRAMS, INC. EIN 04-3014235 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $46K |
| SUN LIFE CAPITAL MANAGEMENT LLC EIN 04-3132283 NONE | Investment management; Direct payment from the plan Service code 28 | — | $30K |
| CBIZ-SAVITZ,INC EIN 31-1582098 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $21K |
| SANTANDER BANK EIN 23-1237295 NONE | Direct payment from the plan; Other fees Service code 50 | — | $20K |
| LAPIER, DILLON & ASSOCIATES PC EIN 32-0048525 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $11K |
| ALLEGRA PRINT & IMAGING EIN 20-8067559 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $8K |
| WEX, INC. EIN 01-0526993 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $8K |
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 | 4,070 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,059 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 5,129 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | STANDARD INSURANCE COMPANY | 4,750 | $450K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 4,305 | $4.1M |
| Other(3 contracts, 3 carriers) | ANTHEM BLUE CROSS BLUE SHIELD | 4,750 | $3.8M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,750 | — |
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."
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.