No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| EMPIRE BLUE CROSS EIN 23-7391136 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $2.2M |
| MARSHALL & MOSS LLP EIN 04-3652965 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $242K |
| WALTER SARACENI EIN 11-1538293 EMPLOYEE | Recordkeeping fees; Employee (plan) Service code 30 | — | $174K |
| VIRGINIA & AMBINDER, LLP EIN 43-1995226 NONE | Legal; Direct payment from the plan Service code 29 | — | $155K |
| D.J. O'GRADY CONSULTANTS LTD EIN 13-3606742 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $141K |
| D.D.SERVICES, INC. EIN 11-2705347 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $121K |
| WENDY SALVATIERRA EIN 11-1538293 NONE | Recordkeeping fees; Employee (plan) Service code 30 | — | $93K |
| O'DONOGHUE & O'DONOGHUE LLP EIN 51-0120528 NONE | Legal; Direct payment from the plan Service code 29 | — | $90K |
| DENNIS SHERWOOD EIN 11-1538293 EMPLOYEE | Employee (plan); Recordkeeping fees Service code 30 | — | $89K |
| THE SEGAL GROUP EIN 13-1835864 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees; Actuarial; Consulting (general) Service code 11 | — | $87K |
| BANK OF NEW YORK MELLON EIN 13-5160382 NONE | Investment management; Investment management fees paid directly by plan; Other services Service code 28 | — | $78K |
| LINDA SCARPA EIN 11-1538293 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $68K |
| OLGA ALISHAYEVA EIN 11-1538293 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $64K |
| KEVIN BARRY EIN 11-1538293 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $62K |
| ADMINISTRATIVE SERVICES ONLY EIN 11-2995970 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $62K |
| CELESTE TALIERCIO EIN 11-1538293 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $53K |
| LAURIE KILLIEBREW EIN 11-1538293 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $53K |
| ANAPA TRISTA CUMMINGS EIN 11-1538293 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $52K |
| DIANA PETRACCIONE EIN 11-1538293 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $51K |
| MARIA FROGIERO EIN 11-1538293 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $51K |
| MALKIA BURGOS EIN 11-1538293 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $51K |
| NOVAK FRANCELLA LLC EIN 61-1436956 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $51K |
| ROSA BERTOLINI EIN 11-1538293 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $50K |
| MINDY FEIERMAN EIN 11-1538293 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $50K |
| BETSEY PADGETT EIN 11-1538293 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $50K |
| MIHAELA DUMITRRU EIN 11-1538293 EMPLOYEE | Recordkeeping fees; Employee (plan) Service code 30 | — | $48K |
| ERICKA SIMPSON EIN 11-1538293 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $48K |
| TYTUS STEMPNIEWICZ EIN 11-1538293 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $46K |
| INNOVATIVE SOFTWARE SOLUTIONS INC EIN 23-2182079 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $45K |
| DAWN MCINTOSH EIN 11-1538293 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $43K |
| KATHLEEN SCARPA EIN 11-1538293 EMPLOYEE | Recordkeeping fees; Employee (plan) Service code 30 | — | $42K |
| SAMANTHA TABALA EIN 11-1538293 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $42K |
| STATE STREET GLOBAL ADVISORS EIN 04-1867445 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $41K |
| SARAH LASKER EIN 11-1538293 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $40K |
| KAUFF MCGUIRE & MARGOLIS LLP EIN 13-3573855 NONE | Legal; Direct payment from the plan Service code 29 | — | $31K |
| MEKETA INVESTMENT GROUP EIN 04-2659023 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $30K |
| LOCKTIGHT SOLUTIONS INC NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 2166 BROADWAY, SUITE 17D NEW YORK, NY 10024 | $28K |
| KMR SYSTEMS CORPORATION EIN 13-3192128 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $12K |
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 | 3,068 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 934 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 4,002 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | AMALGAMATED LIFE INSURANCE COMPANY | 4,576 | $630K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,576 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.