No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| MAGNACARE EIN 11-3038233 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $342K |
| EMPIRE BLUECROSS BLUESHIELD EIN 23-7391136 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $326K |
| STACEY BRAUN ASSOCIATES, INC. EIN 13-2889432 NONE | Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Soft dollars commissions; Investment management Service code 28 | — | $98K |
| DIANA PUGLISI EIN 11-1586595 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $88K |
| SHARON DIMARIA EIN 11-1586595 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $81K |
| COHEN, WEISS & SIMON, LLP EIN 13-1592323 NONE | Legal; Direct payment from the plan Service code 29 | — | $71K |
| ANNA BROWE EIN 11-1586595 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $59K |
| CAMILLE ARNOLD EIN 11-1586595 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $58K |
| DEBRA PARISI EIN 11-1586595 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $52K |
| THE SEGAL COMPANY EIN 13-1835864 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $48K |
| SELF INSURED DENTAL SERVICES EIN 11-2995970 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $33K |
| TEAMSTER CENTER SERVICES EIN 13-1964856 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $29K |
| STEINBERG, STECKLER & PICCIURRO, PC EIN 13-2665700 AUDITOR | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $23K |
| ALICARE MEDICAL MANAGEMENT EIN 13-3432221 NONE | Other services; Direct payment from the plan Service code 49 | — | $20K |
| REYNOLDS CONSULTING SERVICES EIN 20-1899564 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $15K |
| AMALGAMATED BANK EIN 13-4920330 NONE | Custodial (securities); Direct payment from the plan Service code 19 | — | $7K |
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 | 1,327 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 12 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,339 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | AMALGAMATED LIFE INSURANCE COMPANY | 1,262 | $107K |
| Other | AMALGAMATED LIFE INSURANCE COMPANY | 1,262 | $107K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,262 | — |
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.