See 2 carrier contracts with Solo.
Solo shows premium, covered lives, retention and the policy renewal window for each contract. $4.99 for your first month, then $34.99 a month. Cancel any time.
See commissions and fees for 2 broker rows with Solo.
Solo shows the commissions and fees paid to each broker on this plan. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| MAGNACARE ADMINISTRATIVE SERVICES EIN 11-3410766 CLAIMS PROCESSING | Direct payment from the plan; Claims processing Service code 12 | ONE PENN PLAZA 46TH FLOOR NEW YORK, NY 10119 | $660K |
| ANNALISA DEFALCO EIN 11-1628171 PLAN ADMINISTRATOR | Plan Administrator; Direct payment from the plan Service code 14 | 681 FULTON AVENUE HEMPSTEAD, NY 11550 | $144K |
| WAGNER & ZWERMAN LLP EIN 11-2836481 ACCOUNTING | Direct payment from the plan; Accounting (including auditing) Service code 10 | 201 OLD COUNTRY ROAD SUITE 202 MELVILLE, NY 11747 | $117K |
| BARNES, IACCARINO & SHEPHERD, LLP EIN 26-3858697 LEGAL | Legal; Direct payment from the plan Service code 29 | 3 SURREY LANE HEMPSTEAD, NY 11550 | $101K |
| JAMES CORNELL EIN 11-1628171 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | 681 FULTON AVENUE HEMPSTEAD, NY 11550 | $95K |
| LAUREN SHANNON EIN 11-1628171 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | 681 FULTON AVENUE HEMPSTEAD, NY 11550 | $92K |
| ROBIN SHERMAN EIN 11-1628171 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | 681 FULTON AVENUE HEMSPTEAD, NY 11550 | $89K |
| SAMANTHA BUCKLEY EIN 11-1628171 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | 681 FULTON AVENUE HEMPSTEAD, NY 11550 | $86K |
| REYNA MENDEZ EIN 11-1628171 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | 681 FULTON AVENUE HEMPSTEAD, NY 11550 | $64K |
| THE SEGAL COMPANY, INC. EIN 13-1835864 ACTUARIAL | Direct payment from the plan; Actuarial; Consulting fees Service code 11 | 333 WEST 34TH STREET NEW YORK, NY 10001 | $60K |
| D.D. SERVICES, INC. EIN 11-2705347 CLAIMS PROCESSING | Direct payment from the plan; Claims processing Service code 12 | 1640 HEMPSTEAD TPKE EAST MEADOW, NY 11554 | $45K |
| WORKFORCE ASSISTANCE PROGRAMS EIN 20-8231145 EAP SERVICES | Other services; Direct payment from the plan; Claims processing Service code 12 | 211 EAST MAIN STREET SUITE 161 NEW ROCHELLE, NY 10801 | $44K |
| MAGNACARE ADMINISTRATIVE SERVICES 1 | Insurance brokerage commissions and fees Service code 53 | — | $41K |
| KAREN HAGGERTY-HOCH EIN 11-1628171 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | 681 FULTON AVENUE HEMPSTEAD, NY 11550 | $36K |
| TPA CORPORATION EIN 13-3329882 COMPUTER CONSULTANT | Direct payment from the plan; Consulting fees; Consulting (general) Service code 16 | 531 ROUTE 52 CARMEL, NY 10512 | $33K |
| SUZANNE SPENCER EIN 11-1628171 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | 681 FULTON AVENUE HEMPSTEAD, NY 11550 | $31K |
| M&T BANK INSTL RETIREMENT SERVICES EIN 16-0538020 INVESTMENT CUSTODIAN | Investment management fees paid directly by plan; Custodial (securities) Service code 19 | ONE MT PLAZA 9TH FLOOR BUFFALO, NY 14203 | $28K |
| REYNOLDS CONSULTING SERVICES EIN 20-1899564 INVESTMENT CONSULTING | Investment advisory (plan); Investment management fees paid directly by plan; Consulting fees Service code 27 | 25 NEWBRIDGE ROAD HICKSVILLE, NY 11801 | $18K |
| PRUDENTIAL RETIREMENT INSURANCE EIN 06-1050034 CUSTODIAN & MANAGER | Custodial (securities); Investment management fees paid directly by plan; Investment management Service code 19 | 280 TRUMBULL STREET HARTFORD, CT 06013 | $13K |
| PROFESSIONAL EVALUATION MED GROUP EIN 11-3045787 DIAGNOSTIC SERVICES | Direct payment from the plan; Claims processing; Other services Service code 12 | 380 SOUTH BROADWAY HICKSVILLE, NY 11801 | $8K |
| THE BANK OF NEW YORK MELLON EIN 13-5160382 CUSTODIAN & MANAGER | Investment management fees paid directly by plan; Custodial (securities); Investment management Service code 19 | 201 WASHINGTON STREET 15TH FLOOR BOSTON, MA 02108 | $6K |
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 | 1,113 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 302 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,415 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | AMALGAMATED LIFE INSURANCE COMPANY | 957 | $408K |
| Other | FEDERAL INSURANCE COMPANY | 4 | $8K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 957 | — |
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."
Total premium grew more than 20% over the prior year. Good candidate for re-shopping the carriers.
Broker compensation exceeds 5% of premium. This is either a small-plan minimum fee or an inefficient broker structure open to a counter-bid.
The top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.