No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| EMPIRE HEALTHCHOICE ASSURANCE INC. EIN 23-7391136 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Claims processing; Contract Administrator; Float revenue Service code 12 | — | $2.2M |
| HEALTH PLAN SYSTEM, INC. EIN 01-0589640 IT CONSULT'-RELATED PLANS | Consulting (general) Service code 16 | — | $506K |
| THE SEGAL COMPANY EIN 13-1835864 ACTUARY FOR RELATED PLAN | Consulting (general); Actuarial Service code 11 | — | $422K |
| NEW YORK MEDICAL MANAGEMENT, INC. EIN 11-3274214 REL'D TO HEALTH PLAN SYS | Consulting fees Service code 70 | — | $416K |
| PROSKAUER ROSE, LLP EIN 13-1840454 COUNSEL FOR RELATED PLANS | Legal Service code 29 | — | $359K |
| EXPRESS SCRIPTS, INC. EIN 22-3461740 NONE | Claims processing; Contract Administrator Service code 12 | — | $296K |
| MARC PANTELEONE EIN 11-1637886 EMPLOYEE | Employee (plan) Service code 30 | — | $211K |
| MAGGIE WU EIN 11-1637886 EMPLOYEE | Employee (plan) Service code 30 | — | $189K |
| COHEN,WEISS AND SIMON LLP EIN 13-1592323 COUNSEL FOR RELATED PLAN | Legal Service code 29 | — | $162K |
| TEAMSTER CENTER SERVICES FUND EIN 13-1964856 NONE | Consulting fees Service code 70 | — | $143K |
| JAMES PANTELEONE EIN 11-1637886 EMPLOYEE | Employee (plan) Service code 30 | — | $137K |
| CELIA LIAW EIN 11-1637886 EMPLOYEE | Employee (plan) Service code 30 | — | $113K |
| WEAVER C BARKSDALE & ASSOCIATES, IN EIN 62-1217255 NONE | Investment management Service code 28 | — | $110K |
| CHRISTINE NICOLETTI EIN 11-1637886 EMPLOYEE | Employee (plan) Service code 30 | — | $108K |
| JAMES SOLIWODA EIN 11-1637886 EMPLOYEE | Employee (plan) Service code 30 | — | $103K |
| ANWAR ZAIDI EIN 11-1637886 EMPLOYEE | Employee (plan) Service code 30 | — | $91K |
| CONCEPCION ACEVEDO EIN 11-1637886 EMPLOYEE | Employee (plan) Service code 30 | — | $87K |
| LISA ROSA EIN 11-1637886 EMPLOYEE | Employee (plan) Service code 30 | — | $86K |
| ANTHONY SCULLY EIN 11-1637886 EMPLOYEE | Employee (plan) Service code 30 | — | $86K |
| JANINA JONES EIN 11-1637886 EMPLOYEE | Employee (plan) Service code 30 | — | $81K |
| NANCY ROSAS EIN 11-1637886 EMPLOYEE | Employee (plan) Service code 30 | — | $75K |
| JEANETTE BROWN EIN 11-1637886 EMPLOYEE | Employee (plan) Service code 30 | — | $74K |
| DOROTHY LUBERA EIN 11-1637886 EMPLOYEE | Employee (plan) Service code 30 | — | $72K |
| MIRIAM CAMACHO EIN 11-1637886 EMPLOYEE | Employee (plan) Service code 30 | — | $55K |
| KATHERINE CANDO EIN 11-1637886 EMPLOYEE | Employee (plan) Service code 30 | — | $55K |
| BUCHBINDER TUNICK & COMPANY LLP EIN 13-1578842 AUDITOR FOR RELATED PLANS | Accounting (including auditing) Service code 10 | — | $49K |
| DR. ASHER MANSDORF NONE | Consulting fees Service code 70 | 858 BRYANT STREET WOODMERE, NY 11598 | $45K |
| PAMELA GARCIA EIN 11-1637886 EMPLOYEE | Employee (plan) Service code 30 | — | $43K |
| ELISHA RICHARDS EIN 11-1637886 EMPLOYEE | Employee (plan) Service code 30 | — | $41K |
| AMALGAMATED BANK EIN 13-4920330 PLAN CUSTODIAN | Custodial (securities) Service code 19 | — | $40K |
| MORGAN STANLEY GLOBAL BANKING EIN 26-4310632 NONE | Investment management Service code 28 | — | $40K |
| ANNA BYCHOWSKI EIN 11-1637886 EMPLOYEE | Employee (plan) Service code 30 | — | $28K |
| DR. FREDERICK M. TUCCI NONE | Consulting fees Service code 70 | 62 BACON ROAD OLD WESTBURY, NY 115681503 | $24K |
| LUCIA TRABOLD EIN 11-1637886 EMPLOYEE | Employee (plan) Service code 30 | — | $18K |
| MEAGAN ADRIAN-IRIZARRY EIN 11-1637886 EMPLOYEE | Employee (plan) Service code 30 | — | $14K |
| LIZA LEI LUBOA EIN 11-1637886 EMPLOYEE | Employee (plan) Service code 30 | — | $12K |
| NORTHERN TRUST COMPANY EIN 36-2723087 NONE | Investment management fees paid directly by plan; Investment management; Soft dollars commissions Service code 28 | — | $9K |
| SEGAL SELECT INSURANCE SERVICE INC. | Insurance brokerage commissions and fees Service code 53 | — | $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 | 5,175 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 739 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 5,914 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | AMALGAMATED LIFE INSURANCE COMPANY | 13,159 | $274K |
| Short-term disability | AMALGAMATED LIFE INSURANCE COMPANY | 5,295 | $2.5M |
| Other | AMALGAMATED LIFE INSURANCE COMPANY | 5,295 | $2.5M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 13,159 | — |
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 prior year. Renewal pain — prime candidate for re-shopping the carriers.
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
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.