No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM BLUE CROSS EIN 23-7391136 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $1.1M |
| DICKINSON GROUP EIN 20-1241472 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $952K |
| EASTERN STATES JOINT BOARD EIN 46-2849057 NONE | Other services; Direct payment from the plan Service code 49 | — | $736K |
| JOSEPH GIOVINCO EIN 11-1967404 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $176K |
| VICTOR LAGRECA EIN 11-1967404 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $81K |
| MCCARTHY & PREECE, PLLC EIN 84-3667887 NONE | Insurance agents and brokers Service code 22 | — | $46K |
| ANGELA DIGIOVANNI EIN 11-1967404 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $38K |
| JOSEPH MANZELLA EIN 11-1967404 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $38K |
| CHARLES CLEMENZA EIN 11-1967404 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $35K |
| NICOLE JEAN-CHARLES EIN 11-1967404 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $35K |
| ANTHONY RAINONE EIN 11-1967404 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $33K |
| JAMES VOGT EIN 11-1967404 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $31K |
| PRISCILLA FARDUCHI EIN 11-1967404 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $31K |
| WEAVER AND TIDWELL LLP EIN 75-0786316 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $30K |
| NORA ROA EIN 11-1967404 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $29K |
| TPA COMPUTER CORP EIN 13-3329882 NONE | Other services; Direct payment from the plan Service code 49 | — | $22K |
| INTERCONTINENTAL REAL ESTATE INVEST EIN 04-3549299 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $18K |
| QUAN-VEST CONSULTANTS, INC. EIN 11-2559669 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $14K |
| ATALANTA SOSNOFF CAPITAL LLC EIN 13-3098640 NONE | Investment management fees paid directly by plan Service code 51 | — | $13K |
| SUMMIT ACTUARIAL SERVICES EIN 11-4385930 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $10K |
| LAWRENCE S. FISCHER, CPA EIN 52-2326815 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $7K |
| D.D. SERVICES INC. EIN 11-2705347 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $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 | 2,172 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 2,172 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | UNION LABOR LIFE INSURANCE CO. | 2,172 | $2.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,172 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
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.