No insurance carriers on this filing. Self-funded welfare plans typically pay TPAs and PBMs through Schedule C, not Schedule A.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BARNES, IACCARINO & SHEPHERD LLP EIN 26-3858697 LEGAL BENEFITS | Legal; Direct payment from the plan Service code 29 | 3 SURREY LANE HEMPSTEAD, NY 11550 | $244K |
| ERNEST M. BONGERMINO EIN 11-2501979 LEGAL BENEFITS | Legal; Direct payment from the plan Service code 29 | 126 CARLETON AVENUE ISLIP TERRACE, NY 11752 | $37K |
| JOSEPH T. LEE EIN 20-0377765 LEGAL BENEFITS | Legal; Direct payment from the plan Service code 29 | 265 E BEECH ST LONG BEACH, NY 11561 | $14K |
| CITRIN COOPERMAN & COMPANY, LLP EIN 22-2428965 ACCOUNTANT | Direct payment from the plan; Accounting (including auditing) Service code 10 | 100 JERICHO QUADRANGLE, SUITE 342 JERICHO, NY 11753 | $12K |
| AMY BERKOWITZ-ORTIZ, ESQ EIN 26-2315702 LEGAL BENEFITS | Legal; Direct payment from the plan Service code 29 | 1225 FRANKLIN AVENUE STE 325 GARDEN CITY, NY 11530 | $11K |
| CITRIN COOPERMAN ADVISORS, LLC EIN 87-2525370 ACCOUNTANT | Accounting (including auditing); Direct payment from the plan Service code 10 | 7900 WESTPARK DR. SUITE A220 MCLEAN, VA 22102 | $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 | 1,180 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 263 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,443 | Active + retired/separated + beneficiaries. No dependents. |
No Schedule A insurance contracts on this filing — typical of fully self-funded plans, where the only headcount is the Form 5500 number above.
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."
No prospect flags tripped on this filing.