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 |
|---|---|---|---|
| STACY BRAUN ASSOCIATES EIN 13-2889432 NONE | Investment management; Investment management fees paid directly by plan; Soft dollars commissions Service code 28 | 377 BROADWAY NEW YORK, NY 10013 | $39K |
| MCDERMOTT, WILL & EMERY EIN 36-1453176 NONE | Legal; Direct payment from the plan Service code 29 | 340 MADISON AVENUE NEW YORK, NY 10173 | $37K |
| MSPC CERTIFIED PUBLIC ACCOUNTANTS EIN 22-2951202 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | 340 NORTH AVENUE CRANFORD, NJ 07016 | $18K |
| FRIEDMAN & ANSPACH EIN 13-3403675 NONE | Legal; Direct payment from the plan Service code 29 | 1500 BROADWAY NEW YORK, NY 10036 | $14K |
| KATHY KREINBIHL EIN 11-2602554 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | 817 OLD CUTTER MILL ROAD GREAT NECK, NY 11021 | $10K |
| US BANK EIN 31-0841368 NONE | Direct payment from the plan; Custodial (securities) Service code 19 | 2204 LAKESHORE DRIVE BIRMINGHAM, AL 55209 | $8K |
| LYNCH & MURRAY CPAS EIN 22-3352529 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | 32 BAY AVENUE BLOOMFIELD, NJ 07003 | $7K |
| MAJORIE MARKLIN EIN 11-2602554 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | 817 OLD CUTTER MILL ROAD GREAT NECK, NY 11021 | $5K |
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 | 717 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 717 | 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.