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 |
|---|---|---|---|
| DH COOK ASSOCIATES EIN 11-2424843 TPA | Contract Administrator Service code 13 | 253 WEST 35TH STREET 12TH FLOOR NEW YORK, NY 10001 | $63K |
| JOSEPH M STERN ASSOCAITES EIN 11-2767624 PAYROLL AUDITOR | Accounting (including auditing) Service code 10 | 4 STEUBEN STREET STATEN ISLAND, NY 10304 | $30K |
| COLLERAN O'HARA & MILLS LLP EIN 11-3940050 ATTORNEY | Legal Service code 29 | 100 CROSSWAYS PARK DR W SUITE 200 WOODBURY, NY 11797 | $30K |
| DONALD R VALANE CPA PC EIN 11-3496023 AUDITOR | Accounting (including auditing) Service code 10 | 1652 FALMOUTH AVENUE NEW HYDE PARK, NY 11040 | $20K |
| ATALANTA SOSNOFF EIN 20-0451050 INVESTMENT ADVISOR | Investment advisory (plan) Service code 27 | 101 PARK AVENUE NEW YORK, NY 10178 | $18K |
| BISCEGLIE & ASSOCIATES PC EIN 46-4100586 ATTORNEY | Investment advisory (plan) Service code 27 | 1527 FRANKLIN AVENUE SUITE 301 MINEOLA, NY 11501 | $15K |
| MERRILL LYNCH EIN 13-5674085 NONE- INVESTMENT ADV | Legal Service code 29 | 29 CENTURY HILL DR LATHAM, NY 11797 | $12K |
| FEDERATION PENSION BUREAU EIN 13-1787163 ACTUARY | Actuarial Service code 11 | 14 PENN PLAZA SUITE 1102 NEW YORK, NY 10122 | $10K |
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 | 236 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 236 | 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."
Self-funded plan with no stop-loss carrier attached. Catastrophic-risk exposure; stop-loss specialist sales target.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.