No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| DH COOK ASSOCIATES EIN 11-2424843 NONE | Contract Administrator Service code 13 | 253 WEST 35TH STREET 12TH FLOOR NEW YORK, NY 10001 | $58K |
| JOSEPH M. STERN ASSOCIATE EIN 82-3287696 NONE | Accounting (including auditing) Service code 10 | 89 JOSEPH AVE STATEN ISLAND, NY 10314 | $31K |
| COLLERAN OHARA & MILLS LLP EIN 11-3940050 NONE | Legal Service code 29 | 100 CROSSWAY PARK DR W SUITE 200 WOODBURY, NY 11797 | $23K |
| GOULD KOBRICK & SCHLAPP, PC EIN 13-3082707 NONE | Accounting (including auditing) Service code 10 | 192 LEXINGTON AVENUE 7TH FLOOR NEW YORK, NY 10016 | $20K |
| ATALANTA SOSNOFF EIN 20-0451050 NONE | Investment management Service code 28 | 505 5TH AVE 17TH FL NEW YORK, NY 10017 | $17K |
| BISCEGLIE & ASSOCIATES PC EIN 46-4100586 NONE | Investment advisory (plan) Service code 27 | 1527 FRANKLIN AVENUE MINEOLA, NY 11501 | $16K |
| MERRILL LYNCH EIN 13-5674085 NONE | Investment management Service code 28 | 26 CENTURY HILL DR LATHAM, NY 12110 | $13K |
| FEDERATION PENSION BUREAU EIN 13-1787163 NONE | Actuarial Service code 11 | 14 PENN PLAZA SUITE 102 NEW YORK, NY 10122 | $9K |
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 | 98 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 98 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | AMALGAMATED LIFE INSURNACE | 75 | $2K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 75 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.