Filings through .
History & trajectory Charts need 2 or more years. This plan has 10 years on file. Pro shows premium, premium per covered life, covered lives and carrier and broker share for every year.
See pricingBroker comp is under 1% of premium on a plan over $1M. The plan may have no broker or pay a flat fee. Consultants can pitch it.
The top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.
Premium per covered life exceeds 2x the peer median for this NAICS and size cohort. The plan has rich benefits or a bad rate.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
| Carrier | Coverage | Premium |
|---|---|---|
Broker: Thomas Dimattina HealthDentalVisionIndemnity | HealthDentalVisionIndemnity | |
Broker: Thomas Dimattina Life | Life | |
Broker: Horizon Actuarial Services LLC Life | Life |
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 4 contracts with Pro. Pro is free for 7 days and then costs $49 a month.
These benefits are declared on the Form 5500 main form. A ✓ means the benefit also has a Schedule A insurance contract. Without one, plan assets or a Schedule C TPA fund the benefit.
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 761 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 761 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA | 1,693 | $16.0M |
| Dental | AETNA | 1,693 | $16.0M |
| Vision | AETNA | 1,693 | $16.0M |
| Life insurance(2 contracts, 2 carriers) | ANTHEM LIFE AND DISABILITY INS CO | 754 | $565K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,693 | - |
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 instead of this filer's headcount. We show the row, but it does not count the people in this plan.
Brokers paid through Schedule A and service providers paid through Schedule C.
| Broker | Commissions |
|---|---|
Carrier: Aetna | |
Carrier: Anthem Life and Disability Ins Co | |
Carrier: Standard Life Ins Co of NY | |
Carrier: Standard Life Ins Co of NY |
Commissions, fees, broker address and the carrier each broker is paid through are on Pro.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| THOMAS DIMATTINA EIN 27-1304711 NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Consulting (general) Service code 16 | 111 CAPE COD WAY MOORESVILLE, NC 28117 | $404K |
| FITZSIMMONS ABRAMS, LLP EIN 13-2858927 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | 7600 JERICHO TURNPIKE STE 210 WOODBURY, NY 11797 | $307K |
| LISA PARISI EIN 13-1567895 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | 1406 BLONDELL AVENUE 2ND FL BRONX, NY 10461 | $242K |
| DIANE FERCHLAND EIN 13-1567895 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | 1406 BLONDELL AVENUE 2ND FL BRONX, NY 10461 | $141K |
| PROSKAUER ROSE LLP EIN 13-1840454 NONE | Legal; Direct payment from the plan Service code 29 | ELEVEN TIME SQAURE NEW YORK, NY 10036 | $115K |
| BOYD WATTERSON ASSET MANAGEMENT LLC EIN 34-1922005 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | 1801 EAST 9TH STREET STE 1400 CLEVLAND, OH 44114 | $97K |
| ULLICO INVESTMENT ADVISORS INC EIN 52-6435649 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | 8403 COLESVILLE ROAD 13TH FL SILVER SPRING, MD 20910 | $56K |
| BRADY MCGUIRE STIENBERG P.C. EIN 13-4689943 NONE | Legal; Direct payment from the plan Service code 29 | 220 WHITE PLAINS RD STE 390 TARRYTOWN, NY 10591 | $50K |
| JBM COMPUTER CONSULTANTS, INC EIN 16-1173118 NONE | Direct payment from the plan; Consulting (general) Service code 16 | 20 NORTH AMERICAN DRIVE WEST SENECA, NY 14224 | $44K |
| REYNOLDS CONSULTING SERVICES LLC EIN 20-1899564 NONE | Investment management fees paid directly by plan; Investment advisory (plan) Service code 27 | 25 NEWBRIDGE ROAD HICKSVILLE, NY 11801 | $35K |
| HORIZON ACTUARIAL SERVICES LLC EIN 26-1370698 NONE | Actuarial; Consulting (general); Direct payment from the plan; Insurance brokerage commissions and fees Service code 11 | 1040 CROWN POINTE PKWY STE 560 ATLANTA, GA 30338 | $32K |
| COLLERAN O'HARA & MILLS, LLP EIN 11-2940050 NONE | Legal; Direct payment from the plan Service code 29 | 100 CROSSWAYS PARK DRIVE W STE 200 WOODBURY, NY 11797 | $26K |
| VINCENT SCHIAPPA VPS SYSTEMS EIN 56-2557916 NONE | Consulting (general); Direct payment from the plan Service code 16 | 2 LIPSON COURT EAST NORTHPORT, NY 11731 | $14K |
| AMALGAMATED BANK EIN 13-4940330 NONE | Investment management fees paid directly by plan; Custodial (securities); Investment management fees paid indirectly by plan Service code 19 | 275 7TH AVENUE NEW YORK, NY 10001 | $8K |
This section shows how the plan is funded and what that means for risk.
Welfare charges, retention and retention rate (the carrier margin on this plan) are on Pro.
1 contact
11 filings · 2015 to 2025