See the carriers, broker commissions and premiums for this plan.
It also shows filing history and funding margin. Your first month is $4.99.
See 7 contract rows with premium, retention and renewal dates. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See commissions and fees for 11 broker rows. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| PROSKAUER ROSE LLP EIN 13-1840454 NONE | Legal; Direct payment from the plan Service code 29 | — | $174K |
| FITZSIMMONS, ABRAMS, LLP EIN 13-2858927 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $73K |
| KENNEDY, JENNIK & MURRAY PC NONE | Legal; Direct payment from the plan Service code 29 | 113 UNIVERSITY PLACE, 7TH FL NEW YORK, NY 10003 | $67K |
| LISA PARISI EIN 13-1567895 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $47K |
| FIRST ACTUARIAL CONSULTING, INC. EIN 26-3842522 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $38K |
| DIANE FERCHLAND EIN 13-1567895 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $36K |
| STEINBERG, STECKLER & PICCIURRO, PC EIN 13-2665700 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $20K |
| POLEN CAPITAL MANAGEMENT EIN 13-2984374 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $20K |
| MORGAN STANLEY EIN 26-4310632 NONE | Other investment fees and expenses; Securities brokerage; Investment advisory (plan); Direct payment from the plan; Other commissions; Other services; Securities brokerage commissions and fees Service code 27 | — | $13K |
| LEGG MASON AND COMPANY NONE | Investment management; Investment management fees paid directly by plan Service code 28 | 55 WATER STREET, 32 NEW YORK, NY 10041 | $13K |
| CONGRESS ASSET MANAGEMENT EIN 04-2848965 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $12K |
| PAPPALARDI, CPA NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | 273 UNION AVENUE NEW ROCHELLE, NY 10801 | $12K |
| BOYD WATTERSON ASSET MGMT EIN 34-1922005 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $12K |
| MARKOWITZ & RICHMAN EIN 23-2111581 NONE | Legal; Direct payment from the plan Service code 29 | — | $11K |
| MICHAEL NICHOLSON PE NONE | Legal; Direct payment from the plan Service code 29 | 64-68 82ND STREET MIDDLE VILLAGE, NY 10801 | $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 | 525 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 207 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 732 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | AETNA LIFE INSURANCE CO. | 735 | $5.8M |
| Dental | AETNA LIFE INSURANCE CO. | 735 | $5.5M |
| Vision | SHELTERPOINT LIFE INSURANCE CO | 3,507 | $40K |
| Short-term disability | SHELTERPOINT LIFE INSURANCE CO | 394 | $24K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,507 | — |
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."
Broker compensation exceeds 5% of premium. This is either a small-plan minimum fee or an inefficient broker structure open to a counter-bid.
Premium per covered life exceeds 2x the peer median for this NAICS and size cohort. The plan is either richly funded or stuck with a bad rate.
Schedule A changed between filings. The plan moved between insured and self-funded, or contracts were added or removed. The transition window is open.