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 8 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 16 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 | ELEVEN TIMES SQUARE NEW YORK, NY 10036 | $218K |
| FITZSIMMONS ABRAMS LLP EIN 13-2858927 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | 7600 JERICHO TPKE STE 210 WOODBURY, NY 11797 | $190K |
| LAW OFFICES OF MARKOWITZ & RICHMAN EIN 23-2111581 NONE | Legal; Direct payment from the plan Service code 29 | 123 SOUTH BROADWAY STREET PHILADELPHIA, PA 19109 | $81K |
| LISA PARISI EIN 13-1567895 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | 100 MERRICK ROAD STE 500W ROCKVILLE CENTRE, NY 11570 | $74K |
| BOYD WATTERSON ASSET MANAGEMENT LLC EIN 34-1922005 NONE | Investment management; Investment management fees paid directly by plan; Investment management fees paid indirectly by plan Service code 28 | 1801 EAST 9TH ST STE 1400 CLEVLAND, OH 44114 | $54K |
| DIANE FERCHLAND EIN 13-1567895 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | 100 MERRICK ROAD STE 500W ROCKVILLE CENTRE, NY 11570 | $43K |
| COHEN, WEISS & SIMON LLP EIN 13-1592323 NONE | Legal; Direct payment from the plan Service code 29 | 900 3RD AVE FL 21 NEW YORK, NY 10022 | $32K |
| LAURA BRENNAN EIN 13-1567895 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | 100 MERRICK ROAD STE 500W ROCKVILLE CENTRE, NY 11570 | $28K |
| TPA COMPUTER CORP. EIN 13-3329882 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 531 ROUTE 52, STE 2 CARMEL, NY 10512 | $27K |
| REYNOLDS CONSULTING SERVICES EIN 20-1899564 NONE | Investment management fees paid directly by plan; Investment advisory (plan) Service code 27 | 25 NEWBRIDGE ROAD HICKSVILLE, NY 11801 | $27K |
| JBM COMPUTER CONSULTANTS, INC. EIN 16-1173118 NONE | Consulting (general); Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | 20 NORTH AMERICAN DRIVE WEST SENECA, NY 14224 | $20K |
| POLEN CAPITAL MANAGEMENT EIN 26-0319356 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | 1825 NW CORPORATE BLVD BOCA RATON, FL 33431 | $18K |
| CONGRESS ASSET MANAGEMENT EIN 04-2848965 NONE | Investment management fees paid directly by plan; Soft dollars commissions; Investment management fees paid indirectly by plan Service code 51 | 2 SEAPORT LANE BOSTON, MA 02210 | $17K |
| LEGG MASON AND COMPANY LLC EIN 01-0846058 NONE | Investment management; Investment management fees paid directly by plan; Soft dollars commissions Service code 28 | 55 WATER STREET, 32 NEW YORK, NY 10041 | $15K |
| FIRST ACTUARIAL CONSULTING, INC. EIN 26-3842522 NONE | Actuarial; Direct payment from the plan Service code 11 | 1501 BROADWAY STE 1728 NEW YORK, NY 10036 | $15K |
| WAGNER ZWERMAN LLP EIN 11-2836481 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | 201 OLD COUNTRY RD 210 MELVILLE, NY 11747 | $12K |
| EVEREADY GRAPHICS EIN 46-3471000 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | 2526 BUTLER PLACE BRONX, NY 10461 | $12K |
| AMALGAMATED BANK EIN 13-4940330 NONE | Investment management fees paid directly by plan; Investment management fees paid indirectly by plan; Custodial (securities) Service code 19 | 275 7TH AVE NEW YORK, NY 10001 | $7K |
| SEGAL CO EIN 46-0619194 NONE | Actuarial; Direct payment from the plan Service code 11 | 333 WEST 34TH STREET NEW YORK, NY 10001 | $6K |
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 | 773 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 773 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE CO | 1,533 | $9.8M |
| Dental | AETNA LIFE INSURANCE CO | 1,533 | $9.8M |
| Vision | SHELTER POINT LIFE INSURANCE CO. | 201 | $19K |
| Life insurance(2 contracts, 2 carriers) | ANTHEM LIFE INSURANCE | 900 | $336K |
| Long-term disability | SHELTER POINT LIFE INSURANCE CO. | 691 | $137K |
| Other(2 contracts, 2 carriers) | THE PAUL REVERE LIFE INSURANCE COMPANY | 567 | $270K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,533 | — |
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."
Total premium grew more than 20% over the prior year. Good candidate for re-shopping the carriers.
Broker compensation exceeds 5% of premium. This is either a small-plan minimum fee or an inefficient broker structure open to a counter-bid.
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 is either richly funded or stuck with a bad rate.