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 6 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 6 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 |
|---|---|---|---|
| FITZSIMMONS ABRAMS LLP EIN 13-2858927 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | 7600 JERICHO TPKE STE 210 WOODBURY, NY 11797 | $241K |
| BOYD WATTERSON ASSET MANAGEMENT LLC EIN 34-1922005 NONE | Investment management; Investment advisory (plan); Investment management fees paid directly by plan; Investment management fees paid indirectly by plan Service code 27 | 1801 EAST 9TH ST STE 1400 CLEVLAND, OH 44114 | $92K |
| 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 | $87K |
| PROSKAUER ROSE LLP EIN 13-1840454 NONE | Legal; Direct payment from the plan Service code 29 | ELEVEN TIMES SQUARE NEW YORK, NY 10036 | $83K |
| DIANE FERCHLAND EIN 13-1567895 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | 100 MERRICK ROAD STE 500W ROCKVILLE CENTRE, NY 11570 | $52K |
| 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 | $47K |
| 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 | $47K |
| 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 | $32K |
| POLEN CAPITAL MANAGEMENT EIN 26-0319356 NONE | Investment management; Direct payment from the plan Service code 28 | 1825 NW CORPORATE BLVD BOCA RATON, FL 33431 | $20K |
| FIRST ACTUARIAL CONSULTING, INC. EIN 26-3842522 NONE | Direct payment from the plan; Actuarial Service code 11 | 1501 BROADWAY STE 1728 NEW YORK, NY 10036 | $16K |
| AMALGAMATED BANK EIN 13-4940330 NONE | Custodial (securities); Investment management fees paid directly by plan; Investment management fees paid indirectly by plan Service code 19 | 275 7TH AVE NEW YORK, NY 10001 | $8K |
| PRAETORIAN GUARD GROUP LLC EIN 27-1304711 NONE | Insurance brokerage commissions and fees Service code 53 | 111 CAPE COD WAY MOORESVILLE, NC 28117 | $0 |
| SEGAL SELECT INSURANCE SERVICES INC EIN 46-0619194 NONE | Insurance brokerage commissions and fees Service code 53 | 333 WEST 34TH STREET NEW YORK, NY 10001 | $0 |
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 | 965 | 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) | 965 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE CO | 1,864 | $10.7M |
| Dental | AETNA LIFE INSURANCE CO | 1,864 | $10.7M |
| Life insurance | ANTHEM LIFE INSURANCE | 883 | $277K |
| Long-term disability | SHELTER POINT LIFE INSURANCE CO. | 731 | $208K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,864 | — |
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.
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.