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 5 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 5 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 | Accounting (including auditing); Direct payment from the plan Service code 10 | 7600 JERICHO TURNPIKE STE 210 WOODBURY, NY 11797 | $441K |
| PROSKAUER ROSE LLP EIN 13-1840454 NONE | Legal; Direct payment from the plan Service code 29 | ELEVEN TIME SQAURE NEW YORK, NY 10036 | $227K |
| LISA PARISI EIN 13-1567895 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | 1406 BLONDELL AVENUE 2ND FL BRONX, NY 10461 | $224K |
| DIANE FERCHLAND EIN 13-1567895 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | 1406 BLONDELL AVENUE 2ND FL BRONX, NY 10461 | $131K |
| BOYD WATTERSON ASSET MANAGEMENT LLC EIN 34-1922005 NONE | Investment management; Investment management fees paid indirectly by plan; Investment management fees paid directly by plan Service code 28 | 1801 EAST 9TH STREET STE 1400 CLEVLAND, OH 44114 | $104K |
| 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 | $88K |
| JBM COMPUTER CONSULTANTS, INC EIN 16-1173118 NONE | Direct payment from the plan; Consulting (general); Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 20 NORTH AMERICAN DRIVE WEST SENECA, NY 14224 | $56K |
| ULLICO INVESTMENT ADVISORS INC EIN 52-6435649 NONE | Soft dollars commissions; Investment management; Investment management fees paid directly by plan Service code 28 | 8403 COLESVILLE ROAD 13TH FL SILVER SPRING, MD 20910 | $36K |
| 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 | $32K |
| REYNOLDS CONSULTING SERVICES EIN 20-1899564 NONE | Investment advisory (plan); Investment management fees paid directly by plan Service code 27 | 25 NEWBRIDGE ROAD HICKSVILLE, NY 11801 | $32K |
| CONGRESS ASSET MANAGEMENT CO LLP EIN 04-2848965 NONE | Investment management; Securities brokerage commissions and fees; Investment management fees paid directly by plan Service code 28 | 2 SEAPORT LANE BOSTON, MA 02210 | $20K |
| VINCENT SCHIAPPA VPS SYSTEMS EIN 56-2557916 NONE | Direct payment from the plan; Consulting (general) Service code 16 | 2 LIPSON COURT EAST NORTHPORT, NY 11731 | $16K |
| 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 | $15K |
| AMALGAMATED BANK EIN 13-4940330 NONE | Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Custodial (securities) Service code 19 | 275 7TH AVENUE NEW YORK, NY 10001 | $15K |
| LEGG MASON & CO LLC EIN 01-0846058 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | 55 WATER STREET NEW YORK, NY 10041 | $12K |
| THOMAS DIMATTINA EIN 27-1304711 NONE | Insurance brokerage commissions and fees; Claims processing; Direct payment from the plan Service code 12 | 111 CAPE COD WAY MOORESVILLE, NC 28117 | $3K |
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 | 873 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 873 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA | 1,776 | $13.6M |
| Dental | AETNA | 1,776 | $13.6M |
| Vision | EMPIRE HEALTHCHOICE ASSURANCE INC | 811 | $72K |
| Life insurance | ANTHEM LIFE & DISABILITY INSURANCE COMPANY | 817 | $274K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,776 | — |
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.