No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS EIN 23-7391136 NONE | Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Claims processing Service code 12 | — | $3.3M |
| MELVIN FEDER EIN 13-3593661 ATTORNEY | Legal Service code 29 | — | $248K |
| ATALANTA SOSNOFF CAPITAL, LLC EIN 20-0461050 NONE | Investment management Service code 28 | — | $232K |
| UNION NETWORKING EIN 22-2940797 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $218K |
| MD SASS NONE | Investment management Service code 28 | — | $199K |
| ALLIANCE BERNSTEIN EIN 13-4064930 NONE | Investment management Service code 28 | — | $178K |
| BHMS EIN 75-2403190 NONE | Investment management Service code 28 | — | $177K |
| HEALTHPLEX EIN 11-2714365 NONE | Contract Administrator Service code 13 | — | $143K |
| CASTIGLIA LLP EIN 46-2725636 AUDITOR | Accounting (including auditing) Service code 10 | — | $116K |
| SEGAL CO. EIN 13-1835864 NONE | Actuarial Service code 11 | — | $116K |
| JP MORGAN EIN 13-6058970 NONE | Custodial (securities) Service code 19 | — | $103K |
| CAREMARK EIN 75-2888212 NONE | Contract Administrator Service code 13 | — | $77K |
| LORRAINE HARDT EIN 13-1615440 NONE | Employee (plan) Service code 30 | — | $69K |
| BARBARA SINCERE EIN 13-1615440 NONE | Employee (plan) Service code 30 | — | $67K |
| PREMIER TECHNOLOGY SOLUTIONS NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 232 MADISON AVENUE NEW YORK, NY 10016 | $66K |
| DIANA DELGADO EIN 13-1615440 NONE | Employee (plan) Service code 30 | — | $65K |
| LYDIA DESHONG EIN 13-1615440 NONE | Employee (plan) Service code 30 | — | $45K |
| JESSICA PIZA EIN 13-1615440 NONE | Employee (plan) Service code 30 | — | $35K |
| MERRILL LYNCH EIN 13-5674085 INVESTMENT ADVISOR | Investment advisory (plan) Service code 27 | — | $31K |
| HGK EIN 52-1296988 NONE | Investment management Service code 28 | — | $12K |
| STEPHEN O'BEIRNE NONE | Consulting (general) Service code 16 | — | $10K |
| THOMAS J. HANRAHAN NONE | Consulting (general) Service code 16 | 6 COTTONWOOD RD WAYNE, NJ 07470 | $5K |
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 | 3,910 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,116 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 5,026 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | AMALGAMATED LIFE | 12,053 | $2.3M |
| Short-term disability | AMALGAMATED LIFE | 3,744 | $346K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 12,053 | — |
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 comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.