No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS EIN 23-7391136 NONE | Claims processing; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services Service code 12 | — | $3.7M |
| UNION NETWORKING EIN 22-2940797 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $268K |
| ATALANTA SOSNOFF CAPITAL, LLC EIN 20-0461050 NONE | Investment management Service code 28 | — | $262K |
| MELVIN FEDER EIN 13-3593661 ATTORNEY | Legal Service code 29 | — | $258K |
| MD SASS NONE | Investment management Service code 28 | — | $242K |
| ALLIANCE BERNSTEIN EIN 13-4064930 NONE | Investment management Service code 28 | — | $201K |
| BHMS EIN 75-2403190 NONE | Investment management Service code 28 | — | $190K |
| SEGAL CO. EIN 13-1835864 NONE | Actuarial Service code 11 | — | $159K |
| HEALTHPLEX EIN 11-2714365 NONE | Contract Administrator Service code 13 | — | $149K |
| CASTIGLIA LLP EIN 46-2725636 AUDITOR | Accounting (including auditing) Service code 10 | — | $146K |
| JP MORGAN EIN 13-6058970 NONE | Custodial (securities) Service code 19 | — | $107K |
| CAREMARK EIN 75-2888212 NONE | Contract Administrator Service code 13 | — | $88K |
| LORRAINE HARDT EIN 13-1615440 NONE | Employee (plan) Service code 30 | — | $71K |
| BARBARA SINCERE EIN 13-1615440 NONE | Employee (plan) Service code 30 | — | $69K |
| LYDIA DESHONG EIN 13-1615440 NONE | Employee (plan) Service code 30 | — | $68K |
| DIANA DELGADO EIN 13-1615440 NONE | Employee (plan) Service code 30 | — | $67K |
| JESSICA PIZA EIN 13-1615440 NONE | Employee (plan) Service code 30 | — | $53K |
| MERRILL LYNCH EIN 13-5674085 NONE | Investment advisory (plan) Service code 27 | — | $33K |
| PREMIER TECHNOLOGY SOLUTIONS NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 232 MADISON AVENUE NEW YORK, NY 10016 | $21K |
| STEPHEN O'BEIRNE NONE | Consulting (general) Service code 16 | 176 WASHINGTON AVENUE CLIFTON, NJ 07011 | $13K |
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 | 4,170 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,128 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 5,298 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental(2 contracts) | HEALTHPLEX, INC. | 3,440 | $126K |
| Life insurance | AMALGAMATED LIFE | 12,381 | $2.8M |
| Short-term disability | AMALGAMATED LIFE | 4,114 | $404K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 12,381 | — |
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 prior year. Renewal pain — prime candidate for re-shopping the carriers.
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.