No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| SPIVAK LIPTON LLP EIN 13-3494495 UNION ATTORNEY | Legal Service code 29 | 1040 AVENUE OF THE AMERICAS 20 FL NEW YORK, NY 10018 | $47K |
| SELF-INSURED DENTAL SERVICES EIN 11-2995970 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Plan Administrator; Contract Administrator; Claims processing Service code 12 | 303 MERRICK ROAD LYNBROOK, NY 11563 | $26K |
| GOULD, KOBRICK & SCHLAPP P.C. EIN 13-3082707 NONE | Accounting (including auditing) Service code 10 | 192 LEXINGTON AVENUE 7TH FLOOR NEW YORK, NY 10016 | $18K |
| THE SEGAL COMPANY EIN 13-1835864 NONE | Actuarial Service code 11 | 333 WEST 34TH STREET NEW YORK, NY 10001 | $15K |
| KOBGO ASSOCIATES, INC EIN 13-2751089 NONE | Accounting (including auditing) Service code 10 | 192 LEXINGTON AVENUE 7TH FLOOR NEW YORK, NY 10016 | $9K |
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 | 0 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 0 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | COMPANION LIFE INSURANCE COMPANY | 64 | $2K |
| Other | MUTUAL OF OMAHA INSURANCE COMPANY | 64 | $123 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 64 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.