No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| MERITAIN HEALTH EIN 16-1264154 CLAIMS PROCESSOR | Claims processing; Contract Administrator; Direct payment from the plan Service code 12 | 300 CORPORATE PARKWAY AMHERST, NY 14226 | $449K |
| TOCQUEVILLE ASSET MANAGEMENT LP EIN 13-3547557 INVESTMENT MANAGER | Investment management; Investment management fees paid directly by plan Service code 28 | 40 WEST 57TH STREET, 19TH FLOOR NEW YORK, NY 10019 | $92K |
| CHRISTINE COSTA EIN 13-1737041 PLAN ADMINISTRATOR | Plan Administrator; Direct payment from the plan Service code 14 | 140 BROADWAY HAWTHORNE, NY 10532 | $86K |
| BARNES, IACCARINO & SHEPHERD LLP EIN 26-3858697 LEGAL | Legal; Direct payment from the plan Service code 29 | 3 SURREY LANE HEMPSTEAD, NY 11550 | $84K |
| MICHAEL CRUZ EIN 13-1737041 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | 140 BROADWAY HAWTHORNE, NY 10532 | $61K |
| MILLIMAN, INC. EIN 91-0675641 ACTUARY | Direct payment from the plan; Actuarial Service code 11 | 150 CLOVE ROAD, 10TH FLOOR LITTLE FALLS, NJ 07424 | $58K |
| GETTRY MARCUS CPA, P.C. EIN 13-3418879 ACCOUNTANT | Accounting (including auditing); Direct payment from the plan Service code 10 | 88 FROEHLICH FARM BLVD WOODBURY, NY 11797 | $29K |
| MILCIA FERMIN EIN 13-1737041 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | 140 BROADWAY HAWTHORNE, NY 10532 | $27K |
| JINDRISKA GONZALEZ EIN 13-1737041 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | 140 BROADWAY HAWTHORNE, NY 10532 | $26K |
| TPA CORPORATION EIN 13-3329882 COMPUTER CONSULTANT | Consulting fees; Direct payment from the plan; Consulting (general) Service code 16 | PO BOX 433 CARMEL, NY 10512 | $22K |
| THEODOR H. BROWN, DDS EIN 13-3043628 DENTAL CONSULTANT | Direct payment from the plan; Consulting (general); Consulting fees Service code 16 | 36 ST. THOMAS DRIVE PALM BEACH GARDENS, FL 33418 | $21K |
| MERRILL LYNCH EIN 13-5674085 INVESTMENT CONSULTANT | Investment advisory (plan); Consulting fees; Investment management fees paid directly by plan Service code 27 | 26 CENTURY HILL DRIVE LATHAM, NY 12110 | $10K |
| M&T BANK INST'L RETIREMENT SERVICES EIN 16-0538020 INVESTMENT CUSTODIAN | Investment management fees paid directly by plan; Custodial (securities) Service code 19 | 285 DELAWARE AVENUE, 3RD FLOOR BUFFALO, NY 14202 | $9K |
| HESS TECHNOLOGY CONSULTING, INC. EIN 85-1115144 COMPUTER CONSULTANT | Consulting (general); Consulting fees; Direct payment from the plan Service code 16 | 1024 MCKINLEY STREET PEEKSKILL, NY 10566 | $8K |
| CITRIN COOPERMAN & COMPANY, LLP EIN 22-2428965 ACCOUNTANT | Accounting (including auditing); Direct payment from the plan Service code 10 | 88 FROEHLICH FARM BLVD WOODBURY, NY 11797 | $6K |
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 | 860 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 80 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 940 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 829 | $587K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 829 | — |
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.
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.