No insurance carriers on this filing. Self-funded welfare plans typically pay TPAs and PBMs through Schedule C, not Schedule A.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| EASTERN STATES BOARD EIN 46-2849057 NONE | Direct payment from the plan; Other services Service code 49 | — | $448K |
| DICKINSON GROUP EIN 20-1241472 NONE | Consulting (general); Direct payment from the plan; Claims processing Service code 12 | — | $417K |
| ANTHEM BLUE CROSS EIN 23-7391136 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $302K |
| JOE GIOVINCO EIN 13-1805529 EMPLOYEE | Direct payment from the plan; Plan Administrator Service code 14 | — | $140K |
| MONICA ZAZA EIN 13-1805529 EMPLOYEE | Direct payment from the plan; Plan Administrator Service code 14 | — | $50K |
| ATALANTA SOSNOFF CAPITAL LLC EIN 13-3098640 NONE | Investment management fees paid directly by plan Service code 51 | — | $48K |
| ANTHONY MIRANTI EIN 13-1805529 EMPLOYEE | Direct payment from the plan; Plan Administrator Service code 14 | — | $46K |
| D.D. SERVICES INC. EIN 11-2705347 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $42K |
| BARNES, IACCARINO & SHEPHERD LLP EIN 26-3858697 NONE | Legal; Direct payment from the plan Service code 29 | — | $40K |
| NICOLE JEAN-CHARLES EIN 13-1805529 EMPLOYEE | Direct payment from the plan; Plan Administrator Service code 14 | — | $32K |
| BRYAN C. MCCARTHY NONE | Direct payment from the plan; Other services Service code 49 | 1454 ROUTE 22, SUITE B101 BREWSTER, NY 10509 | $20K |
| BANK OF AMERICA NA EIN 94-1687665 NONE | Custodial (securities); Direct payment from the plan Service code 19 | — | $10K |
| QUAN-VEST CONSULTANTS, INC. EIN 11-2559669 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $10K |
| WEAVER AND TIDWELL, L.L.P. EIN 75-0786316 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $9K |
| LAWRENCE S. FISCHER, CPA NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | 92 DOSORIS LANE GLEN COVE, NY 11542 | $7K |
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 | 2,172 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 2,172 | Active + retired/separated + beneficiaries. No dependents. |
No Schedule A insurance contracts on this filing — typical of fully self-funded plans, where the only headcount is the Form 5500 number above.
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."
Self-funded plan with no stop-loss carrier attached. Catastrophic-risk exposure; stop-loss specialist sales target.