No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ROSEMARIE MCCARTHY EIN 13-1835737 EMPLOYEE | Contract Administrator Service code 13 | 84 BUSINESS PARK DR ARMONK, NY 10504 | $82K |
| LAYNE MCCARTHY EIN 13-1835737 EMPLOYEE | Contract Administrator Service code 13 | 84 BUSINESS PARK DR ARMONK, NY 10504 | $57K |
| CHRISTINE LAURIE EMPEY EIN 13-1835737 EMPLOYEE | Contract Administrator Service code 13 | 84 BUSINESS PARK DR ARMONK, NY 10504 | $54K |
| MCCARTHY & PREECE PLLC EIN 84-3667887 LAWYER | Insurance agents and brokers Service code 22 | 118 N. BEDFORD RD MT KISCO, NY 10549 | $42K |
| MATTHEW ROCCO EIN 13-1889643 TRUSTEE | Trustee (individual) Service code 20 | 3 WEST MAIN ST STE 200 ELMSFORD, NY 10523 | $18K |
| IBEW LOCAL 1430 EIN 13-1589405 UNION SPONSOR | Plan Administrator Service code 14 | 84 BUSINESS PARK DR ARMONK, NY 10504 | $15K |
| SUMMIT ACTUARIAL SERVICES EIN 20-3838633 ACTUARY | Actuarial Service code 11 | 123 PREAKNESS DRIVE MT. LAUREL, NJ 08054 | $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 | 300 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 300 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Other | THE UNION LABOR LIFE INSURANCE COMPANY | 0 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 0 | — |
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.