No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ELBA I. CASTRO EIN 13-2672380 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $172K |
| IRMA I. TOBAR EIN 13-2672380 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $120K |
| IXIA M. NIEVES EIN 13-2672380 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $120K |
| BRIDGEWAY BENEFIT TECHNOLOGIES EIN 52-1796473 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $94K |
| RICHARD VASSALLO EIN 13-2672380 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $93K |
| EUGENIA CEDENO EIN 13-2672380 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $76K |
| ARCHER BYINGTON GLENNON & LEVINE EIN 26-0873462 NONE | Legal; Direct payment from the plan Service code 29 | — | $51K |
| MIRKA I. REINOSO EIN 13-2672380 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $51K |
| THE SEGAL COMPANY (EASTERN STATES) EIN 13-1835864 NONE | Direct payment from the plan; Consulting fees; Consulting (general) Service code 16 | — | $49K |
| GENESIS SUERO EIN 13-2672380 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $45K |
| SCHULTHEIS & PANETTIERI, LLP EIN 13-1577780 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $38K |
| SEGAL MARCO ADVISORS EIN 13-2646110 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $33K |
| AMALGAMATED BANK EIN 13-4920330 NONE | Investment management fees paid directly by plan; Investment management fees paid indirectly by plan; Custodial (securities) Service code 19 | — | $21K |
| SEGAL SELECT INSURANCE SERVICES INC | Insurance brokerage commissions and fees Service code 53 | — | $2K |
| SEGAL SELECT INS SERVICES, INC. EIN 46-0619194 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $0 |
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 | 1,843 | 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) | 1,843 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | METROPLUS HEALTH PLAN | 2,180 | $14.2M |
| Dental | EMBLEM/GROUP HEALTH, INC. | 1,883 | $210K |
| Prescription drug | METROPLUS HEALTH PLAN | 2,180 | $14.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,180 | — |
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.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.