No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| OPTUMRX, INC. EIN 33-0441200 NONE | Float revenue; Claims processing; Other fees; Direct payment from the plan Service code 12 | — | $11.5M |
| EMPIRE HEALTHCHOICE ASSURANCE INC EIN 23-7391136 NONE | Other services; Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Claims processing Service code 12 | — | $1.8M |
| THE SEGAL COMPANY EIN 06-0839113 NONE | Non-monetary compensation; Insurance agents and brokers; Actuarial; Direct payment from the plan; Insurance brokerage commissions and fees; Other commissions Service code 11 | — | $232K |
| MARSHALL & MOSS PAYROLL COMPLIANCE EIN 04-3652965 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $216K |
| METROPOLITAN MANAGEMENT SERVICES EIN 45-3845437 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Direct payment from the plan Service code 13 | — | $202K |
| DONNA OWENS EIN 13-2873303 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $160K |
| JAMES O'HARE EIN 13-2873303 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $142K |
| CIGNA EIN 59-1031071 NONE | Contract Administrator; Direct payment from the plan; Claims processing; Float revenue; Other services; Participant communication Service code 12 | — | $133K |
| DAVIS VISION INC EIN 11-3051991 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $129K |
| DARREN TURTON EIN 13-2873303 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $82K |
| BARNES,IACCARINO & SHEPHERD, LLC EIN 43-1995226 NONE | Legal; Direct payment from the plan Service code 29 | — | $80K |
| MICHAEL SPILLANE EIN 13-2873303 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $80K |
| GENERAL VISION SERVICES, LLC EIN 11-3580576 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $67K |
| STARFIRE PRINTING NONE | Direct payment from the plan; Other fees Service code 50 | 751 COATES AVE N 31 HOLBROOK, NY 11741 | $61K |
| NOVAK FRANCELLA LLC EIN 61-1436956 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $54K |
| BRIGID AHERN EIN 13-2873303 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $48K |
| GABRIELLE WILSON EIN 13-2873303 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $48K |
| GAIL DISALVO EIN 13-2873303 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $47K |
| COMPREHENSIVE PROFESSIONAL SYS. INC EIN 13-3025997 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $46K |
| TAYLOR MOROSKY EIN 13-2873303 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $46K |
| DANA MANTAKIS EIN 13-2873303 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $44K |
| HEALTHPLEX EIN 11-2714365 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $35K |
| VISION SCREENING INC. EIN 11-2358021 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $32K |
| WHITESTAR ADVISORS LLC EIN 03-0496641 NONE | Investment management fees paid directly by plan; Investment advisory (plan) Service code 27 | — | $31K |
| SEGAL MARCO ADVISORS INC EIN 13-2646110 NONE | Investment advisory (plan); Investment management fees paid directly by plan Service code 27 | — | $30K |
| MARSHALL & MOSS, LLP EIN 11-3360166 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $30K |
| HEALTH PLAN SYSTEMS INC. NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | 2025 LINCOLN HIGHWAY, STATE RTE 27 EDISON, NJ 08817 | $28K |
| AMALGAMATED BANK EIN 13-4920330 NONE | Custodial (securities); Investment management fees paid directly by plan; Investment management fees paid indirectly by plan Service code 19 | — | $20K |
| MARIE SCATURRO (NEFCU) AFFILIATE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 16-16 WHITESTONE EXPRESSWAY WHITESTONE, NY 11357 | $20K |
| DDS, INC. EIN 11-2705347 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $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 | 2,533 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 143 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 2,676 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | THE UNION LABOR LIFE INSURANCE COMPANY | 2,512 | $600K |
| Short-term disability | THE UNION LABOR LIFE INSURANCE COMPANY | 2,512 | $600K |
| Stop-loss / reinsurancereinsurance(2 contracts, 2 carriers) | EMPIRE HEALTHCHOICE ASSURANCE INC | 2,676 | $2.5M |
| Other(2 contracts) | THE UNION LABOR LIFE INSURANCE COMPANY | 2,512 | $811K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,676 | — |
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."
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.