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 |
|---|---|---|---|
| RWDSU/UFCW LOCAL 338 EIN 13-1215100 AFFILIATED UNION | Other fees Service code 99 | — | $1.6M |
| MAGNACARE EIN 11-3038233 NONE | Other services; Claims processing Service code 12 | — | $201K |
| ENVISION EIN 90-1011712 NONE | Claims processing Service code 12 | — | $180K |
| FRIEDMAN & ANSPACH EIN 13-3403675 NONE | Legal Service code 29 | — | $170K |
| HEALTH ADVOCATE, INC. EIN 23-3080019 NONE | Other fees Service code 99 | — | $169K |
| HPS EIN 01-0589640 NONE | Consulting (general); Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $167K |
| NEW YORK MEDICAL MANAGEMENT, INC. EIN 11-3274214 NONE | Other fees Service code 99 | — | $148K |
| ROBERT WULWICK MD NONE | Consulting (general) Service code 16 | 265 CHESTNUT DRIVE ROSLYN, NY 11576 | $87K |
| MICHAEL VALENTI EIN 13-2980858 EMPLOYEE | Employee (plan) Service code 30 | — | $69K |
| KEVIN MUSE EIN 13-2980858 EMPLOYEE | Employee (plan) Service code 30 | — | $68K |
| ANNA JANEKE EIN 13-2980858 EMPLOYEE | Employee (plan) Service code 30 | — | $67K |
| MICHAEL BURDISH EIN 13-2980858 EMPLOYEE | Employee (plan) Service code 30 | — | $66K |
| LIPAK JENNIFER EIN 13-2980858 EMPLOYEE | Employee (plan) Service code 30 | — | $64K |
| LAURA METZNER EIN 13-2980858 EMPLOYEE | Employee (plan) Service code 30 | — | $64K |
| ANDREW VELLA EIN 13-2980858 EMPLOYEE | Employee (plan) Service code 30 | — | $62K |
| PATRICIA RINI EIN 13-2980858 EMPLOYEE | Employee (plan) Service code 30 | — | $62K |
| MARZOCCHI, EDDIE EIN 13-2980858 EMPLOYEE | Employee (plan) Service code 30 | — | $62K |
| ANGELA VELLA EIN 13-2980858 EMPLOYEE | Employee (plan) Service code 30 | — | $61K |
| ESTELLE CARDENAS EIN 13-2980858 EMPLOYEE | Employee (plan) Service code 30 | — | $61K |
| DEBRA NALBACH EIN 13-2980858 EMPLOYEE | Employee (plan) Service code 30 | — | $60K |
| CINDY LOPEZ EIN 13-2980858 EMPLOYEE | Employee (plan) Service code 30 | — | $60K |
| DAMISI OLUWA AKINKUOWO EIN 13-2980858 EMPLOYEE | Employee (plan) Service code 30 | — | $55K |
| PEREZ, SOLEDAD EIN 13-2980858 EMPLOYEE | Employee (plan) Service code 30 | — | $54K |
| KARIN WOLF EIN 13-2980858 EMPLOYEE | Employee (plan) Service code 30 | — | $53K |
| LAURIE GREENSTEIN EIN 13-2980858 EMPLOYEE | Employee (plan) Service code 30 | — | $50K |
| LISA COHA EIN 13-2980858 EMPLOYEE | Employee (plan) Service code 30 | — | $50K |
| FALCO, JOHN EIN 13-2980858 EMPLOYEE | Employee (plan) Service code 30 | — | $50K |
| SAXBST CPA'S EIN 46-4001827 NONE | Accounting (including auditing) Service code 10 | — | $48K |
| EDIE GARCIA EIN 13-2980858 EMPLOYEE | Employee (plan) Service code 30 | — | $46K |
| TARA LOPEZ EIN 13-2980858 EMPLOYEE | Employee (plan) Service code 30 | — | $45K |
| GROVER, VANDANA EIN 13-2980858 EMPLOYEE | Employee (plan) Service code 30 | — | $42K |
| NOEMI BARRERA EIN 13-2980858 EMPLOYEE | Employee (plan) Service code 30 | — | $41K |
| KARISSA CRUZ EIN 13-2980858 EMPLOYEE | Employee (plan) Service code 30 | — | $38K |
| JENNIFER CABRERA EIN 13-2980858 EMPLOYEE | Employee (plan) Service code 30 | — | $38K |
| IRENE VELEZ-LIRIANO EIN 13-2980858 EMPLOYEE | Employee (plan) Service code 30 | — | $38K |
| SUMMIT ACTUARIAL SERVICES LLC EIN 20-3838633 NONE | Actuarial; Consulting (general) Service code 11 | — | $38K |
| JENNIFER WOO EIN 13-2980858 EMPLOYEE | Employee (plan) Service code 30 | — | $36K |
| TERRY PISCINO EIN 13-2980858 EMPLOYEE | Employee (plan) Service code 30 | — | $34K |
| GIOIA, ALEJANDRA EIN 13-2980858 EMPLOYEE | Employee (plan) Service code 30 | — | $34K |
| RUTH BRACERO EIN 13-2980858 EMPLOYEE | Employee (plan) Service code 30 | — | $34K |
| C.S. MCKEE, LP EIN 25-1900687 NONE | Investment management; Investment management fees paid directly by plan; Soft dollars commissions Service code 28 | — | $31K |
| YARITZA KENNEDY EIN 13-2980858 EMPLOYEE | Employee (plan) Service code 30 | — | $31K |
| CAPITAL ASSET ADVISORS EIN 16-1218195 NONE | Investment advisory (plan); Investment management fees paid directly by plan Service code 27 | — | $24K |
| TOCQUEVILLE EIN 13-3547557 NONW | Investment management Service code 28 | — | $14K |
| ATLANTIC - TOMORROWS OFFICE EIN 13-1947545 NONE | Consulting (general); Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $13K |
| SEIZERT CAPITAL PARTNERS EIN 38-3553488 NONE | Investment management; Soft dollars commissions; Investment management fees paid directly by plan Service code 28 | — | $12K |
| OPTUMINSIGHT EIN 41-1858498 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general) Service code 15 | — | $8K |
| PAYPRO EIN 13-3036745 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $7K |
| AMALGAMATED BANK NONE | Investment management Service code 28 | 275 SEVENTH AVENUE NEW YORK, NY 10001 | $4K |
| COMERICA BANK EIN 42-1741646 NONE | Custodial (securities); Other fees; Shareholder servicing fees; Other investment fees and expenses; Float revenue; Other services Service code 19 | — | $974 |
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 | 3,018 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 51 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 3,069 | 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.