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 |
|---|---|---|---|
| BAMUNDO, ZWAL & SCHERMERHORN LLP EIN 02-0534303 LEGAL BENEFITS | Legal; Direct payment from the plan Service code 29 | 111 JOHN STREET, SUITE 1100 NEW YORK, NY 10038 | $85K |
| BLITMAN & KING LLP EIN 16-1047304 LEGAL | Legal; Direct payment from the plan Service code 29 | 443 N. FRANKLIN STREET, SUITE 300 SYRACUSE, NY 13204 | $16K |
| GETTRY MARCUS CPA, P.C. EIN 13-3418879 ACCOUNTANT | Direct payment from the plan; Accounting (including auditing) Service code 10 | 88 FROEHLICH FARM BLVD, 3RD FLOOR WOODBURY, NY 11797 | $9K |
| ID RESOLUTION LLC EIN 27-1938702 IDENTITY MANAGEMENT | Other services; Direct payment from the plan Service code 49 | 57 SOUTH MAIN STREET, UNIT 357 NEPTUNE, NJ 07753 | $5K |
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 | 899 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 899 | 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."
No prospect flags tripped on this filing.