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 |
|---|---|---|---|
| BASIL CASTROVINCI ASSOCIATES EIN 13-2831500 NONE | Plan Administrator; Direct payment from the plan Service code 14 | 36 HOPATCHUNG RD HOPATCONG, NJ 07843 | $86K |
| MANNING AND RUSSO, LLC EIN 06-1478265 UNION ATTORNEY | Legal; Direct payment from the plan Service code 29 | 65 PONDFIELD RD 10 BRONXVILLE, NY 10708 | $24K |
| MSPC, CPAS AND ADVISORS, P.C. EIN 22-2951202 UNION AUDITORS | Direct payment from the plan; Accounting (including auditing) Service code 10 | 546 FIFTH AVE 6TH FLOOR NEW YORK, NY 100365000 | $21K |
| GOULD, KOBRICK & SCHLAPP, P.C. EIN 13-3082707 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | 192 LEXINGTON AVE FLOOR 7 NEW YORK, NY 10016 | $19K |
| AMALGAMATED BANK EIN 13-1566077 NONE | Direct payment from the plan; Custodial (securities) Service code 19 | 200 PARK AVENUE NEW YORK, NY 10166 | $13K |
| AGINCOURT CAPITAL MANAGEMENT LLC EIN 54-1947440 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | 200 SOUTH 10TH STREET SUITE 800 RICHMOND, VA 23219 | $9K |
| INVESTMENT CONSULTING SERVICES, LLC EIN 32-0016703 NONE | Investment management fees paid directly by plan; Investment advisory (plan) Service code 27 | 1 E 22ND ST SUITE L100 LOMBARD, IL 60148 | $6K |
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 | 134 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 111 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 221 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 466 | 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.