See the carriers, broker commissions and premiums for this plan.
It also shows filing history and funding margin. Your first month is $4.99.
See 4 contract rows with premium, retention and renewal dates. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See commissions and fees for 2 broker rows. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| KMR SYSTEMS CORP EIN 13-3192128 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $185K |
| MARSHALL & MOSS,PAYROLL COMPLIANCE EIN 04-3652965 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $157K |
| MELISSA VELAZQUEZ EIN 13-3562352 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $86K |
| ZAIDA DE LA CRUZ EIN 13-3562352 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $77K |
| MARSHALL & MOSS,LLP EIN 11-3360166 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $70K |
| BARNES, IACCARINO, & SHEPPARD NONE | Legal; Direct payment from the plan Service code 29 | 258 SAW MILL RIVER PKWY NEW YORK, NY 10038 | $51K |
| THE SEGAL COMPANY EIN 13-1835864 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $45K |
| SLEVIN & HART P.C. NONE | Legal; Direct payment from the plan Service code 29 | 1625 MASSACHUSETTS AVE. NW 450 WASHINGTON, DC 20036 | $41K |
| REINA-LYNN GIORDANO EIN 13-3562352 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $34K |
| NOVAK FRANCELLA, LLC EIN 61-1436956 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $32K |
| AMALGAMATED BANK OF NY EIN 13-4920330 NONE | Investment management fees paid directly by plan; Custodial (securities) Service code 19 | — | $23K |
| ADMINISTRATIVE SERVICES ONLY, INC. NONE | Direct payment from the plan; Contract Administrator Service code 13 | 303 MERRICK RD 300 LYNBROOK, NY 11563 | $22K |
| LOCAL 8A-28A WELFARE EIN 13-5624028 NONE | Direct payment from the plan; Other services Service code 49 | — | $19K |
| EXPRESS SCRIPTS, INC. EIN 43-1420563 NONE | Contract Administrator; Claims processing; Direct payment from the plan Service code 12 | — | $16K |
| LOCKTIGHT SOLUTIONS NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | 2166 BROADWAY SUITE 17D NEW YORK, NY 10024 | $10K |
| METROPOLITAN MANAGEMENT SRVCS, INC. NONE | Direct payment from the plan; Consulting (general) Service code 16 | 5TH AVE. NEW YORK, NY 10123 | $9K |
| SEGAL ROGERSCASEY EIN 13-2646110 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $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 | 1,033 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 31 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,064 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | THE UNION LABOR LIFE INSURANCE COMPANY | 642 | $557K |
| Life insurance(2 contracts, 2 carriers) | THE HARTFORD LIFE INSURANCE COMPANY | 676 | $41K |
| Other(2 contracts, 2 carriers) | THE HARTFORD LIFE INSURANCE COMPANY | 676 | $41K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,944 | — |
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."
The top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.
Premium per covered life exceeds 2x the peer median for this NAICS and size cohort. The plan is either richly funded or stuck with a bad rate.
Schedule A changed between filings. The plan moved between insured and self-funded, or contracts were added or removed. The transition window is open.