No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| MARVIN & COMPANY, P.C. EIN 14-1567343 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | 11 BRITISH AMERICAN BLVD LATHAM, NY 12110 | $40K |
| BOLTON PARTNERS NORTHEAST, INC. EIN 22-3502478 NONE | Actuarial; Investment management fees paid directly by plan Service code 11 | 9000 MIDLANTIC DRIVE, SUITE 100 MT LAUREL, NJ 08054 | $32K |
| STACEY BRAUN ASSOCIATES, INC EIN 13-2889432 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | 377 BROADWAY NEW YORK, NY 10013 | $23K |
| SUMMIT ACTUARIAL SERVICES LLC EIN 77-0645890 NONE | Investment management fees paid directly by plan; Consulting (general) Service code 16 | 11 RACQUET ROAD NEWBURGH, NY 12550 | $19K |
| BARNES, IACCARINO & SHEPHERD, LLP EIN 11-2450206 NONE | Legal; Direct payment from the plan Service code 29 | 3 SURREY LANE HEMPSTED, NY 11550 | $15K |
| WILMINGTON TRUST EIN 81-4430771 NONE | Investment management fees paid directly by plan; Custodial (securities) Service code 19 | — | $15K |
| BOSTON PARTNERS EIN 98-0202744 NONE | Legal; Direct payment from the plan Service code 29 | 1 BEACON STREET BOSTON, MA 02108 | $9K |
| LOWER HUDSON VALLEY E.A.P. EIN 23-7391136 NONE | Contract Administrator; Other services; Other fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Float revenue; Claims processing Service code 12 | 3350 PEACHTREE ROAD ATLANTA, GA 30326 | $7K |
| LABOR FIRST EIN 06-1750191 NONE | Contract Administrator Service code 13 | 300 MIDLANTIC DRIVE, SUITE 101 MOUNT LAUREL, NJ 08054 | $0 |
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 | 208 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 101 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 309 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | TRANSAMERICA PREMIER LIFE INSURANCE COMPANY | 154 | $39K |
| Life insurance | THE UNION LABOR LIFE INSURANCE COMPANY | 261 | $186K |
| Prescription drug | MEDCO CONTAINMENT LIFE INSURANCE COMPANY | 152 | $183K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 261 | $186K |
| Other | THE UNION LABOR LIFE INSURANCE COMPANY | 261 | $186K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 261 | — |
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 primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.