No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| MAGNACARE ADMINISTRATIVE SERVICES, EIN 11-3410766 NONE | Direct payment from the plan; Insurance services; Claims processing Service code 12 | — | $831K |
| ARCHER BYINGTON GLENNON & LEVINE LL NONE | Legal; Direct payment from the plan Service code 29 | ONE HUNTINGTON QUADRANGLE MELVILLE, NY 11747 | $106K |
| SSP A DIVISION OF CALIBRE CPA GROUP EIN 47-0900880 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $105K |
| RANDY PAUL EIN 13-3819669 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $95K |
| DONNA SANTANA EIN 13-3819669 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $68K |
| PHOENIX BENEFITS MANAGEMENT NONE | Claims processing; Direct payment from the plan Service code 12 | 410 PEACHTREE PARKWAY CUMMING, GA 30041 | $68K |
| JOSEPHINE VANORDEN EIN 13-3819669 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $49K |
| BARBARA A. JACCOMA NONE | Legal; Direct payment from the plan Service code 29 | 443 FIRST AVENUE BROOKLYN, NY 11215 | $32K |
| EPSTEIN BECKER & GREEN PC EIN 13-3031033 NONE | Legal; Direct payment from the plan Service code 29 | — | $30K |
| MAGNACARE ADMINISTRATIVE SERVICES | Other services; Other commissions Service code 49 | — | $24K |
| INVESTMENT PERFORMANCE SERVICES EIN 58-2432390 NONE | Investment advisory (plan); Investment management fees paid directly by plan Service code 27 | — | $23K |
| SUMMIT ACTUARIAL SERVICES INC EIN 20-3838633 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $21K |
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 | 1,206 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,209 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DENTCARE DELIVERY SYSTEMS | 1,094 | $147K |
| Stop-loss / reinsurancereinsurance | AMALGAMATED LIFE INSURANCE COMPANY | 1,243 | $389K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,243 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
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.