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 |
|---|---|---|---|
| CIGNA EIN 75-1677631 BENEFIT SERVICES | Claims processing Service code 12 | 5082 COLLECTION CENTER DRIVE CHICAGO, IL 606930050 | $18.5M |
| CAREMARK EIN 75-2882129 BENEFIT SVC | Claims processing Service code 12 | PO BOX 848001 DALLAS, TX 752848001 | $835K |
| AETNA BENEFIT SERVICES | Claims processing Service code 12 | PO BOX 70944 CHICAGO, IL 606730944 | $736K |
| C.R. MORGAN & CO. INC. EIN 13-2887464 CONSULTANT | Consulting (general) Service code 16 | 110 WILLIAM STREET 22ND FLOOR NEW YORK, NY 100383926 | $506K |
| THE SEGAL COMPANY EIN 13-1835864 CONSULTANT | Consulting (general) Service code 16 | CHURCH STREET STATION PO BOX 4058 NEW YORK, NY 102614058 | $471K |
| CCC SERVICE CORPORATION EIN 04-3645006 ASSESSMENT AUDITOR | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 100 WOOD AVE SOUTH SUITE 401 ISELIN, NJ 08830 | $450K |
| THE LAMBOS FIRM, LLP EIN 13-3864093 ATTORNEY | Legal Service code 29 | 303 SOUTH BROADWAY SUITE 410 TARRYTOWN, NY 10591 | $389K |
| BOYD WATTERSON ASSET MGMT, LLC EIN 45-2061717 INVESTMENT MANAGER | Investment management Service code 28 | 1801 EAST 9TH ST STE 1400 CLEVELAND, OH 44114 | $334K |
| MARRINAN & MAZZOLA MARDON, P.C. EIN 13-3694518 ATTORNEY | Legal Service code 29 | 26 BROADWAY 17TH FLOOR NEW YORK, NY 10004 | $298K |
| OXER TECHNOLOGIES, INC. EIN 13-3964793 CONSULTANT | Consulting (general) Service code 16 | 59 FRANKLIN STREET NEW YORK, NY 10013 | $260K |
| LAVERNE THOMPSON EIN 13-3968546 EMPLOYEE | Employee (plan) Service code 30 | 111 BROADWAY - 5TH FLOOR NEW YORK, NY 10006 | $219K |
| ROBIN CSABON EIN 13-3968546 EMPLOYEE | Employee (plan) Service code 30 | 111 BROADWAY - 5TH FLOOR NEW YORK, NY 10006 | $200K |
| LORD ABBETT & CO. EIN 13-5620131 INVESTMENT MANAGER | Investment management Service code 28 | 90 HUDSON ST JERSEY CITY, NJ 07302 | $191K |
| DESENA & COMPANY CPAS, LLC EIN 20-0609534 ACCOUNTING | Accounting (including auditing) Service code 10 | 100 EAGLE ROCK AVENUE SUITE 110 EAST HANOVER, NJ 07936 | $189K |
| UNION INSURANCE GROUP EIN 36-4226088 INSURANCE | Insurance agents and brokers Service code 22 | 330 W ERIE ST SUITE 310 CHICACO, IL 60654 | $181K |
| AMALGAMATED BANK OF NEW YORK EIN 13-4920330 CUSTODIAL | Custodial (securities) Service code 19 | TRUST FEE BILLING DEPARTMENT 275 7TH AVENUE 9TH FLOOR NEW YORK, NY 10001 | $138K |
| UNI PRINTING SOLUTIONS LLC EIN 27-1388446 PRINTING | Copying and duplicating Service code 36 | 42 READS WAY NEW CASTLE, DE 19720 | $131K |
| SYMPHONY ASSET MANAGEMENT LLC EIN 94-3252504 INVESTMENT MANAGER | Investment management Service code 28 | 555 CALIFORNIA ST 3100 SAN FRANSISCO, CA 94101 | $95K |
| REYNOLDS CONSULTING SERVICES, LLC EIN 20-1899564 CONSULTANT | Investment advisory (plan) Service code 27 | 410 JERICHO TURNPIKE SUITE 304 JERICHO, NY 11753 | $83K |
| ANDREW MALONEY ATTORNEY | Legal Service code 29 | 511 ORIENTA AVE MAMARONECK, NY 10543 | $75K |
| SHARLEKA MILLINGTON EIN 13-3968546 EMPLOYEE | Employee (plan) Service code 30 | 111 BROADWAY - 5TH FLOOR NEW YORK, NY 10006 | $68K |
| UBS PAINEWEBBER EIN 13-2638166 INSURANCE | Insurance agents and brokers Service code 22 | 1251 AVENUE OF THE AMERICAS NEW YORK, NY 100200363 | $58K |
| EYEMED VISION CARE EIN 31-1339854 BENEFIT SERVICES | Claims processing Service code 12 | FIRST AMERICAN ADMINISTRATORS 14670 COLLECTIONS CENTER DR CHICAGO, IL 60693 | $56K |
| IMX MEDICAL MANAGEMENT SERVICE INC. EIN 23-2804615 MEDICAL SERVICES | Other services Service code 49 | TWO BALA PLAZA SUITE 600 PO BOX 557 BALA CYNWYD, PA 19004 | $49K |
| ANGELINA KISHORE EIN 13-3968546 EMPLOYEE | Employee (plan) Service code 30 | 111 BROADWAY - 5TH FLOOR NEW YORK, NY 10006 | $42K |
| RDS SERVICES LLC EIN 38-3776625 MEDICARE RECOVERY SERVICE | Consulting (general) Service code 16 | 50 W BIG BEAVER RD SUITE 220 TROY, MI 48084 | $32K |
| KEEP IT SAFE, INC. EIN 51-0371142 DATA BACK UP SERVICE | Other services Service code 49 | PO BOX 101672 PASADENA, CA 911891672 | $29K |
| BERG FELDMAN JOHNSON BELL LLP EIN 46-4719245 LEGAL | Legal Service code 29 | 4203 MONTROSE SUITE 150 HOUSTON, TX 77006 | $27K |
| GLENN VANISH EIN 13-3968546 EMPLOYEE | Employee (plan) Service code 30 | 111 BROADWAY - 5TH FLOOR NEW YORK, NY 10006 | $24K |
| WESSELL THOMPSON EIN 13-3968546 EMPLOYEE | Employee (plan) Service code 30 | 111 BROADWAY - 5TH FLOOR NEW YORK, NY 10006 | $23K |
| FIREMANS FUND INSURANCE INSURANCE AGENT | Insurance agents and brokers Service code 22 | DEPARTMENT CH - 10284 PALANTINE, IL 600550273 | $19K |
| GRM INFORMATION SERVICE EIN 13-3468713 MISC. SERV. | Other services Service code 49 | NEWARK POST OFFICE PO BOX 35539 NEWARK, NJ 071935539 | $13K |
| BMO ASSET MGMT CORP INVESTMENT MANAGER | Investment management Service code 28 | LOCK BOX 010435 BIN 88435 MILWAUKEE, WI 532080435 | $12K |
| BROADWAY PERSONNEL EIN 13-3849861 EMPLOYMENT AGENCEY | Other services Service code 49 | 225 W 34TH ST SUITE 1404 NEW YORK, NY 10122 | $9K |
| COGENT COMMUNICATIONS, INC OTHER SERVICES | Other services Service code 49 | PO BOX 791087 BALTIMORE, MD 212791087 | $8K |
| BENECOM ASSOCIATES, INC. EIN 06-1413978 MEMBER MAILING SERVICES | Other services Service code 49 | PO BOX 1423 AVON, CT 06001 | $8K |
| LAZ PARKING EIN 26-1172383 PARKING SERVICES | Other services Service code 49 | 333 WEST 39TH ST SUITE 602 NEW YORK, NY 10018 | $6K |
| BIGNAULT & CARTER EIN 58-1310322 OTHER SERVICES | Other services Service code 49 | 7505 WATERS AVE PARK SOUTH - UNIT F9 SAVANNAH, GA 31406 | $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 | 17,992 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 13,673 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 2,424 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 2,424 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 36,513 | 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.