No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| SCHULTE ROTH & ZABEL LLP EIN 12-2633996 NONE | Legal; Direct payment from the plan Service code 29 | — | $607K |
| AMALGAMATED EMPOYEE BENEFITS ADMINI EIN 13-3432221 RELATED PARTY | Direct payment from the plan; Contract Administrator Service code 13 | — | $463K |
| HORIZON ACTUARIAL SERVICES, LLC EIN 26-1370698 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $121K |
| LAZARD ASSET MANAGEMENT LLC EIN 13-5545100 NONE | Soft dollars commissions; Investment management fees paid directly by plan; Investment management Service code 28 | — | $112K |
| LSV ASSET MANAGEMENT EIN 23-2772200 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $104K |
| MARINER INSTITUTIONAL, LLC EIN 59-3676225 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $64K |
| NOVAK FRANCELLA LLC EIN 61-1436956 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $47K |
| HARDMAN JOHNSTON GLOBAL ADVISOR EIN 13-3257590 NONE | Direct payment from the plan; Investment management Service code 28 | — | $42K |
| NEWTOWER TRUST COMPANY EIN 20-1641876 NONE | Investment management fees paid indirectly by plan; Investment management; Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $34K |
| HAMILTON LANE ADVISORS LLC EIN 23-2962336 NONE | Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $29K |
| SS&C TECHNOLOGIES EIN 06-1169696 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Other investment fees and expenses Service code 15 | — | $26K |
| ALIGRAPHICS, A DIVISION OF AEBA EIN 13-3432221 NONE | Participant communication; Direct payment from the plan; Copying and duplicating Service code 36 | — | $23K |
| LANDMARK EQUITY ADVISERS LLC EIN 06-1519082 NONE | Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $22K |
| AMALGAMATED BANK EIN 13-4920330 RELATED PARTY | Custodial (securities); Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Investment management Service code 19 | — | $18K |
| CRYSTAL IBC LLC EIN 47-2002720 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $11K |
| LAUNDRY DRY CLEANING HEALTH FUND EIN 13-5521921 RELATED PARTY | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $7K |
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 | 1,995 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,540 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 4,532 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 176 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 9,243 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | AMALGAMATED LIFE INSURANCE COMPANY | 3,037 | $178K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,037 | — |
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.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.