No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ALICARE INC EIN 13-3432221 RELATED PARTY | Investment management; Contract Administrator; Direct payment from the plan; Investment management fees paid directly by plan Service code 13 | — | $1.7M |
| EMPIRE HEALTHCHOICE ASSURANCE INC EIN 23-7391136 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $585K |
| SCHULTE ROTH & ZABEL LLP EIN 13-2633996 NONE | Legal; Direct payment from the plan Service code 29 | — | $148K |
| DELTA DENTAL OF NY EIN 11-1980218 NONE | Direct payment from the plan Service code 50 | — | $112K |
| MELINDA TORRES EIN 13-5521921 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $60K |
| DARLENE WILLIAMS EIN 13-5521921 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $60K |
| UNION HEALTH CENTER INC. EIN 13-5563408 RELATED PARTY | Other services; Direct payment from the plan Service code 49 | — | $59K |
| GENERAL VISION SERVICES EIN 11-3580576 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $53K |
| EXPRESS SCRIPTS EIN 22-3461740 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $39K |
| HORIZON ACTUARIAL SERVICE LLC EIN 26-1370698 NONE | Actuarial; Consulting (general); Direct payment from the plan Service code 11 | — | $36K |
| NOVAK FRANCELLA LLC EIN 61-1436956 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $35K |
| GESSY FRANCOEUR EIN 13-5521921 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $34K |
| LAUNDRY,DISTRIBUTION,FOOD SVC JT BD EIN 13-5197381 RELATED PARTY | Other services; Direct payment from the plan Service code 49 | — | $32K |
| JOAN BOYCE EIN 13-5521921 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $28K |
| PSG CONSULTING LLC EIN 27-2345574 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $27K |
| NATIONAL OPTICAL SERVICES NONE | Claims processing; Direct payment from the plan Service code 12 | 2015 GUILFORD PARK DRIVE SEAFORD, NY 11783 | $25K |
| BUCK CONSULTANTS LLC EIN 13-3954297 NONE | Consulting (general); Actuarial; Direct payment from the plan Service code 11 | — | $20K |
| AMALGAMATED BANK OF NEW YORK EIN 13-4920330 NONE | Investment management; Custodial (securities); Investment management fees paid indirectly by plan; Investment management fees paid directly by plan Service code 19 | — | $12K |
| BOGDAHN GROUP EIN 59-3676225 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $10K |
| SS&C TECHNOLOGIES EIN 06-1169696 NONE | Other investment fees and expenses; Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $10K |
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 | 3,499 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 3,502 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | AIG | 3,449 | $720K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,449 | — |
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."
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.