No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| EMPIRE HEALTH CHOICE EIN 23-7391136 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Float revenue; Contract Administrator; Claims processing; Other services Service code 12 | — | $1.5M |
| JENNIFER BLAKE EIN 13-5530847 EMPLOYEE | Employee (plan) Service code 30 | — | $138K |
| CALIBRE CPA GROUP, PLLC EIN 47-0900880 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $136K |
| SANTIAGO IDLET EIN 13-5530847 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $130K |
| GLEN CAMISA EIN 13-5530847 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $124K |
| MOLLY SAGE EIN 13-5530847 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $110K |
| CARELON BEHAVIORAL HEALTH EIN 54-1414194 NONE | Insurance services; Direct payment from the plan Service code 23 | — | $101K |
| MILLIMAN, INC. EIN 91-0675641 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $101K |
| SELE-DENT, INC. EIN 11-3310187 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $98K |
| CARLOS ANDRADE EIN 13-5530847 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $90K |
| JULIE BENISCHECK EIN 13-5530847 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $88K |
| ANA URRUTIA EIN 13-5530847 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $87K |
| COLLERAN, O'HARA & MILLS LLP EIN 11-2940050 NONE | Legal; Direct payment from the plan Service code 29 | — | $82K |
| TOBENNA ERIKE EIN 13-5530847 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $78K |
| KAHYE JACKSON EIN 13-5530847 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $75K |
| TERI BRAUNER EIN 13-5530847 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $72K |
| KHALIL ENGLAD EIN 13-5530847 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $69K |
| FLEXIBLE BUSINESS SYSTEM, INC EIN 11-2772357 NONE | Other services; Consulting (general); Direct payment from the plan Service code 16 | — | $64K |
| ROBERT KATUNA EIN 13-5530847 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $64K |
| LYNETTE BROWN EIN 13-5530847 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $60K |
| DATA RESEARCH GROUP EIN 20-3223476 NONE | Direct payment from the plan; Other services Service code 49 | — | $58K |
| ANGELICA DARBY EIN 13-5530847 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $50K |
| SCHULTHEIS & PANETTIERI, LLP EIN 13-1577780 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $50K |
| LOOMIS SAYLES & COMPANY EIN 20-8080381 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $50K |
| PROSKAUER ROSE LLP EIN 13-1840454 NONE | Legal; Direct payment from the plan Service code 29 | — | $48K |
| JOAN AEBLY EIN 13-5530847 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $41K |
| CHRISTINA OVERTON EIN 13-5530847 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $39K |
| HIGHLAND CAPITAL MANAGEMENT EIN 27-5440911 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $39K |
| EAGLE ASSET MANAGEMENT EIN 59-2385219 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $38K |
| VINCENT THOMAS EIN 13-5530847 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $31K |
| SYNTONIC SYSTEM, INC. NONE | Other services; Direct payment from the plan Service code 49 | 111 JOHN STREET, SUITE 1700 NEW YORK, NY 10038 | $30K |
| REYNOLDS CONSULTING SERVICES EIN 20-1899564 NONE | Investment management fees paid directly by plan; Investment advisory (plan) Service code 27 | — | $28K |
| AMALGAMATED BANK EIN 13-4920330 NONE | Investment management fees paid directly by plan; Custodial (securities) Service code 19 | — | $20K |
| AUTOMATIC DATA PROCESSING EIN 22-1467904 NONE | Direct payment from the plan; Other services Service code 49 | — | $6K |
| PDI NONE | Other services; Direct payment from the plan Service code 49 | — | $5K |
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 | 1,954 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 842 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 2,796 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Prescription drug | HEALTH CARE SERVICE CORPORATION | 932 | $2.3M |
| Other | CARELON BEHAVIORAL HEALTH, INC | 3,701 | $58K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,701 | — |
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.
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
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.