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 |
|---|---|---|---|
| EMPIRE HEALTH CHOICE EIN 23-7391136 NONE | Claims processing; Other services; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Float revenue Service code 12 | — | $1.0M |
| DICKINSON GROUP LLC EIN 20-1241472 NONE | Claims processing; Actuarial Service code 11 | — | $789K |
| INETICO INC. EIN 81-5149270 NONE | Other services Service code 49 | — | $189K |
| BILL SALVATORE EIN 13-5530847 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $163K |
| SELE-DENT, INC. EIN 11-3310187 NONE | Claims processing Service code 12 | — | $142K |
| GLEN CAMISA EIN 13-5530847 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $111K |
| BEACON HEALTH OPTIONS, INC EIN 54-1414194 NONE | Insurance services Service code 23 | — | $109K |
| JENNIFER BLAKE EIN 13-5530847 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $109K |
| CALIBRE CPA GROUP, PLLC EIN 47-0900880 NONE | Accounting (including auditing) Service code 10 | — | $96K |
| COLLERAN, O'HARA & MILLS LLP EIN 11-2940050 NONE | Legal Service code 29 | — | $84K |
| EAGLE ASSET MANAGEMENT EIN 59-2385219 NONE | Investment management Service code 28 | — | $83K |
| JODI HOLZKNECHT EIN 13-5530847 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $71K |
| LORI SHAPIRO EIN 13-5530847 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $67K |
| ANA URRUTIA EIN 13-5530847 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $65K |
| CARLOS ANDRADE EIN 13-5530847 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $61K |
| TERI BRAUNER EIN 13-5530847 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $58K |
| ROBERT KATUNA EIN 13-5530847 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $55K |
| FLEXIBLE BUSINESS SYSTEM, INC EIN 11-2772357 NONE | Consulting (general); Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $48K |
| ANGELICA DARBY EIN 13-5530847 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $46K |
| LYNETTE BROWN EIN 13-5530847 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $44K |
| JULIE BENISCHECK EIN 13-5530847 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $42K |
| HIGHLAND CAPITAL MANAGEMENT EIN 27-5440911 NONE | Investment management Service code 28 | — | $33K |
| JOAN AEBLY EIN 13-5530847 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $32K |
| ELIZABETH GRESCHENER EIN 13-5530847 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $31K |
| DEBRA FRAZIER EIN 13-5530847 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $31K |
| PROSKAUER ROSE LLP EIN 13-1840454 NONE | Legal Service code 29 | — | $30K |
| REYNOLDS CONSULTING SERVICES EIN 20-1899564 NONE | Investment advisory (plan) Service code 27 | — | $27K |
| CHRISTINA OVERTON EIN 13-5530847 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $26K |
| LOOMIS SAYLES & COMPANY EIN 20-8080381 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $23K |
| SYNTONIC SYSTEM, INC. NONE | Other services Service code 49 | 111 JOHN STREET, SUITE 1700 NEW YORK, NY 10038 | $20K |
| NU-CENTURY TECHNOLOGIES, LLC EIN 22-3678312 NONE | Other services Service code 49 | — | $14K |
| AMALGAMATED BANK EIN 13-4920330 NONE | Investment management fees paid directly by plan; Custodial (securities) Service code 19 | — | $10K |
| JEFFREY S. DUBIN P.C. EIN 45-4939702 NONE | Legal Service code 29 | — | $9K |
| AUTOMATIC DATA PROCESSING EIN 22-1467904 | Other services; Direct payment from the plan Service code 49 | — | $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 | 3,535 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 808 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 4,343 | 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.