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.); Other services; Float revenue; Claims processing; Contract Administrator Service code 12 | — | $1.1M |
| DICKINSON GROUP LLC EIN 20-1241472 NONE | Actuarial; Claims processing Service code 11 | — | $611K |
| CALIBRE CPA GROUP, PLLC EIN 47-0900880 NONE | Accounting (including auditing) Service code 10 | — | $145K |
| SELE-DENT, INC. EIN 11-3310187 NONE | Claims processing Service code 12 | — | $108K |
| PROSKAUER ROSE LLP EIN 13-1840454 NONE | Legal Service code 29 | — | $105K |
| JENNIFER BLAKE EIN 13-5530847 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $97K |
| CARELON BEHAVIORAL HEALTH EIN 54-1414194 | Insurance services Service code 23 | — | $94K |
| EAGLE ASSET MANAGEMENT EIN 59-2385219 NONE | Investment management Service code 28 | — | $93K |
| SANTIAGO IDLET EIN 13-5530847 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $90K |
| MOLLY SAGE EIN 13-5530847 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $84K |
| CARLOS ANDRADE EIN 13-5530847 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $82K |
| GLEN CAMISA EIN 13-5530847 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $82K |
| FLEXIBLE BUSINESS SYSTEM, INC EIN 11-2772357 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general) Service code 15 | — | $70K |
| COLLERAN, O'HARA & MILLS LLP EIN 11-2940050 NONE | Legal Service code 29 | — | $63K |
| JULIE BENISCHECK EIN 13-5530847 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $62K |
| ANA URRUTIA EIN 13-5530847 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $62K |
| TERI BRAUNER EIN 13-5530847 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $56K |
| ROBERT KATUNA EIN 13-5530847 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $50K |
| DATA RESEARCH GROUP EIN 20-3223476 NONE | Other services Service code 49 | — | $50K |
| DANA SOEHNGEN EIN 13-5530847 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $48K |
| LOOMIS SAYLES & COMPANY EIN 20-8080381 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $47K |
| LYNETTE BROWN EIN 13-5530847 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $41K |
| JOAN AEBLY EIN 13-5530847 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $40K |
| ANGELICA DARBY EIN 13-5530847 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $34K |
| LORI SHAPIRO EIN 13-5530847 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $32K |
| CHRISTINA OVERTON EIN 13-5530847 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $29K |
| HIGHLAND CAPITAL MANAGEMENT EIN 27-5440911 NONE | Investment management Service code 28 | — | $28K |
| REYNOLDS CONSULTING SERVICES EIN 20-1899564 NONE | Investment advisory (plan) Service code 27 | — | $28K |
| BILL SALVATORE EIN 13-5530847 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $28K |
| PERFECT PRINTING SOLUTIONS NONE | Other services Service code 49 | 34 E. MAIN ST, 396 SMITHTOWN, NY 11787 | $27K |
| SYNTONIC SYSTEM, INC. NONE | Other services Service code 49 | 111 JOHN STREET, SUITE 1700 NEW YORK, NY 10038 | $25K |
| AMALGAMATED BANK EIN 13-4920330 NONE | Investment management fees paid directly by plan; Custodial (securities) Service code 19 | — | $15K |
| BOTTO MECHANICAL CORP. NONE | Other services Service code 49 | 95 COMMERCIAL ST PLAINVIEW, NY 11803 | $10K |
| AUTOMATIC DATA PROCESSING EIN 22-1467904 NONE | Direct payment from the plan; Other services 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 | 2,193 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 797 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 2,990 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Other | CARELON BEHAVIORAL HEALTH, INC | 3,675 | $54K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,675 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
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.