No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| AETNA EIN 06-6033492 NONE | Claims processing; Direct payment from the plan; Contract Administrator Service code 12 | — | $4.7M |
| AETNA LIFE INSURANCE CO. | Claims processing Service code 12 | — | $1.6M |
| SCHULTHEIS & PANETTIERI LLP EIN 13-1577780 AUDITOR | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $549K |
| VIRGA, JOHN EIN 13-5537605 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $373K |
| PROSKAUER ROSE LLP EIN 13-1840454 NONE | Legal; Direct payment from the plan Service code 29 | — | $353K |
| GORLICK, KRAVITZ, & LISTHAUS, P.C. EIN 13-3790829 ATTORNEY | Legal; Direct payment from the plan Service code 29 | — | $273K |
| THE SEGAL CO. (EASTERN STATES), INC EIN 13-1835864 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $261K |
| WELLS CAPITAL MANAGEMENT, INC. EIN 95-3692822 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $175K |
| BOWEN, MARGARET EIN 13-5537605 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $175K |
| OPTUMRX, INC EIN 33-0441200 NONE | Contract Administrator; Direct payment from the plan; Claims processing Service code 12 | — | $173K |
| JANUS CAPITAL MANAGEMENT, LLC EIN 75-3019302 NONE | Soft dollars commissions; Investment management fees paid directly by plan; Investment management Service code 28 | — | $168K |
| MAHADEO, VICKRAM EIN 13-5537605 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $142K |
| CHIARA, ESTHER EIN 13-5537605 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $105K |
| GIAMMONA, DOMINICK EIN 13-5537605 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $96K |
| CARUANA, CARLO EIN 13-5537605 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $74K |
| SINGH, ISHRY EIN 13-5537605 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $73K |
| SMITH, JOLANTA EIN 13-5537605 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $65K |
| GALLAGHER FIDUCIARY ADVISORS LLC EIN 36-4291971 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $59K |
| ROMAN, MARILYN EIN 13-5537605 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $55K |
| CURATOLO, ANTHONY EIN 13-5537605 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $55K |
| SALCEDO, ALEXANDRA EIN 13-5537605 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $55K |
| PEREZ (MIRANDA), YNDHIRA EIN 13-5537605 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $50K |
| STATE STREET BANK & TRUST COMPANY EIN 04-1867445 NONE | Direct payment from the plan; Custodial (securities); Float revenue; Other fees Service code 19 | — | $46K |
| PEREZ, XIOMARA EIN 13-5537605 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $43K |
| ROSARIO, MARIA EIN 13-5537605 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $40K |
| MOROZ, DOMINIKA EIN 13-5537605 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $38K |
| GIRALDO-ROBINSON, MONICA EIN 13-5537605 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $38K |
| RAMIREZ, CARMEN EIN 13-5537605 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $35K |
| RODRIGUEZ, JENNY EIN 13-5537605 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $34K |
| STATE STREET GLOBAL ADVISORS EIN 81-4017173 NONE | Investment management fees paid directly by plan; Soft dollars commissions; Custodial (securities) Service code 19 | — | $32K |
| LUCAS, MARTHA C. EIN 13-5537605 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $30K |
| ALLIED SYSTEM INTEGRATORS, INC. EIN 11-3622037 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $29K |
| ARCHACKI, JOANNA EIN 13-5537605 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $28K |
| ABUGOV, EWELINA EIN 13-5537605 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $28K |
| HERNANDEZ, HECTOR M. EIN 13-5537605 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $28K |
| BICC SYSTEMS, INC. EIN 36-2852073 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $20K |
| NWQ INVESTMENT MANAGEMENT CO. LLC EIN 47-0875103 NONE | Investment management; Soft dollars commissions; Investment management fees paid directly by plan; Investment management fees paid indirectly by plan Service code 28 | — | $19K |
| SEGAL SELECT INSURANCE SVC, INC. | Insurance brokerage commissions and fees Service code 53 | — | $16K |
| ADP NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Direct payment from the plan Service code 12 | ONE ADP BLVD ROSELAND, NJ 07068 | $16K |
| OFFICE TEAM NONE | Other services; Direct payment from the plan Service code 49 | 55 5TH AVENUE NEW YORK, NY 10003 | $15K |
| TEANECK BUSINESS ASSOCIATES, INC. NONE | Legal; Direct payment from the plan Service code 29 | 267 GRIGGS AVENUE TEANECK, NJ 07666 | $15K |
| ROBERT M. CHEVERIE & ASSOCIATES, PC EIN 06-1335139 NONE | Legal; Direct payment from the plan Service code 29 | — | $13K |
| TRUE TYPE PRINTING COMPANY, INC. EIN 13-5600711 NONE | Direct payment from the plan; Other services Service code 49 | — | $12K |
| DAVIS VISION, INC. EIN 11-3051991 NONE | Claims processing; Contract Administrator; Direct payment from the plan Service code 12 | — | $11K |
| THE METROPOLITAN COMPANIES, INC. EIN 13-3423067 NONE | Direct payment from the plan; Other services Service code 49 | — | $6K |
| OPTUMRX, INC. | Other fees Service code 99 | — | $0 |
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 | 8,476 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,937 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 10,413 | 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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.