No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| AUDIT ASSOCIATES INC EIN 11-3524314 NONE | Accounting (including auditing); Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 10 | — | $258K |
| SILVANA BALDO EIN 13-5542693 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $131K |
| MEADOW CONSULTING EIN 11-3285938 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $127K |
| LERNER LAW FIRM & ASSOCIATES PC EIN 27-3629002 ATTORNEY | Legal; Direct payment from the plan Service code 29 | — | $117K |
| ABBY KAPLAN EIN 13-5542693 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $111K |
| THERESA ORTIZ EIN 13-5542693 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $100K |
| MORGAN STANLEY SMITH BARNEY LLC EIN 26-4310632 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Investment management fees paid directly by plan; Investment management; Custodial (securities); Recordkeeping fees; Securities brokerage commissions and fees; Other commissions; Investment management fees paid indirectly by plan; Securities brokerage Service code 15 | — | $99K |
| SCHULTHEIS & PANETTIERI LLP EIN 13-1577780 AUDITOR | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $86K |
| MONICA DEL-DEBBIO EIN 13-5542693 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $86K |
| JESSICA SCHIPPEL EIN 13-5542693 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $85K |
| GIOVANNA BELLANTUONO EIN 13-5542693 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $82K |
| XIAO-MEI QU EIN 13-5542693 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $79K |
| MARIA VASSEL EIN 13-5542693 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $78K |
| ANGELICA RODRIGUEZ-SANCHEZ EIN 13-5542693 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $72K |
| INVESCO TRUST COMPANY EIN 46-3793325 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $66K |
| RICHARD GABRIEL ASSOCIATES EIN 23-2817579 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $46K |
| MARIA CORONA EIN 13-5542693 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $30K |
| CARE PLUS SOLUTIONS INC NONE | Direct payment from the plan; Consulting (general) Service code 16 | 29 CHASE ROAD SCARSDALE, NY 10583 | $28K |
| KENNEDY JENNIK & MURRAY PC EIN 25-1919594 NONE | Legal; Direct payment from the plan Service code 29 | — | $24K |
| BOYD WATTERSON ASSET MANAGEMENT LLC EIN 34-1922005 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $23K |
| VITO SOSCA NONE | Direct payment from the plan; Other services Service code 49 | 1526 BAY RIDGE PKWY BROOKLYN, NY 11228 | $22K |
| PRUDENTIAL RET INS & ANNUITY CO. EIN 06-1050034 NONE | Float revenue; Investment management; Investment management fees paid indirectly by plan; Investment management fees paid directly by plan Service code 28 | — | $17K |
| REYNOLDS CONSULTING SERVICES LLC EIN 20-1899564 NONE | Investment advisory (plan); Investment management fees paid directly by plan Service code 27 | — | $10K |
| SELE DENT INC NONE | Consulting (general); Direct payment from the plan Service code 16 | 1 HUNTINGTON QUADRANGLE MELVILLE, NY 11747 | $10K |
| D'ARCANGELO & CO LLP EIN 13-2550103 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $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 | 1,795 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 730 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 2,525 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | GERBER LIFE INSURANCE COMPANY | 1,722 | $812K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,722 | — |
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.