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 HEALTHCHOICE ASSURANCE INC EIN 23-7391136 NONE | Other services; Float revenue; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Claims processing Service code 12 | — | $878K |
| GORLICK KRAVITZ & LISTHAUS PC EIN 13-3790829 NONE | Legal; Direct payment from the plan Service code 29 | — | $554K |
| MARGARET BOWEN EIN 13-5542693 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $262K |
| BASYS EIN 52-1796473 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $202K |
| FITZSIMMONS ABRAMS, LLP EIN 13-2858927 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $168K |
| ABBY KAPLAN EIN 13-5542693 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $166K |
| SCHULTHEIS & PANETTIERI LLP EIN 13-1577780 AUDITOR | Consulting (general); Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $126K |
| PROSKAUER ROSE LLP EIN 13-1840454 NONE | Legal; Direct payment from the plan Service code 29 | — | $114K |
| JESSICA SCHIPPEL EIN 13-5542693 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $95K |
| GIOVANNA BELLANTUONO EIN 13-5542693 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $89K |
| MONICA DEL-DEBBIO EIN 13-5542693 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $88K |
| XIAO-MEI QU EIN 13-5542693 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $87K |
| ALEXA ANGELONE EIN 13-5542693 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $86K |
| ANGELICA YAGUAL EIN 13-5542693 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $85K |
| FELICIA JONES EIN 13-5542693 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $67K |
| ATALANTA SOSNOFF CAPITAL EIN 20-0461050 NONE | Investment management fees paid indirectly by plan; Soft dollars commissions; Investment management; Investment management fees paid directly by plan Service code 28 | — | $63K |
| FRANK M VACCARO & ASSOCIATES INC EIN 23-2148108 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $53K |
| EXPRESS SCRIPTS INC EIN 43-1420563 NONE | Claims processing; Direct payment from the plan; Contract Administrator Service code 12 | — | $49K |
| FIRST ACTUARIAL CONSULTING EIN 26-3842522 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $49K |
| MELODY COVATI EIN 13-5542693 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $44K |
| BMO GLOBAL ASSET MANAGEMENT EIN 36-3673844 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $27K |
| CLAIMINFORMATICS LLC EIN 45-4535345 NONE | Direct payment from the plan; Named fiduciary Service code 31 | — | $25K |
| CARE PLUS SOLUTIONS INC EIN 13-3708091 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $22K |
| REYNOLDS CONSULTING SERVICES LLC EIN 20-1899564 NONE | Investment management fees paid directly by plan; Investment advisory (plan) Service code 27 | — | $11K |
| SELE DENT INC EIN 11-3310187 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $9K |
| WILMINGTON EIN 16-1486454 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $7K |
| AMALGAMATED EIN 13-4920330 NONE | Custodial (securities); Investment management fees paid directly by plan; Investment management; Sub-transfer agency fees; Investment management fees paid indirectly by plan Service code 19 | — | $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 | 1,409 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 697 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 2,106 | 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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.