No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| MERITAIN HEALTH EIN 16-1264154 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $1.1M |
| DJ O'GRADY NONE | Other fees; Other services Service code 49 | 32-19 EAST TREMONT AVENUE BRONX, NY 10461 | $282K |
| BARRY REICH EIN 13-5549593 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $189K |
| MICHAEL HAFT EIN 13-5549593 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $136K |
| BIBI AMENA AHMAD EIN 13-5549593 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $127K |
| DHANRAJEE KHAN EIN 13-5549593 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $121K |
| AGNES D. PATRICK EIN 13-5549593 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $121K |
| CARY KANE, LLP EIN 20-1942442 LEGAL COUNSEL | Legal; Direct payment from the plan Service code 29 | — | $120K |
| BELKIS HENRIQUEZ EIN 13-5549593 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $120K |
| NILSA SANTIAGO-WILFOR EIN 13-5549593 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $119K |
| ALBERT FERNANDEZ EIN 13-5549593 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $107K |
| MARIA HENRIQUEZ EIN 13-5549593 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $98K |
| HILTON HOPE EIN 13-5549593 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $98K |
| SANDRA ANTONUCCI EIN 13-5549593 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $98K |
| HEALTHPLEX EIN 11-2714365 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $97K |
| FRANCES SAEZ EIN 13-5549593 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $91K |
| MELINDA AGUERO EIN 13-5549593 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $88K |
| DENISE ANA HABIB EIN 13-5549593 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $86K |
| RAQUEL L. ZAS EIN 13-5549593 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $85K |
| MICDALIA HARTKOPF EIN 13-5549593 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $83K |
| ELIZABETH MARTINEZ EIN 13-5549593 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $82K |
| MARYANN CURRIE EIN 13-5549593 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $74K |
| MILLER & MELLOMENT, CPAS NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | 575 LEXINGTON AVE. NEW YORK, NY 10022 | $73K |
| INNOVATIVE SOFTWARE SOLUTIONS,INC EIN 23-2180279 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $63K |
| O'SULLIVAN AND ASSOCIATES EIN 20-8199367 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $56K |
| CALIBRE CPA GROUP PLLC EIN 47-0900880 AUDITOR | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $39K |
| CHARLIE ESPOSITO NONE | Direct payment from the plan; Consulting (general) Service code 16 | 43 PEACHSTONE RD HOWELL, NJ 07731 | $37K |
| DEALY, SILBERSTEIN & BRAVERMAN LLP EIN 13-1566077 NONE | Legal; Direct payment from the plan Service code 29 | — | $34K |
| OPTUMRX, INC EIN 33-0441200 NONE | Direct payment from the plan; Claims processing; Other fees; Float revenue Service code 12 | — | $21K |
| MADON MALIN, PC EIN 13-3509284 NONE | Legal; Direct payment from the plan Service code 29 | — | $19K |
| PBIRX NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | 612 WHEELERS FARMS ROAD MILFORD, CT 06461 | $14K |
| RSZ FORENSIC ASSOCIATES NONE | Direct payment from the plan; Consulting (general) Service code 16 | 299 BROADWAY NEW YORK, NY 10007 | $12K |
| FEVUS LANDMAN, M.D. NONE | Direct payment from the plan; Consulting (general) Service code 16 | 3 WINFIELD TERRACE GREAT NECK, NY 11023 | $12K |
| AUTOMATIC DATA PROCESSING, INC EIN 22-1467904 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $9K |
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 | 2,892 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 12 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 2,904 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DENTCARE DELIVERY SYSTEMS | 0 | $462K |
| Stop-loss / reinsurancereinsurance | UNITED STATES FIRE INSURANCE COMPANY | 2,892 | $840K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,892 | — |
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.
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.