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 | — | $990K |
| DJ O'GRADY NONE | Other services; Other fees Service code 49 | 32-19 EAST TREMONT AVENUE BRONX, NY 10461 | $254K |
| BARRY REICH EIN 13-5549593 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $190K |
| MICHAEL HAFT EIN 13-5549593 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $143K |
| BIBI AMENA AHMAD EIN 13-5549593 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $128K |
| AGNES D. PATRICK EIN 13-5549593 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $124K |
| DHANRAJEE KHAN EIN 13-5549593 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $121K |
| BELKIS HENRIQUEZ EIN 13-5549593 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $120K |
| NILSA SANTIAGO-WILFOR EIN 13-5549593 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $117K |
| ALBERT FERNANDEZ EIN 13-5549593 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $109K |
| MARIA HENRIQUEZ EIN 13-5549593 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $109K |
| SANDRA ANTONUCCI EIN 13-5549593 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $104K |
| FRANCES SAEZ EIN 13-5549593 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $104K |
| HILTON HOPE EIN 13-5549593 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $103K |
| CARY KANE, LLP EIN 20-1942442 LEGAL COUNSEL | Legal; Direct payment from the plan Service code 29 | — | $94K |
| MELINDA AGUERO EIN 13-5549593 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $91K |
| RAQUEL L. ZAS EIN 13-5549593 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $90K |
| DENISE ANA HABIB EIN 13-5549593 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $88K |
| MICDALIA HARTKOPF EIN 13-5549593 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $86K |
| ELIZABETH MARTINEZ EIN 13-5549593 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $85K |
| HEALTHPLEX EIN 11-2714365 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $84K |
| MARYANN CURRIE EIN 13-5549593 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $76K |
| INNOVATIVE SOFTWARE SOLUTIONS,INC EIN 23-2180279 NONE | Other fees; Direct payment from the plan Service code 50 | — | $65K |
| O'SULLIVAN AND ASSOCIATES EIN 20-8199367 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $56K |
| MILLER & MELLOMENT, CPAS EIN 13-3858233 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $51K |
| CHARLIE ESPOSITO NONE | Direct payment from the plan; Consulting (general) Service code 16 | 43 PEACHSTONE RD HOWELL, NJ 07731 | $44K |
| DEALY, SILBERSTEIN & BRAVERMAN LLP EIN 46-1749176 NONE | Legal; Direct payment from the plan Service code 29 | — | $39K |
| CALIBRE CPA GROUP PLLC EIN 47-0900880 AUDITOR | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $38K |
| OPTUMRX, INC EIN 33-0441200 NONE | Direct payment from the plan; Claims processing; Other fees; Float revenue Service code 12 | — | $23K |
| MADON MALIN, PC EIN 13-3509284 NONE | Legal; Direct payment from the plan Service code 29 | — | $19K |
| PBIRX NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | 612 WHEELERS FARMS ROAD MILFORD, CT 06461 | $14K |
| AUTOMATIC DATA PROCESSING, INC EIN 22-1467904 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $8K |
| ALLIANT INSURANCE SERVICE, INC. EIN 33-0785439 NONE | Insurance brokerage commissions and fees Service code 53 | — | $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 | 2,517 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 20 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 2,537 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | UNITED STATES FIRE INSURANCE COMPANY | 2,548 | $1.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,548 | — |
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."
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
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.