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 |
|---|---|---|---|
| NATIONAL CLEANERS ASSOCIATION EIN 13-5562923 SPONSOR | Direct payment from the plan; Participant communication; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 252 WEST 29TH STREET NEW YORK, NY 10001 | $44K |
| FEDERATION PENSION BUREAU EIN 13-1787163 NONE | Actuarial; Plan Administrator; Direct payment from the plan Service code 11 | 2870 HEMPSTEAD TURNPIKE LEVITTOWN, NY 11756 | $40K |
| ARIA EMPLOYEE BENEFITS SERVICES INC EIN 46-0666987 NONE | Contract Administrator; Direct payment from the plan; Claims processing Service code 12 | 371 MERRICK ROAD SUITE 403 ROCKVILLE CENTRE, NY 11570 | $34K |
| THE RMG GROUP, INC. EIN 13-4069585 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | 151 1ST AVE SUITE 61 NEW YORK, NY 10003 | $32K |
| RAYMOND JAMES FINANCIAL SERVICES EIN 59-1531281 NONE | Other fees; Insurance services; Product termination fees (surrender charges, etc.); Investment management fees paid directly by plan; Investment management; Sales loads (front end and deferred); Redemption fees; Investment management fees paid indirectly by plan; Other services; Securities brokerage Service code 23 | 880 CARILLON PKWY ST PETERSBURG, FL 33716 | $28K |
| GOULD, KOBRICK & SCHLAPP, P.C. EIN 13-3082707 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | 192 LEXINGTON AVE 7TH FLOOR NEW YORK, NY 10016 | $25K |
| LONNIE TISHMAN EIN 10-2386269 NONE | Legal; Direct payment from the plan Service code 29 | PO BOX 340 WHITE PLAINS, NY 10603 | $14K |
| MAGNACARE ADMIN SERVICES, LLC EIN 11-3410766 NONE | Contract Administrator; Direct payment from the plan; Claims processing Service code 12 | — | $9K |
| OPTUMRX EIN 33-0441200 NONE | Float revenue; Other fees; Claims processing; Direct payment from the plan Service code 12 | — | $0 |
| OPTUMRX 33-0441200 | Float revenue; Claims processing; Other fees Service code 12 | — | $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 | 114 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 25 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 139 | 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."
Multiple-employer welfare arrangement. Specific regulatory and compliance context; specific consultant niche.