Filings through .
History & trajectory Charts need 2 or more years. This plan has 10 years on file. Pro shows premium, premium per covered life, covered lives and carrier and broker share for every year.
See pricingPremium per covered life exceeds 2x the peer median for this NAICS and size cohort. The plan has rich benefits or a bad rate.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
| Carrier | Coverage | Premium |
|---|---|---|
HMO | HMO | |
Broker: Gallagher Benefit Services Inc HMO | HMO | |
Broker: Gallagher Benefit Services Inc HealthRx | HealthRx | |
Broker: John H Blasch LifeSTDOther | LifeSTDOther | |
LifeOther | LifeOther |
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 7 contracts with Pro. Pro is free for 7 days and then costs $49 a month.
These benefits are declared on the Form 5500 main form. A ✓ means the benefit also has a Schedule A insurance contract. Without one, plan assets or a Schedule C TPA fund the benefit.
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 4,810 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 642 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 5,452 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | HIGHMARK BLUESHIELD OF NORTHEASTERN NY | 130 | $1.6M |
| Life insurance(3 contracts, 2 carriers) | SYMETRA LIFE INSURANCE COMPANY | 97 | $1.0M |
| Short-term disability | SYMETRA LIFE INSURANCE COMPANY | 0 | $939K |
| Prescription drug | HIGHMARK BLUESHIELD OF NORTHEASTERN NY | 130 | $1.6M |
| Other(3 contracts, 2 carriers) | SYMETRA LIFE INSURANCE COMPANY | 97 | $1.0M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 637 | - |
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 instead of this filer's headcount. We show the row, but it does not count the people in this plan.
Brokers paid through Schedule A and service providers paid through Schedule C.
| Broker | Commissions |
|---|---|
Carrier: Highmark Blueshield of Northeastern NY | |
Carrier: Symetra Life Insurance Company | |
Carrier: MVP Healthcare |
Commissions, fees, broker address and the carrier each broker is paid through are on Pro.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| MAGNACARE EIN 11-3410766 NONE | Claims processing; Direct payment from the plan; Other insurance fees and expenses; Other services Service code 12 | — | $1.7M |
| MARSHALL AND MOSS LLP EIN 11-3360166 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $667K |
| BARNES,IACCARINO & SHEPHERD LLP EIN 26-3858697 NONE | Legal; Direct payment from the plan Service code 29 | — | $428K |
| EMPIRX HEALTH LLC EIN 47-1226691 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $342K |
| THE SEGAL COMPANY INC EIN 13-1835864 NONE | Actuarial; Direct payment from the plan; Consulting (pension) Service code 11 | — | $317K |
| STACY PECCHIA EIN 13-5600369 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $264K |
| AURELIA CIOCOI EIN 13-5600369 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $251K |
| GALLAGHER BENEFIT SERVICES INC EIN 36-2481781 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $250K |
| BRIDGEWAY BENEFIT TEHCNOLOGIES EIN 52-1796473 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $244K |
| ROCIO GARCIA EIN 13-5600369 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $211K |
| KIMBERLY LAUGHTON EIN 13-5600369 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $172K |
| VISION SCREENING INC EIN 06-1434201 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $136K |
| MONICA ORTIZ EIN 13-5600369 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $132K |
| KOBGO ASSOCIATES INC EIN 13-2751089 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $115K |
| ASHLEY NIEVES EIN 13-5600369 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $114K |
| CARLA PICKNEY EIN 13-5600369 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $112K |
| SALVATORE SAVARESE EIN 13-5600369 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $109K |
| METROPOLITAN MANAGEMENT INC EIN 45-3845437 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $105K |
| WHITNEY JENKINS EIN 13-5600369 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $100K |
| ADMINSTRATIVE SERVICES ONLY INC EIN 11-2995970 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $94K |
| STEVEN SALZMAN EIN 13-5600369 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $84K |
| UHY ADVISORS NY INC EIN 14-1555429 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $83K |
| DAVIS VISION INC EIN 11-3051991 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $78K |
| LOOMIS SAYLES TRUST COMPANY EIN 20-8080381 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $73K |
| ULLICO INVESTMENT ADVISORS INC EIN 52-6435649 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $73K |
| INTERCONTINENTAL REAL ESTATE EIN 13-3786306 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $72K |
| JONATHAN MOSTAFA EIN 13-5600369 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $69K |
| NOVAK FRANCELLA LLC EIN 61-1436956 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $66K |
| MARITZA BORBON EIN 13-5600369 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $65K |
| MIRIAM MOGOLLON EIN 13-5600369 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $61K |
| AINSWORTH INC EIN 83-1674559 NONE | Other services; Direct payment from the plan Service code 49 | — | $61K |
| FOUNDRY PARTNERS LLC EIN 46-1184506 NONE | Securities brokerage commissions and fees; Soft dollars commissions; Investment management; Investment management fees paid directly by plan Service code 28 | — | $59K |
| ERIC KATECHIS EIN 13-5600369 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $51K |
| LAMONA MITCHELL EIN 13-5600369 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $49K |
| GENERAL VISION SERVICES LLC EIN 11-3580576 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $49K |
| DARRELL LESTER EIN 13-5600369 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $48K |
| NEW YORK PLUMBING HEATING & COOLING NONE | Direct payment from the plan; Other services Service code 49 | 87-71 LEFFERTS BLVD RICHMOND HILL, NY 11418 | $47K |
| UNI PRINTING SOLUTIONS LLC NONE | Participant communication; Direct payment from the plan Service code 38 | 42 READS WAY NEW CASTLE, DE 19720 | $40K |
| THOMAS CALLOW JR EIN 13-5600369 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $40K |
| MARCELLA MYASKOVSKY EIN 13-5600369 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $39K |
| AETNA EIN 23-2229683 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $39K |
| ANNETTE CHEVALIER EIN 13-5600369 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $38K |
| ANGELA BOWDEN EIN 13-5600369 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $38K |
| ASSETMARK TRUST COMPANY EIN 30-0774039 NONE | Direct payment from the plan; Custodial (securities) Service code 19 | — | $37K |
| PROSKAUER ROSE LLP EIN 13-1840454 NONE | Legal; Direct payment from the plan Service code 29 | — | $33K |
| SEBASTIAN ROMERO EIN 13-5600369 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $33K |
| WASTE CONNECTIONS INC EIN 68-0400286 NONE | Direct payment from the plan; Other services Service code 49 | — | $31K |
| JOHNSON CONTROLS SECURITY SOLUTIONS EIN 26-2485989 NONE | Other services; Direct payment from the plan Service code 49 | — | $23K |
| PITNEY BOWES, INC. EIN 06-0495050 NONE | Other services; Direct payment from the plan Service code 49 | — | $22K |
| ARISTOTLE CAPITAL MANAGEMENT LLC EIN 47-1867873 NONE | Investment management; Soft dollars commissions; Investment management fees paid directly by plan Service code 28 | — | $20K |
This section shows how the plan is funded and what that means for risk.
Welfare charges, retention and retention rate (the carrier margin on this plan) are on Pro.
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11 filings · 2015 to 2025