No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| PROSKAUER ROSE LLP EIN 13-1840454 NONE | Legal; Direct payment from the plan Service code 29 | — | $209K |
| MILLIMAN, INC. EIN 91-0675641 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $88K |
| CAROL A FRANKLIN EIN 13-5603868 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $56K |
| STEINBERG, STECKLER & PICCIURRO, PC EIN 13-2665700 AUDITOR | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $50K |
| DEBORAH DANNER EIN 13-5603868 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $48K |
| DULCE M. GARCIA EIN 13-5603868 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $42K |
| SHARON HUANG EIN 13-5603868 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $41K |
| DOMINICK GIGLIO EIN 13-5603868 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $32K |
| DAGMAR BONES EIN 13-5603868 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $29K |
| GAMCO ASSET MANAGEMENT EIN 13-4044521 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $28K |
| MINERVA RIVERA EIN 13-5603868 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $28K |
| WELLS CAPITAL MANAGEMENT EIN 95-3692822 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $27K |
| TOCQUEVILLE EIN 13-3547557 NONE | Investment management; Soft dollars commissions; Investment management fees paid directly by plan Service code 28 | — | $27K |
| LSV ASSET MANAGEMENT EIN 23-2772200 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $25K |
| STEPHEN KORNREICH NONE | Direct payment from the plan; Trustee (individual) Service code 20 | 48-18 COURT SQUARE LONG ISLAND CITY, NY 11101 | $22K |
| RICHARD MEROLA NONE | Direct payment from the plan; Trustee (individual) Service code 20 | 48-18 COURT SQUARE LONG ISLAND CITY, NY 11101 | $14K |
| QUAN VEST CONSULTANTS EIN 11-2559669 NONE | Consulting fees; Investment advisory (plan) Service code 27 | — | $7K |
| BANK OF NEW YORK MELLON EIN 13-5160382 NONE | Custodial (securities); Investment management fees paid directly 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 | 1,641 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 17 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,658 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | AMALGAMATED LIFE INSURANCE COMPANY | 1,355 | $81K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,355 | — |
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."
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.