No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY EIN 06-6033492 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $893K |
| PROSKAUER ROSE LLP EIN 13-1840454 NONE | Legal; Direct payment from the plan Service code 29 | — | $252K |
| MILLIMAN, INC. EIN 91-0675641 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $86K |
| DEBORAH DANNER EIN 13-5603868 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $49K |
| CAROL A FRANKLIN EIN 13-5603868 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $49K |
| DULCE M. GARCIA EIN 13-5603868 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $42K |
| DDS, INC. EIN 11-2705347 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $42K |
| STEINBERG, STECKLER & PICCIURRO, PC EIN 13-2665700 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $38K |
| LSV ASSET MANAGEMENT EIN 23-2772200 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $36K |
| SHARON HUANG EIN 13-5603868 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $35K |
| DOMINICK GIGLIO EIN 13-5603868 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $34K |
| TOCQUEVILLE EIN 13-3547557 NONE | Investment management; Soft dollars commissions; Investment management fees paid directly by plan Service code 28 | — | $34K |
| MINERVA RIVERA EIN 13-5603868 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $31K |
| DAGMAR BONES EIN 13-5603868 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $31K |
| JEANIEVETT H LARKINS EIN 13-5603868 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $30K |
| GAMCO ASSET MANAGEMENT EIN 13-4044521 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $28K |
| BOYD WATTERSON ASSET MANAGEMENT EIN 34-1922005 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $28K |
| ANDRIKA XAGORARAKIS EIN 13-5603868 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $26K |
| OPTUMRX, INC. EIN 33-0441200 NONE | Float revenue; Claims processing; Direct payment from the plan; Other fees Service code 12 | — | $25K |
| WELLS CAPITAL MANAGEMENT EIN 95-3692822 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $22K |
| CALIBRE CPA GROUP PLLC EIN 47-0900880 AUDITOR | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $16K |
| DAVIS VISION EIN 11-3051991 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $7K |
| QUAN VEST CONSULTANTS EIN 11-2559669 NONE | Investment advisory (plan); Consulting fees Service code 27 | — | $7K |
| BANK OF NEW YORK MELLON EIN 13-5160382 NONE | Investment management fees paid directly by plan; Custodial (securities) 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 | 1,430 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,433 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(2 contracts) | AMALGAMATED LIFE INSURANCE COMPANY | 1,271 | $80K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,271 | — |
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.