No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| INDEPENDENCE ADMINISTRATORS EIN 23-2184623 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Contract Administrator; Claims processing Service code 12 | — | $3.6M |
| EXPRESS SCRIPTS INC EIN 22-3461740 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $3.5M |
| SCHULTHEIS & PANETTIERI LLP EIN 13-1577780 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $1.8M |
| NOVAK FRANCELLA LLC EIN 61-1436956 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $1.2M |
| VIRGINIA & AMBINDER LLP EIN 13-4166736 NONE | Legal; Direct payment from the plan Service code 29 | — | $979K |
| ANTHEM BLUE CROSS AND BLUE SHIELD EIN 23-7391136 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $555K |
| BRIDGEWAY BENEFIT TECHNOLOGIES EIN 52-1796473 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $423K |
| THE SEGAL COMPANY (EASTERN STATES) EIN 13-1835864 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $369K |
| BEACON HILL SOLUTIONS GROUP LLC EIN 04-3496741 NONE | Other services; Direct payment from the plan Service code 49 | — | $328K |
| EMPLOYEE A EIN 13-5615576 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $308K |
| KAUFF MCGUIRE & MARGOLIS LLP EIN 13-3573855 NONE | Legal; Direct payment from the plan Service code 29 | — | $303K |
| HARVARD PROTECTION SERVICES EIN 13-4127048 SECURITY PROVIDER | Other services; Direct payment from the plan Service code 49 | — | $294K |
| LOOMIS SAYLES TRUST COMPANY EIN 20-8080381 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $249K |
| EMPLOYEE B EIN 13-5615576 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $238K |
| LORD ABBETT & CO LLC EIN 13-5620131 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $228K |
| EMPLOYEE C EIN 13-5615576 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $220K |
| LEVEL CARE HEALTH CONSORTIUM EIN 83-2819398 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $207K |
| EMPLOYEE D EIN 13-5615576 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $200K |
| EMPLOYEE E EIN 13-5615576 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $174K |
| EMPLOYEE F EIN 13-5615576 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $173K |
| EMPLOYEE G EIN 13-5615576 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $160K |
| EMPLOYEE H EIN 13-5615576 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $157K |
| EMPLOYEE I EIN 13-5615576 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $155K |
| EMPLOYEE J EIN 13-5615576 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $154K |
| EMPLOYEE K EIN 13-5615576 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $154K |
| SEGAL SELECT INSURANCE SERVICES EIN 46-0619194 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $141K |
| BANK OF NEW YORK MELLON EIN 13-5160382 NONE | Investment management fees paid indirectly by plan; Custodial (securities); Float revenue; Investment management fees paid directly by plan; Shareholder servicing fees; Other investment fees and expenses; Direct payment from the plan Service code 19 | — | $140K |
| EMPLOYEE L EIN 13-5615576 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $138K |
| EMPLOYEE M EIN 13-5615576 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $136K |
| EMPLOYEE N EIN 13-5615576 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $131K |
| EMPLOYEE O EIN 13-5615576 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $129K |
| EMPLOYEE P EIN 13-5615576 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $127K |
| HAMILTON LANE ADVISORS LLC EIN 23-2962336 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $127K |
| EMPLOYEE Q EIN 13-5615576 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $125K |
| SCOUT INVESTMENTS INC EIN 43-1925734 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $125K |
| EMPLOYEE R EIN 13-5615576 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $120K |
| EMPLOYEE S EIN 13-5615576 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $113K |
| EMPLOYEE T EIN 13-5615576 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $111K |
| EMPLOYEE U EIN 13-5615576 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $107K |
| EMPLOYEE V EIN 13-5615576 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $107K |
| ARCHER, BYINGTON, GLENNON & LEVINE EIN 26-0873462 NONE | Legal; Direct payment from the plan Service code 29 | — | $106K |
| EMPLOYEE W EIN 13-5615576 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $104K |
| PERFECT PRINTING SOLUTIONS INC EIN 47-4140223 NONE | Other services; Direct payment from the plan Service code 49 | — | $103K |
| EMPLOYEE X EIN 13-5615576 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $103K |
| EMPLOYEE Y EIN 13-5615576 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $103K |
| EMPLOYEE Z EIN 13-5615576 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $99K |
| EMPLOYEE AA EIN 13-5615576 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $95K |
| K2 INTELLIGENCE LLC EIN 84-3003271 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $95K |
| EMPLOYEE AB EIN 13-5615576 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $94K |
| EMPLOYEE AC EIN 13-5615576 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $94K |
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 | 11,828 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 7,183 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 19,011 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | AMALGAMATED LIFE INSURANCE COMPANY | 38,139 | $2.8M |
| Other(2 contracts, 2 carriers) | AMALGAMATED LIFE INSURANCE COMPANY | 38,139 | $2.8M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 38,139 | — |
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.