See the carriers, broker commissions and premiums for this plan.
It also shows filing history and funding margin. Your first month is $4.99.
See 1 contract row with premium, retention and renewal dates. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See commissions and fees for 1 broker row. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| JOSEPH STERN CO EIN 11-2767324 NONE | Accounting (including auditing) Service code 10 | 89 JOSEPH AVENUE STATEN ISLAND, NY 10304 | $264K |
| COLLERAN, O'HARA & MILLS EIN 11-2940050 NONE | Legal Service code 29 | 100 CROSSWAYS PARK DR W 200 WOODBURY, NY 11797 | $220K |
| BRIAN SABBAGH EIN 13-5622663 EMPLOYEE | Employee (plan) Service code 30 | — | $152K |
| MARTIN E SEGAL & CO. EIN 13-1835864 NONE | Actuarial Service code 11 | 333 WEST 34TH ST NEW YORK, NY 10001 | $142K |
| J DELANEY EIN 13-5622663 EMPLOYEE | Employee (plan) Service code 30 | — | $118K |
| ELSIE O'NEIL EIN 13-5622663 EMPLOYEE | Employee (plan) Service code 30 | — | $114K |
| JIM DUFFICY EIN 13-5622663 EMPLOYEE | Employee (plan) Service code 30 | — | $107K |
| HELENE SCHWARTZ EIN 13-5622663 EMPLOYEE | Employee (plan) Service code 30 | — | $102K |
| LUCIA D. BAUKNIGHT EIN 13-5622663 EMPLOYEE | Employee (plan) Service code 30 | — | $102K |
| SUSAN CORBETT EIN 13-5622663 EMPLOYEE | Employee (plan) Service code 30 | — | $94K |
| DOREEN STENNETT EIN 13-5622663 EMPLOYEE | Employee (plan) Service code 30 | — | $82K |
| WILLIAM I. SHUZMAN PC EIN 13-3386674 NONE | Legal Service code 29 | 211 EAST 34TH ST NEW YORK, NY 10017 | $82K |
| GARRENT LEUNG EIN 13-5622663 EMPLOYEE | Employee (plan) Service code 30 | — | $79K |
| IAN Y. CHAN EIN 13-5622663 EMPLOYEE | Employee (plan) Service code 30 | — | $79K |
| ELIZABETH RILEY EIN 13-5622663 EMPLOYEE | Employee (plan) Service code 30 | — | $76K |
| KEVIN CUSH EIN 13-5622663 EMPLOYEE | Employee (plan) Service code 30 | — | $70K |
| MEIFI, D EIN 13-5622663 EMPLOYEE | Employee (plan) Service code 30 | — | $70K |
| PAULINE CHAHALES EIN 13-5622663 EMPLOYEE | Employee (plan) Service code 30 | — | $70K |
| DAVID CHEUNG EIN 13-5622663 EMPLOYEE | Employee (plan) Service code 30 | — | $54K |
| MUKESH KHEMANI EIN 13-5622663 EMPLOYEE | Employee (plan) Service code 30 | — | $54K |
| GRASSI & CO CPAS EIN 11-3266576 NONE | Accounting (including auditing) Service code 10 | 50 JERICHO QUADRANGLE, SUITE 200 JERICHO, NY 11753 | $53K |
| DEN ZAENUDIN EIN 13-5622663 EMPLOYEE | Employee (plan) Service code 30 | — | $53K |
| MICHAEL CANNALONGA EIN 13-5622663 EMPLOYEE | Employee (plan) Service code 30 | — | $53K |
| PHONG NGO EIN 13-5622663 EMPLOYEE | Employee (plan) Service code 30 | — | $50K |
| R. VICTOR STEWART EIN 05-6349359 NONE | Consulting (pension) Service code 17 | 48 DELAFIELF DRIVE ALBANY, NY 12205 | $31K |
| JJ PIERSON EIN 22-3161519 NONE | Legal Service code 29 | 51 JFK PARKWAY FIRST FL WEST SHORT HILLS, NJ 07078 | $11K |
| MICHAEL PAN DBA SPEED TECH TRADING EIN 52-2417067 NONE | Other services Service code 49 | 154-18 BARCLAY AVENUE FLUSHING, NY 11355 | $9K |
| LI CHAN EIN 13-5622663 EMPLOYEE | Employee (plan) Service code 30 | — | $0 |
| LORI DALTON EIN 13-5622663 EMPLOYEE | Employee (plan) Service code 30 | — | $0 |
| MARY HOFFMAN EIN 13-5622663 EMPLOYEE | Employee (plan) Service code 30 | — | $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 | 1,920 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 862 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 2,782 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | AETNA | 2,782 | $1.1M |
| Short-term disability | AETNA | 2,782 | $1.1M |
| Other | AETNA | 2,782 | $1.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,782 | — |
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 plan over $1M. The plan may have no broker or pay a flat fee. Consultant sales target.
The top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.
The filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported. Worth a call.
Schedule A changed between filings. The plan moved between insured and self-funded, or contracts were added or removed. The transition window is open.