No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| VOLK AND VALANE CPA'S LLC EIN 20-5094634 NONE | Accounting (including auditing) Service code 10 | 153 WEST 27TH STREET GROUND FLOOR NEW YORK, NY 10001 | $18K |
| DAHAB ASSOCIATES EIN 11-2783874 NONE | Investment advisory (plan) Service code 27 | 423 SOUTH COUNTRY ROAD BAY SHORE, NY 11706 | $17K |
| COHEN WEISS AND SIMON EIN 13-1592323 NONE | Legal Service code 29 | 330 WEST 42ND STEET NEW YORK, NY 10036 | $12K |
| THE SEGAL COMPANY EIN 13-6027662 NONE | Actuarial Service code 11 | 333 WEST 34TH STREET NEW YORK, NY 100012402 | $8K |
| US BANK EIN 31-0841368 NONE | Investment advisory (plan) Service code 27 | CM 9703 PO BOX 70870 ST PAUL, MN 55170 | $6K |
| RAMIREZ ASSETS MANAGEMENT EIN 13-4006232 NONE | Investment advisory (plan) Service code 27 | 61 BROADWAY ROOM 2924 NEW YORK, NY 10006 | $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 | 63 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 28 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 3 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 94 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | HMO EMPIRE BLUE CROSS BLUE SHIELD | 63 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 63 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.