No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BARRY BASEL EIN 13-6083690 CONSULTANT | Consulting (general) Service code 16 | — | $63K |
| MERITAIN HEALTH EIN 16-1264154 NONE OTHER THAN CONTRACT | Claims processing Service code 12 | — | $61K |
| THE SEGAL COMPANY EIN 94-1503999 NONE OTHER THAN CONTRACT | Actuarial Service code 11 | — | $52K |
| ZENITH AMERICAN SOLUTIONS EIN 52-1590516 NONE OTHER THAN CONTRACT | Contract Administrator Service code 13 | — | $42K |
| PROSKAUER ROSE LLP EIN 13-1840454 NONE OTHER THAN CONTRACT | Legal Service code 29 | — | $39K |
| BALDWIN MOFFITT BEHM LLP EIN 46-4370753 NONE OTHER THAN CONTRACT | Accounting (including auditing) Service code 10 | — | $28K |
| LAW OFFICE OF EDWIN A STEINBERG EIN 13-3052418 NONE OTHER THAN CONTRACT | Legal Service code 29 | — | $24K |
| SEGAL SELECT INSURANCE EIN 46-0619194 NONE OTHER THAN CONTRACT | Insurance brokerage commissions and fees Service code 53 | — | $20K |
| AMALGAMATED BANK EIN 13-4920330 NONE OTHER THAN CONTRACT | Custodial (securities); Investment management fees paid directly by plan Service code 19 | — | $12K |
| SEGAL MARCO CONSULTING EIN 12-2646110 NONE | Investment advisory (plan) Service code 27 | — | $7K |
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 | 64 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 37 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 101 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 64 | $168K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 64 | — |
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.