No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| MERITAIN HEALTH EIN 16-1264154 NONE OTHER THAN CONTRACT | Claims processing Service code 12 | PO BOX 8000 BUFFALO, NY 14267 | $69K |
| PROSKAUER ROSE LLP EIN 13-1840454 NONE OTHER THAN CONTRACT | Legal Service code 29 | 1585 BROADWAY NEW YORK, NY 10036 | $56K |
| JOHN RADCLIFFE EIN 13-6083690 CONSULTANT | Consulting (general) Service code 16 | — | $55K |
| JOHN LINDNER EIN 13-6083690 EMPLOYEE | Employee (plan) Service code 30 | — | $38K |
| SEGAL COMPANY EIN 94-1503999 NONE OTHER THAN CONTRACT | Actuarial Service code 11 | — | $38K |
| EDWIN A STEINBERG PC EIN 13-3052418 NONE OTHER THAN CONTRACT | Legal Service code 29 | 260 MADISON AVENUE NEW YORK, NY 10016 | $34K |
| BALDWIN MOFFITT PLLC EIN 46-4370753 NONE OTHER THAN CONTRACT | Accounting (including auditing) Service code 10 | PO BOX 60008 PHOENIX, AZ 85082 | $26K |
| SEGAL SELECT INSURANCE EIN 46-0619194 NONE OTHER THAN CONTRACT | Insurance brokerage commissions and fees Service code 53 | — | $17K |
| AMALGAMATED BANK OF NEW YORK EIN 13-4920330 NONE OTHER THAN CONTRACT | Custodial (other than securities) Service code 18 | 275 5TH AVENUE 9TH FLOOR NEW YORK, NY 10001 | $13K |
| SEGAL MARCO ADVISORS EIN 13-2646110 NONE OTHER THAN CONTRACT | Investment advisory (plan) Service code 27 | — | $5K |
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 | 57 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 40 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 97 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 57 | $173K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 57 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.