No insurance carriers on this filing. Self-funded welfare plans typically pay TPAs and PBMs through Schedule C, not Schedule A.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| PROSKAUER ROSE LLP EIN 13-1840454 NONE | Legal; Direct payment from the plan Service code 29 | — | $203K |
| FUIMAN MOGILA, LLP NONE | Legal; Direct payment from the plan Service code 29 | 5 PENNSYLVANIA PLAZA NEW YORK, NY 10001 | $62K |
| C & R CONSULTING, INC. EIN 13-3935364 NONE | Direct payment from the plan; Plan Administrator Service code 14 | — | $41K |
| FIRST ACTUARIAL CONSULTING TEAM INC EIN 26-3842522 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $40K |
| QUAN VEST CONSULTANTS INC EIN 11-2559669 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $31K |
| INSIGHT NORTH AMERICA LLC EIN 82-0983489 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $24K |
| NOVAK FRANCELLA LLC EIN 61-1436956 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $21K |
| MARSHALL & MOSS GROUP EIN 04-3652965 NONE | Plan Administrator; Direct payment from the plan Service code 14 | — | $20K |
| AMALGAMATED BANK EIN 13-4920330 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $12K |
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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 101 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 38 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 57 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 196 | Active + retired/separated + beneficiaries. No dependents. |
No Schedule A insurance contracts on this filing — typical of fully self-funded plans, where the only headcount is the Form 5500 number above.
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."
No prospect flags tripped on this filing.