No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| LORD ABBETT & CO. LLC EIN 13-5620131 INVESTMENT MANAGER | Investment management fees paid directly by plan; Investment management Service code 28 | 90 HUDSON STREET JERSEY CITY, NJ 07302 | $188K |
| JP MORGAN EIN 13-3963293 INVESTMENT MANAGER | Investment management fees paid directly by plan; Investment management Service code 28 | 245 PARK AVENUE 4TH FLOOR NEW YORK, NY 10167 | $176K |
| TOCQUEVILLE ASSET MANAGEMENT LP EIN 13-3547557 INVESTMENT MANAGER | Investment management fees paid directly by plan; Investment management Service code 28 | 40 WEST 57TH STREET NEW YORK, NY 10019 | $160K |
| BLACKROCK EIN 32-0174431 INVESTMENT MANAGER | Investment management; Investment management fees paid directly by plan Service code 28 | C/O THE CHRYS GROUP AT MERRILL 26 CENTURY HILL DRIVE LATHAM, NY 12110 | $158K |
| TRIVELLA & FORTE LLP EIN 13-4070172 LEGAL | Legal; Direct payment from the plan Service code 29 | 1311 MAMARONECK AVENUE SUITE 170 WHITE PLAINS, NY 10605 | $119K |
| COHEN & STEERS EIN 13-3353336 INVESTMENT MANAGER | Investment management; Investment management fees paid directly by plan Service code 28 | 280 PARK AVENUE NEW YORK, NY 10017 | $99K |
| VINCENT FEDELE EIN 20-5133420 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | 160 SOUTH CENTRAL AVENUE ELMSFORD, NY 10523 | $94K |
| WAGNER & ZWERMAN LLP EIN 11-2836481 ACCOUNTANT | Accounting (including auditing); Direct payment from the plan Service code 10 | 450 WIRELESS BLVD HAUPPAUGE, NY 11788 | $76K |
| THE SEGAL COMPANY, INC. EIN 13-1835864 ACTUARY | Actuarial; Direct payment from the plan Service code 11 | 333 WEST 34TH STREET NEW YORK, NY 10001 | $55K |
| WRIGHT INVESTORS SERVICE, INC. EIN 06-1444342 INVESTMENT MANAGER | Investment management; Investment management fees paid directly by plan Service code 28 | 177 WEST PUTNAM AVENUE GREENWICH, CT 06830 | $53K |
| BOLTON PARTNERS NORTHEAST, INC. EIN 27-3666661 ACTUARY | Actuarial; Direct payment from the plan Service code 11 | 9000 MIDLANTIC DRIVE SUITE 100 MOUNT LAUREL, NJ 08054 | $43K |
| MORANO BROTHERS CORP. EIN 04-3749071 OTHER SERVICES | Other services; Direct payment from the plan Service code 49 | 2045 ALBANY POST ROAD CROTON ON HUDSON, NY 10520 | $38K |
| VERONICA CLEANING CORP. EIN 45-5451019 OTHER SERVICES | Other services; Direct payment from the plan Service code 49 | 198 ROCKLAND AVE APT 1 MAMARONECK, NY 10543 | $26K |
| ANDREW MACKLE EIN 13-6123973 PLAN ADMINISTRATOR | Direct payment from the plan; Plan Administrator Service code 14 | 160 SOUTH CENTRAL AVENUE ELMSFORD, NY 10523 | $25K |
| ROBINSON OIL EIN 13-3121491 OTHER SERVICES | Other services; Direct payment from the plan Service code 49 | 500 EXECUTIVE BLVD ELMSFORD, NY 10523 | $17K |
| TPA COMPUTER CORP EIN 13-3329882 COMPUTER CONSULTANT | Direct payment from the plan; Consulting fees; Consulting (general) Service code 16 | 531 ROUTE 52 SUITE 2 CARMEL, NY 10512 | $16K |
| M&T BANK INSTL RETIREMENT SERVICES EIN 16-0538020 INVESTMENT CUSTODIAN | Custodial (securities); Investment management fees paid directly by plan Service code 19 | ONE MT PLAZA BUFFALO, NY 14203 | $14K |
| AMALGAMATED BANK EIN 13-4920330 INVESTMENT CUSTODIAN | Investment management fees paid directly by plan; Custodial (securities) Service code 19 | 275 7TH AVENUE NEW YORK, NY 10001 | $14K |
| TEMPAIRE EIN 86-1103503 OTHER SERVICES | Direct payment from the plan; Other services Service code 49 | 3590 ROUTE 9 COLD SPRING, NY 10516 | $14K |
| MERRILL LYNCH EIN 13-5674085 INVESTMENT CONSULTANT | Consulting fees; Investment management fees paid directly by plan; Investment advisory (plan) Service code 27 | 26 CENTURY HILL DRIVE LATHAM, NY 12110 | $13K |
| MARTIN F. SCHEINMAN EIN 11-2592796 ARBITRATOR | Legal; Direct payment from the plan Service code 29 | 322 MAIN STREET PORT WASHINGTON, NY 11050 | $13K |
| SUBURBAN CARTING COMPANY EIN 20-5187398 OTHER SERVICES | Direct payment from the plan; Other services Service code 49 | PO BOX 5102 WHITE PLAINS, NY 10602 | $10K |
| PCI EIN 20-4530527 OTHER SERVICES | Direct payment from the plan; Other services Service code 49 | 550 FRANKLIN AVENUE MOUNT VERNON, NY 10550 | $7K |
| BARNES, IACCARINO & SHEPHERD LLP EIN 26-3858697 LEGAL | Legal; Direct payment from the plan Service code 29 | 3 SURREY LANE HEMPSTEAD, NY 11550 | $6K |
| INTEGRA REALTY RESOURCES EIN 22-2658700 CONSULTING | Consulting (general); Consulting fees; Other services; Direct payment from the plan Service code 16 | 80 SOUTH JEFFERSON ROAD SUITE 204 WHIPPANY, NJ 07981 | $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 | 881 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 728 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 424 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 30 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 2,063 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | AMALGAMATED LIFE | 684 | $194K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 684 | — |
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.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.