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 | $214K |
| JP MORGAN EIN 13-3963293 INVESTMENT MANAGER | Investment management; Investment management fees paid directly by plan Service code 28 | 245 PARK AVENUE 4TH FLOOR NEW YORK, NY 10167 | $200K |
| BLACKROCK EIN 32-0174431 INVESTMENT MANAGER | Investment management fees paid directly by plan; Investment management Service code 28 | C/O THE CHRYS GROUP AT MERRILL 26 CENTURY HILL DRIVE LATHAM, NY 12110 | $161K |
| BLITMAN & KING LLP EIN 16-1047304 LEGAL | Legal; Direct payment from the plan Service code 29 | ONE PENN PLAZA SUITE 2601 NEW YORK, NY 101192699 | $139K |
| WAGNER & ZWERMAN LLP EIN 11-2836481 ACCOUNTANT | Direct payment from the plan; Accounting (including auditing) Service code 10 | 201 OLD COUNTRY ROAD SUITE 202 MELVILLE, NY 11747 | $88K |
| BOLTON PARTNERS NORTHEAST, INC. EIN 27-3666661 ACTUARY | Direct payment from the plan; Actuarial Service code 11 | 9000 MIDLANTIC DRIVE SUITE 100 MOUNT LAUREL, NJ 08054 | $86K |
| COHEN & STEERS EIN 13-3353336 INVESTMENT MANAGER | Investment management fees paid directly by plan; Investment management Service code 28 | 280 PARK AVENUE NEW YORK, NY 10017 | $81K |
| CLEARBRIDGE INVESTMENTS, LLC EIN 01-0846058 INVESTMENT MANAGER | Investment management fees paid directly by plan; Investment management Service code 28 | 620 EIGTH AVENUE 47TH FLOOR NEW YORK, NY 10018 | $63K |
| PCI EIN 20-4530527 OTHER SERVICES | Other services; Direct payment from the plan Service code 49 | 550 FRANKLIN AVENUE MOUNT VERNON, NY 10550 | $62K |
| VINCENT FEDELE EIN 20-5133420 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | 160 SOUTH CENTRAL AVENUE ELMSFORD, NY 10523 | $59K |
| M&T BANK INSTL RETIREMENT SERVICES EIN 16-0538020 INVESTMENT CUSTODIAN | Investment management fees paid directly by plan; Custodial (securities) Service code 19 | ONE MT PLAZA BUFFALO, NY 14203 | $51K |
| 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 | $33K |
| ANDREW MACKLE EIN 13-6123973 PLAN ADMINISTRATOR | Plan Administrator; Direct payment from the plan Service code 14 | 160 SOUTH CENTRAL AVENUE ELMSFORD, NY 10523 | $33K |
| VERONICA CLEANING CORP. EIN 45-5451019 OTHER SERVICES | Direct payment from the plan; Other services Service code 49 | 198 ROCKLAND AVE APT 1 MAMARONECK, NY 10543 | $27K |
| 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 | $22K |
| TPA CORPORATION EIN 13-3329882 COMPUTER CONSULTANT | Consulting (general); Direct payment from the plan; Consulting fees Service code 16 | 531 ROUTE 52 SUITE 2 CARMEL, NY 10512 | $18K |
| 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 | $15K |
| 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 |
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 | 880 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 737 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 431 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 27 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 2,075 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | AMALGAMATED LIFE | 700 | $196K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 700 | — |
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.