No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| MERRILL LYNCH EIN 13-5674085 INVESTMENT CONSULTANT | Investment advisory (plan); Investment management fees paid directly by plan; Consulting fees Service code 27 | 26 CENTURY HILL DRIVE LATHAM, NY 12110 | $227K |
| CLEARBRIDGE INVESTMENTS, LLC EIN 01-0846058 INVESTMENT MANAGER | Investment management fees paid directly by plan; Investment management Service code 28 | 620 EIGHTH AVENUE, 47TH FLOOR NEW YORK, NY 10018 | $169K |
| BLITMAN & KING LLP EIN 16-1047304 LEGAL | Legal; Direct payment from the plan Service code 29 | 443 N. FRANKLIN STREET, SUITE 300 SYRACUSE, NY 13204 | $145K |
| GLOBAL TRUST COMPANY EIN 26-3761443 INVESTMENT MANAGER | Investment management fees paid directly by plan; Trustee (bank, trust company, or similar financial institution); Investment management Service code 21 | 12 GILL STREET, SUITE 2600 WOBURN, MA 01801 | $140K |
| LORD ABBETT & CO. LLC EIN 13-5620131 INVESTMENT MANAGER | Investment management; Investment management fees paid directly by plan Service code 28 | 90 HUDSON STREET JERSEY CITY, NJ 07302 | $128K |
| 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 | $100K |
| BLACKROCK C/O THE CHRYS GROUP AT ML EIN 32-0174431 INVESTMENT MANAGER | Investment management; Investment management fees paid directly by plan Service code 28 | 26 CENTURY HILL DRIVE LATHAM, NY 12110 | $85K |
| BOLTON PARTNERS NORTHEAST, INC. EIN 27-3666661 ACTUARY | Actuarial; Direct payment from the plan Service code 11 | 9000 MIDLANTIC DRIVE, SUITE 100 MT. LAUREL, NJ 08054 | $80K |
| VINCENT FEDELE EIN 13-6123973 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | 160 SOUTH CENTRAL AVENUE ELMSFORD, NY 10523 | $73K |
| GETTRY MARCUS CPA, P.C. EIN 13-3418879 ACCOUNTANT | Accounting (including auditing); Direct payment from the plan Service code 10 | 88 FROEHLICH FARM BLVD, 3RD FLOOR WOODBURY, NY 11797 | $64K |
| M&T BANK INST'L RETIREMENT SERVICES EIN 16-0538020 INVESTMENT CUSTODIAN | Custodial (securities); Investment management fees paid directly by plan Service code 19 | 285 DELAWARE AVENUE, 3RD FLOOR BUFFALO, NY 14202 | $58K |
| 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 | $36K |
| BRENDA GALEA-RITCH EIN 13-6123973 PLAN ADMINISTRATOR | Direct payment from the plan; Plan Administrator Service code 14 | 160 SOUTH CENTRAL AVENUE ELMSFORD, NY 10523 | $36K |
| VERONICA CLEANING CORP. EIN 45-5451019 OTHER SERVICES | Other services; Direct payment from the plan Service code 49 | 198 ROCKLAND AVE MAMARONECK, NY 10543 | $32K |
| LORD ABBETT C/O THE CHRYS GROUP EIN 13-5674085 INVESTMENT MANAGER | Investment management fees paid directly by plan; Investment management Service code 28 | 26 CENTURY HILL DRIVE LATHAM, NY 12110 | $23K |
| TPA CORPORATION EIN 13-3329882 COMPUTER CONSULTANT | Direct payment from the plan; Consulting fees; Consulting (general) Service code 16 | PO BOX 433 CARMEL, NY 10512 | $17K |
| CITRIN COOPERMAN & COMPANY, LLP EIN 22-2428965 ACCOUNTANT | Accounting (including auditing); Direct payment from the plan Service code 10 | 88 FROEHLICH FARM BLVD, 3RD FLOOR WOODBURY, NY 11797 | $11K |
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 | 914 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 785 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 480 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 6 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 2,185 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | AMALGAMATED LIFE INSURANCE COMPANY | 779 | $205K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 779 | — |
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.