No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BENEFIT PLANS, INC. EIN 95-4654044 THIRD PARTY ADMINISTRATOR | Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 13 | P.O. BOX 17928 LOS ANGELES, CA 900170928 | $138K |
| PROSKAUER ROSE LLP EIN 13-1840454 LEGAL | Legal; Direct payment from the plan Service code 29 | ELEVEN TIMES SQUARE NEW YORK, NY 10036 | $63K |
| SPIVAK LIPTON LLP EIN 13-3494495 LEGAL | Legal; Direct payment from the plan Service code 29 | 1040 6TH AVENUE NEW YORK, NY 10018 | $32K |
| SEGAL MARCO ADVISORS EIN 13-2646110 INVESTMENT CONSULTANT | Investment advisory (plan); Direct payment from the plan Service code 27 | 333 WEST 34TH STREET NEW YORK, NY 10001 | $22K |
| SCHULTHEIS & PANETTIERI LLP EIN 13-1577780 AUDITOR | Direct payment from the plan; Accounting (including auditing) Service code 10 | 210 MARCUS BOULEVARD HAUPPAUGE, NY 11788 | $21K |
| THE SEGAL COMPANY EIN 13-1835864 CONSULTANT | Consulting (general); Direct payment from the plan Service code 16 | 333 WEST 34TH STREET NEW YORK, NY 10001 | $20K |
| SELE-DENT EIN 11-3310187 | Claims processing; Direct payment from the plan Service code 12 | 1 HUNTINGTON QUADRANGLE MELVILLE, NY 11747 | $17K |
| ANNA T. RUSSO, CPA P.C. EIN 26-4093133 AUDITOR | Direct payment from the plan; Accounting (including auditing) Service code 10 | 455 CENTRAL PARK AVENUE SCARSDALE, NY 10583 | $16K |
| C & R CONSULTING, INC. EIN 13-3935364 CONSULTANT | Direct payment from the plan; Consulting (general) Service code 16 | 1501 BROADWAY, SUITE 1724 NEW YORK, NY 10036 | $7K |
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 | 1,247 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,247 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | EMBLEMHEALTH | 124 | $849K |
| Life insurance | AMALGAMATED LIFE | 1,247 | $261K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,247 | — |
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."
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.