No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| THE SEGAL COMPANY EIN 13-1835864 ACTUARY | Actuarial Service code 11 | — | $207K |
| PROSKAUER ROSE ET AL EIN 13-1840454 ATTORNEY | Legal Service code 29 | — | $98K |
| SPIVAK LIPTON ET AL EIN 13-2841050 ATTORNEY | Legal Service code 29 | — | $80K |
| BRADFORD-MARZEC EIN 26-1870753 INVESTMENT MANAGER | Investment management Service code 28 | — | $29K |
| FRUCHTER ROSEN & CO, P.C. EIN 06-1671819 AUDITOR | Accounting (including auditing) Service code 10 | — | $18K |
| GALLAGHER FIDUCIARY ADVISORS EIN 13-3406417 INVESTMENT ADVISOR | Investment advisory (plan) Service code 27 | — | $16K |
| STATE STREET EIN 04-0025081 INVESTMENT MANAGER | Investment management Service code 28 | — | $9K |
| WELLINGTON TRUST CO EIN 04-2755549 INVESTMENT MANAGER | Investment management Service code 28 | — | $7K |
| COAMERICA EIN 42-1741646 CUSTODIAN | Custodial (securities) Service code 19 | — | $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 | 1,960 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 524 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 2,484 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE COMPANY | 0 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 0 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.