No insurance carriers on this filing. Self-funded welfare plans typically pay TPAs and PBMs through Schedule C, not Schedule A.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| EMPIRE BLUECROSS BLUESHIELD EIN 23-7391136 NONE | Contract Administrator; Other services; Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing Service code 12 | — | $1.4M |
| RICHARD FALASCA EIN 13-6178513 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $202K |
| BRENDAN TORMEY EIN 13-6178513 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $193K |
| RYAN HERBERT EIN 13-6178513 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $182K |
| JP MORGAN INVESTMENT MANAGEMENT INC EIN 13-3200244 NONE | Investment management fees paid directly by plan; Investment management; Investment advisory (plan) Service code 27 | — | $179K |
| THOMAS LECOMPTE EIN 13-6178513 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $154K |
| REJUS SKEIRIS EIN 13-6178513 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $145K |
| LOOMIS SAYLES TRUST COMPANY EIN 20-8080381 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $144K |
| LORD ABBETT & CO LLC EIN 13-5620131 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $114K |
| JOINT MANAGED SERVICES ASSOCIATES EIN 98-3685712 NONE | Direct payment from the plan; Plan Administrator Service code 14 | — | $100K |
| EVELYN RODRIGUEZ EIN 13-6178513 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $92K |
| DIANA CONTRERAS EIN 13-6178513 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $83K |
| ROOKMINI PRASAD EIN 13-6178513 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $83K |
| VANYA WEST EIN 13-6178513 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $80K |
| DEION DEALLIE EIN 13-6178513 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $79K |
| F/M INVESTMENTS LLC EIN 93-4308588 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $79K |
| COLLERAN O'HARA AND MILLS EIN 11-2940050 ATTORNEY | Legal; Direct payment from the plan Service code 29 | — | $77K |
| THE SEGAL COMPANY EIN 13-1835864 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $77K |
| BARBARA ARMSTRONG EIN 13-6178513 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $75K |
| JOHN CUMBERLAND EIN 13-6178513 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $73K |
| JUSTICE HARRIS EIN 13-6178513 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $73K |
| CIARA SHEA EIN 13-6178513 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $71K |
| SCHULTHEIS & PANETTIERI LLP EIN 13-1577780 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $70K |
| GUARDIAN LIFE INSURANCE CO EIN 13-5123390 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $70K |
| KERRY ARMSTRONG EIN 13-6178513 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $69K |
| PILAR CONTRERAS EIN 13-6178513 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $67K |
| CINTRA CAMERON EIN 13-6178513 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $63K |
| BRIDGEWAY BENEFIT TECHNOLOGIES LLC EIN 52-1796473 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $62K |
| GEORGE SPINELLO EIN 13-6178513 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $60K |
| KEMEICHA HARRISON EIN 13-6178513 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $60K |
| STEVEN N DAVI PC EIN 82-4935807 NONE | Legal; Direct payment from the plan Service code 29 | — | $56K |
| MANNING & NAPIER ADVISORS LLC EIN 45-3240790 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $51K |
| EDWARD ZEBROWSKI EIN 13-6178513 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $44K |
| ACCRETIVE GLOBAL INSURANCE SERVICES EIN 85-3689655 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $40K |
| AMALGAMATED BANK EIN 13-4920330 NONE | Direct payment from the plan; Other investment fees and expenses; Custodial (securities) Service code 19 | — | $38K |
| GENNA MILTON EIN 13-6178513 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $31K |
| HEALTH BENEFIT RESOURCES EIN 27-3458128 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $25K |
| MORGAN STANLEY GRAYSTONE EIN 26-4310632 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $8K |
| LABOR BENEFITS LLC EIN 32-0028913 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $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 | 1,480 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 619 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 2,099 | Active + retired/separated + beneficiaries. No dependents. |
No Schedule A insurance contracts on this filing — typical of fully self-funded plans, where the only headcount is the Form 5500 number above.
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."
Self-funded plan with no stop-loss carrier attached. Catastrophic-risk exposure; stop-loss specialist sales target.