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; Claims processing; Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services Service code 12 | — | $802K |
| JP MORGAN INVESTMENT MANAGEMENT INC EIN 13-3200244 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $206K |
| RICHARD FALASCA EIN 13-6178513 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $196K |
| BRENDAN TORMEY EIN 13-6178513 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $177K |
| THOMAS LECOMPTE EIN 13-6178513 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $177K |
| RYAN HERBERT EIN 13-6178513 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $173K |
| LOOMIS SAYLES TRUST COMPANY EIN 20-8080381 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $132K |
| REJUS SKEIRIS EIN 13-6178513 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $118K |
| LORD ABBETT & CO LLC EIN 13-5620131 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $115K |
| SEAN M BOYLE CONSULTING INC EIN 84-4121653 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $107K |
| THE SEGAL COMPANY (EASTERN STATES) EIN 13-1835864 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $100K |
| JOINT MULTI SERVICE ASSOCIATES LTD EIN 82-3287696 NONE | Plan Administrator; Direct payment from the plan Service code 14 | — | $88K |
| ZIEGLER CAPITAL MANAGEMENT, LLC EIN 27-2347077 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $86K |
| DIANA CONTRERAS EIN 13-6178513 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $82K |
| COLLERAN, O'HARA AND MILLS EIN 11-3236314 ATTORNEY | Legal; Direct payment from the plan Service code 29 | — | $80K |
| EVELYN RODRIGUEZ EIN 13-6178513 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $78K |
| VANYA WEST EIN 13-6178513 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $77K |
| BARBARA ARMSTRONG EIN 13-6178513 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $77K |
| GUARDIAN LIFE INSURANCE CO EIN 13-5123390 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $75K |
| GEORGE SPINELLO EIN 13-6178513 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $72K |
| ROOKMINI PRASAD EIN 13-6178513 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $70K |
| SCHULTHEIS & PANETTIERI, LLP EIN 13-1577780 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $70K |
| MICHELLE SCHULTZ EIN 13-6178513 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $69K |
| CINTRA CAMERON EIN 13-6178513 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $60K |
| MANNING & NAPIER ADVISORS LLC EIN 45-3328488 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $59K |
| KEMEICHA HARRISON EIN 13-6178513 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $57K |
| PART D ADVISORS EIN 20-2595200 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $54K |
| NOVAK FRANCELLA LLC EIN 61-1436956 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $46K |
| AMALGAMATED BANK EIN 13-4920330 NONE | Investment management fees paid directly by plan; Custodial (securities); Direct payment from the plan Service code 19 | — | $46K |
| BRIDGEWAY BENEFIT TECHNOLOGIES, LLC EIN 52-1796473 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $44K |
| STEVEN N DAVI PC EIN 82-4935807 NONE | Legal; Direct payment from the plan Service code 29 | — | $37K |
| CIARA SHEA EIN 13-6178513 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $37K |
| WILLIAM BRADLEY EIN 13-6178513 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $32K |
| HEALTH BENEFIT RESOURCES EIN 27-3458128 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $23K |
| MORGAN STANLEY GRAYSTONE EIN 26-4310632 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $10K |
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 | 1,816 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 597 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 2,413 | 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.