Filings through .
History & trajectory Charts need 2 or more years. This plan has 10 years on file. Pro shows premium, premium per covered life, covered lives and carrier and broker share for every year.
See pricingThe primary broker changed. The plan may listen to a new pitch.
Broker compensation exceeds 5% of premium. This is a small-plan minimum fee or a costly broker setup that a competing bid can beat.
The top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
| Carrier | Coverage | Premium |
|---|---|---|
Broker: Eka Planning Services Stop-loss | Stop-loss | |
Broker: Acrisure, LLC Madison Partners Insu Life | Life |
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 2 contracts with Pro. Pro is free for 7 days and then costs $49 a month.
These benefits are declared on the Form 5500 main form. A ✓ means the benefit also has a Schedule A insurance contract. Without one, plan assets or a Schedule C TPA fund the benefit.
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 203 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 203 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | AMALGAMATED LIFE INSURANCE COMPANY | 404 | $7K |
| Stop-loss / reinsurancereinsurance | GERBER LIFE INSURANCE COMPANY | 203 | $452K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 404 | - |
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 instead of this filer's headcount. We show the row, but it does not count the people in this plan.
Brokers paid through Schedule A and service providers paid through Schedule C.
| Broker | Commissions |
|---|---|
Carrier: Gerber Life Insurance Company | |
Carrier: Amalgamated Life Insurance Company |
Commissions, fees, broker address and the carrier each broker is paid through are on Pro.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM BLUE CROSS (G1921) EIN 23-7391136 | Contract Administrator; Other services; Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing Service code 12 | 3075 VANDERCAR WAY CINCINNATI, OH 45209 | $109K |
| AMALGAMATED EMPLOYEE BEN ADMIN EIN 13-3432221 CLAIMS ADMINISTRATION | Direct payment from the plan; Contract Administrator Service code 13 | 333 WESTCHESTER AVE WHITE PLAINS, NY 10604 | $86K |
| PETER VAUPEL EIN 13-6179467 FUND ADMINISTRATOR | Employee (plan); Direct payment from the plan; Plan Administrator Service code 14 | 629 FIFTH AVENUE PELHAM, NY 10803 | $80K |
| CITRIN COOPERMAN & COMPANY, LLP EIN 22-2428965 ACCOUNTANT | Accounting (including auditing); Direct payment from the plan Service code 10 | 100 JERICHO QUADRANGLE STE 342 JERICHO, NY 11753 | $27K |
| AMALGAMATED MEDICAL CARE MANAGEMENT EIN 13-3860528 | Other services; Direct payment from the plan Service code 49 | 1 NORTHEASTERN BLVD,SUITE 100 SALEM, NH 03079 | $24K |
| BARNES, IACCARINO & SHEPHERD LLP EIN 26-3858697 ATTORNEY | Legal; Direct payment from the plan Service code 29 | 3 SURREY LANE HEMPSTEAD, NY 11550 | $22K |
| CYNOMYS, INC. EIN 82-2668930 ACTUARIAL | Direct payment from the plan; Actuarial Service code 11 | 16170 POPPY SEED CIRCLE UNIT 903 DELRAY BEACH, FL 33484 | $20K |
| D. D. SERVICES, INC. EIN 11-2705347 CLAIMS PROCESSING | Claims processing; Direct payment from the plan Service code 12 | 265 POST AVENUE, SUITE 340 WESTBURY, NY 11590 | $11K |
| DAHAB ASSOCIATES EIN 11-2783874 INVESTMENT CONSULTANT | Consulting (general); Investment management fees paid directly by plan Service code 16 | 423 SOUTH COUNTRY ROAD BAY SHORE, NY 11706 | $10K |
| EKA BENEFITS INC EIN 92-1309853 STOP LOSS MARKETING | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | 157 E. MAIN STREET HUNTINGTON, NY 11743 | $0 |
This section shows how the plan is funded and what that means for risk.
Welfare charges, retention and retention rate (the carrier margin on this plan) are on Pro.
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11 filings · 2015 to 2025