No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY EIN 06-6033492 CONTRACT ADMINISTRATOR | Contract Administrator; Direct payment from the plan Service code 13 | 151 FARMINGTON AVENUE HARTFORD, CT 06156 | $801K |
| DAVISVISION EIN 11-3051991 NONE | Other services; Direct payment from the plan Service code 49 | 159 EXPRESS STREET PLAINVIEW, NY 11803 | $133K |
| STACEY BRAUN ASSOCIATES, INC. EIN 13-2889432 NONE | Soft dollars commissions; Investment management fees paid directly by plan; Investment management Service code 28 | 377 BROADWAY NEW YORK, NY 10013 | $88K |
| THE SEGAL COMPANY EIN 13-1835864 NONE | Consulting (general); Actuarial; Insurance brokerage commissions and fees; Direct payment from the plan Service code 11 | ONE PARK AVENUE NEW YORK, NY 10016 | $52K |
| KATHLEEN KREINBIHL EIN 13-6210566 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | 817 OLD CUTTER MILL ROAD GREAT NECK, NY 11021 | $47K |
| CAPITAL ASSET ADVISORS EIN 06-1218195 NONE | Direct payment from the plan Service code 50 | 1029 FRIENDLY ROAD OYSTER BAY, NY 11771 | $38K |
| MSPC CERTIFIED PUBLIC ACCOUNTANTS EIN 22-2951202 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | 340 NORTH AVENUE CRANFORD, NJ 07016 | $33K |
| FRIEDMAN & ANSPACH EIN 13-3403675 NONE | Legal; Direct payment from the plan Service code 29 | 1500 BROADWAY NEW YORK, NY 10036 | $15K |
| THOMSON REUTERS INC, EIN 75-1297386 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $12K |
| VASCULAR DIAGNOSTICS EIN 11-2494775 NONE | Direct payment from the plan; Other services Service code 49 | 41 61 KISSENA BLVD. FLUSHING, NY 11355 | $10K |
| US BANK EIN 31-0841368 NONE | Direct payment from the plan; Custodial (securities) Service code 19 | 2204 LAKESHORE DRIVE BIRMINGHAM, AL 35209 | $9K |
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 | 910 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 112 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 25 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,047 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | HARTFORD LIFE & ACCIDENT | 1,093 | $827K |
| Other(2 contracts, 2 carriers) | HARTFORD LIFE & ACCIDENT | 1,093 | $835K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,093 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.