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 |
|---|---|---|---|
| ROBERT J. COHAN EIN 13-3133262 LEGAL BENEFITS | Legal; Direct payment from the plan Service code 29 | 160 SOUTH CENTRAL AVENUE ELMSFORD, NY 10523 | $92K |
| RAYMOND OPTICIANS EIN 13-2844730 OPTICAL CONSULTING | Consulting fees; Other services Service code 49 | 652 TUCKAHOE RD YONKERS, NY 10710 | $64K |
| WAGNER & ZWERMAN LLP EIN 11-2836481 ACCOUNTANT | Direct payment from the plan; Accounting (including auditing) Service code 10 | 450 WIRELESS BLVD HAUPPAUGE, NY 11788 | $61K |
| TRIVELLA & FORTE LLP EIN 13-4070172 LEGAL | Legal; Direct payment from the plan Service code 29 | 1311 MAMARONECK AVENUE SUITE 17 WHITE PLAINS, NY 10605 | $53K |
| BARNES, IACCARINO & SHEPHERD LLP EIN 26-3858697 LEGAL | Legal; Direct payment from the plan Service code 29 | 3 SURREY LANE HEMPSTEAD, NY 11550 | $49K |
| THEODOR H BROWN DDS EIN 13-3043628 DENTAL CONSULTANT | Consulting fees; Other services Service code 49 | 358 NORTH BROADWAY SLEEPY HOLLOW, NY 10591 | $26K |
| THE SEGAL COMPANY, INC. EIN 13-1835864 ACTUARY | Direct payment from the plan; Actuarial Service code 11 | 333 WEST 34TH STREET NEW YORK, NY 10001 | $23K |
| TPA COMPUTER CORP EIN 13-3329882 COMPUTER CONSULTANT | Consulting (general); Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 531 ROUTE 52 SUITE 4 CARMEL, NY 10512 | $11K |
| EUCLID SPECIALTY MANAGERS, LLC 36-2 | Insurance brokerage commissions and fees Service code 53 | — | $2K |
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 | 1,216 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 0 | 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.