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 13-6804536 LEGAL BENEFITS | Legal; Direct payment from the plan Service code 29 | 160 SOUTH CENTRAL AVENUE ELMSFORD, NY 10523 | $115K |
| TRIVELLA & FORTE LLP EIN 13-4070172 LEGAL | Legal; Direct payment from the plan Service code 29 | 1311 MAMARONECK AVENUE SUITE 170 WHITE PLAINS, NY 10605 | $91K |
| WAGNER & ZWERMAN LLP EIN 11-2836481 ACCOUNTANT | Direct payment from the plan; Accounting (including auditing) Service code 10 | 450 WIRELESS BLVD HAUPPAUGE, NY 11788 | $50K |
| WALTER MASCH EIN 13-6804536 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | 160 SOUTH CENTRAL AVENUE ELMSFORD, NY 10523 | $25K |
| 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 2 CARMEL, NY 10512 | $12K |
| BOLTON PARTNERS NORTHEAST, INC. EIN 27-3666661 ACTUARY | Direct payment from the plan; Actuarial Service code 11 | 9000 MIDLANTIC DRIVE SUITE 100 MT LAUREL, NJ 08054 | $12K |
| THE SEGAL COMPANY, INC. EIN 13-1835864 ACTUARY | Actuarial; Direct payment from the plan Service code 11 | 333 WEST 34TH STREET NEW YORK, NY 10001 | $12K |
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 | 1,225 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,225 | 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.