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 final-filing indicator is set. The plan is winding down. Skip it for sales.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
| Carrier | Coverage | Premium |
|---|---|---|
Broker: Jeff Bernstein LifeOther | LifeOther |
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 1 contract 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 | 929 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 877 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,806 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | RENAISSANCE LIFE & HEALTH INSURANCE COMPANY OF NEW YORK | 1,737 | $96K |
| Other | RENAISSANCE LIFE & HEALTH INSURANCE COMPANY OF NEW YORK | 1,737 | $96K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,737 | - |
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: Renaissance Life & Health Insurance Company of New York | |
Carrier: Renaissance Life & Health Insurance Company of New York |
Commissions, fees, broker address and the carrier each broker is paid through are on Pro.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| SUFFOLK COUNTY COURT EMPLOYEES ASSN EIN 11-2504852 AFFILIATED UNION | Direct payment from the plan; Other services Service code 49 | — | $108K |
| ADMINISTRATIVE SERVICES ONLY, INC. EIN 11-2995970 NONE | Contract Administrator; Claims processing Service code 12 | — | $51K |
| CITRIN COOPERMAN & COMPANY LLP EIN 22-2428965 NONE | Accounting (including auditing) Service code 10 | — | $29K |
| ATALANTA SOSNOFF CAPITAL, LLC EIN 20-0461050 NONE | Investment management Service code 28 | — | $26K |
| ARCHER, BYINGTON, GLENNON & LEVINE EIN 26-0873462 FUND ATTORNEY | Legal Service code 29 | — | $24K |
| GOULD, KOBRICK & SCHLAPP, P.C EIN 13-3082707 UNION'S AUDITOR | Accounting (including auditing) Service code 10 | — | $20K |
| THE SEGAL COMPANY EIN 13-1835864 NONE | Consulting (general) Service code 16 | — | $20K |
| SUMMIT ACTUARIAL SERVICES EIN 20-3838633 NONE | Actuarial Service code 11 | — | $9K |
| PENSION FUND EVALUATIONS INC. EIN 11-2503982 NONE | Investment advisory (plan) Service code 27 | — | $7K |
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