| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LILA MARKETING LLC | — | DAVIS VISION | $123K | — | $123K | 5.00% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| EXCELLUS BLUECROSS BLUESHIELD EIN 15-0329043 NONE | Contract Administrator; Claims processing; Direct payment from the plan Service code 12 | 333 BUTTERNUT DRIVE SYRACUSE, NY 13214 | $4.2M |
| GALLAGHER BENEFIT SERVICES EIN 20-2532319 NONE | Consulting (general); Direct payment from the plan Service code 16 | 85 CHESTNUT RIDGE ROAD SUITE 214 MONTVALE, NJ 07645 | $255K |
| PARAVATI,KARL,GREEN & DEBELLA EIN 16-1284656 NONE | Legal; Direct payment from the plan Service code 29 | 520 SENECA STREET, SUITE 105 UTICA, NY 13502 | $219K |
| BLITMAN & KING, LLP EIN 16-1047304 NONE | Legal; Direct payment from the plan Service code 29 | 443 NORTH FRANKLIN STREET SYRACUSE, NY 13204 | $214K |
| LINDA DEROCHER EIN 15-0551885 NONE | Direct payment from the plan; Employee (plan) Service code 30 | 151 NORTHERN CONCOURSE SYRACUSE, NY 13221 | $137K |
| KENNETH STILWELL EIN 15-0551885 NONE | Employee (plan); Direct payment from the plan Service code 30 | 151 NORTHERN CONCOURSE SYRACUSE, NY 13221 | $125K |
| STATE STREET GLOBAL ADVISORS EIN 81-4017137 NONE | Custodial (other than securities); Investment management fees paid directly by plan; Custodial (securities) Service code 18 | 200 NEWPORT AVENUE QUINCY, MA 02171 | $123K |
| JOHN TIERNEY EIN 15-0551885 NONE | Direct payment from the plan; Employee (plan) Service code 30 | 151 NORTHERN CONCOURSE SYRACUSE, NY 13221 | $100K |
| STATE STREET BANK AND TRUST EIN 04-1867445 NONE | Custodial (securities); Direct payment from the plan; Investment management Service code 19 | 200 NEWPORT AVENUE QUINCY, MA 02171 | $89K |
| WELLINGTON TRUST COMPANY, NA CTF EM EIN 04-2755549 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | 280 CONGRESS STREET BOSTON, MA 02210 | $87K |
| LOOMIS SAYLES & COMPANY, LP EIN 04-3200030 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | ONE FINANCIAL CENTER BOSTON, MA 02111 | $86K |
| MICHELE CALCAGINO EIN 15-0551885 NONE | Direct payment from the plan; Employee (plan) Service code 30 | 151 NORTHERN CONCOURSE SYRACUSE, NY 13221 | $84K |
| JOSEPH SALERNO EIN 15-0551885 NONE | Employee (plan); Direct payment from the plan Service code 30 | 151 NORTHERN CONCOURSE SYRACUSE, NY 13221 | $83K |
| THOMAS NANNA EIN 15-0551885 NONE | Direct payment from the plan; Employee (plan) Service code 30 | 151 NORTHERN CONCOURSE SYRACUSE, NY 13221 | $76K |
| MARILYN RYAN EIN 15-0551885 NONE | Employee (plan); Direct payment from the plan Service code 30 | 151 NORTHERN CONCOURSE SYRACUSE, NY 13221 | $74K |
| JENNIFER PARAVATI EIN 15-0551885 NONE | Employee (plan); Direct payment from the plan Service code 30 | 151 NORTHERN CONCOURSE SYRACUSE, NY 13221 | $72K |
| TIMOTHY RICH EIN 15-0551885 NONE | Employee (plan); Direct payment from the plan Service code 30 | 151 NORTHERN CONCOURSE SYRACUSE, NY 13221 | $66K |
| RUSSELL MORREALE EIN 15-0551885 NONE | Employee (plan); Direct payment from the plan Service code 30 | 151 NORTHERN CONCOURSE SYRACUSE, NY 13221 | $65K |
| JESSICA HOYT EIN 15-0551885 NONE | Direct payment from the plan; Employee (plan) Service code 30 | 151 NORTHERN CONCOURSE SYRACUSE, NY 13221 | $64K |
| FRANCES KNEPKA EIN 15-0551885 NONE | Direct payment from the plan; Employee (plan) Service code 30 | 151 NORTHERN CONCOURSE SYRACUSE, NY 13221 | $63K |
| KRISTIN ALLEN EIN 15-0551885 NONE | Employee (plan); Direct payment from the plan Service code 30 | 151 NORTHERN CONCOURSE SYRACUSE, NY 13221 | $60K |
| ALEXANDER CONNOLLY EIN 15-0551885 NONE | Employee (plan); Direct payment from the plan Service code 30 | 151 NORTHERN CONCOURSE SYRACUSE, NY 13221 | $60K |
| MICHELLE DEEMER EIN 15-0551885 NONE | Employee (plan); Direct payment from the plan Service code 30 | 151 NORTHERN CONCOURSE SYRACUSE, NY 13221 | $55K |
| ROSEMARY INSALCO EIN 15-0551885 NONE | Employee (plan); Direct payment from the plan Service code 30 | 151 NORTHERN CONCOURSE SYRACUSE, NY 13221 | $53K |
| DEBORA LOIACANO EIN 15-0551885 NONE | Employee (plan); Direct payment from the plan Service code 30 | 151 NORTHERN CONCOURSE SYRACUSE, NY 13221 | $53K |
| PAULA CURRO EIN 15-0551885 NONE | Employee (plan); Direct payment from the plan Service code 30 | 151 NORTHERN CONCOURSE SYRACUSE, NY 13221 | $53K |
| DAWN MAY EIN 15-0551885 NONE | Employee (plan); Direct payment from the plan Service code 30 | 151 NORTHERN CONCOURSE SYRACUSE, NY 13221 | $53K |
| D'ARCANGELO & CO., LLP EIN 13-2550103 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | 120 LOMOND COURT UTICA, NY 13502 | $53K |
| MORGAN, LEWIS & BOCKIUS EIN 23-0891050 NONE | Legal; Direct payment from the plan Service code 29 | PO BOX 8500 S-6050 PHILADELPHIA, PA 19178 | $53K |
| ROBERT KELLEY EIN 15-0551885 NONE | Direct payment from the plan; Employee (plan) Service code 30 | 151 NORTHERN CONCOURSE SYRACUSE, NY 13221 | $52K |
| BARBARA ACEY EIN 15-0551885 NONE | Employee (plan); Direct payment from the plan Service code 30 | 151 NORTHERN CONCOURSE SYRACUSE, NY 13221 | $52K |
| REGINA DEMARCO EIN 15-0551885 NONE | Direct payment from the plan; Employee (plan) Service code 30 | 151 NORTHERN CONCOURSE SYRACUSE, NY 13221 | $50K |
| SHANNON ROBERTS EIN 15-0551885 NONE | Direct payment from the plan; Employee (plan) Service code 30 | 151 NORTHERN CONCOURSE SYRACUSE, NY 13221 | $49K |
| KIM CUNNINGHAM EIN 15-0551885 NONE | Employee (plan); Direct payment from the plan Service code 30 | 151 NORTHERN CONCOURSE NORTH SYRACUSE, NY 13221 | $49K |
| MICHELE KLINKO EIN 15-0551885 NONE | Direct payment from the plan; Employee (plan) Service code 30 | 151 NORTHERN CONCOURSE SYRACUSE, NY 13221 | $48K |
| MEKETA INVESTMENT GROUP EIN 04-2659023 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | 100 LOWDER BROOK DRIVE WESTWOOD, MA 02090 | $45K |
| MINDI MCARDELL EIN 15-0551885 NONE | Direct payment from the plan; Employee (plan) Service code 30 | 151 NORTHERN CONCOURSE SYRACUSE, NY 13221 | $41K |
| INDUSTRIAL CONTRACTING EIN 16-1287835 NONE | Other services; Direct payment from the plan Service code 49 | 914 EMERSON AVE SYRACUSE, NY 13204 | $36K |
| CNORA COOPER EIN 15-0551885 NONE | Employee (plan); Direct payment from the plan Service code 30 | 151 NORTHERN CONCOURSE SYRACUSE, NY 13221 | $34K |
| JILL REID EIN 15-0551885 NONE | Direct payment from the plan; Employee (plan) Service code 30 | 151 NORTHERN CONCOURSE SYRACUSE, NY 13221 | $31K |
| ROBERT NICHOLSON EIN 15-0551885 NONE | Direct payment from the plan; Employee (plan) Service code 30 | 151 NORTHERN CONCOURSE SYRACUSE, NY 13221 | $31K |
| LESLY DEBUQUE EIN 15-0551885 NONE | Direct payment from the plan; Employee (plan) Service code 30 | 151 NORTHERN CONCOURSE NORTH SYRACUSE, NY 13221 | $29K |
| CR FLETCHER TEMPS EIN 16-1504346 NONE | Other services; Direct payment from the plan Service code 49 | 126 NORTH SALINA STREET SYRACUSE, NY 13202 | $29K |
| DENISE GOMEZ EIN 15-0551885 NONE | Employee (plan); Direct payment from the plan Service code 30 | 151 NORTHERN CONCOURSE SYRACUSE, NY 13221 | $25K |
| CORPORATE MAINTENANCE SYSTEMS EIN 16-1498422 NONE | Other services; Direct payment from the plan Service code 49 | 7658 WINDSOR DR N SYRACUSE, NY 13212 | $25K |
| IMMEDIATE MAILING SERVICE EIN 16-1313143 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | 245 COMMERCE BLVD LIVERPOOL, NY 13088 | $25K |
| NORTHLAND COMMUNICATIONS EIN 16-1188181 NONE | Direct payment from the plan; Other services Service code 49 | 9560 MAIN STREET HOLLAND PATENT, NY 13354 | $20K |
| MA POLCE CONSULTING EIN 16-1597994 NONE | Consulting (general); Direct payment from the plan Service code 16 | 401 PHOENIX DRIVE ROME, NY 13441 | $15K |
| SIRIUS COMPUTER SOLUTIONS EIN 74-2836721 NONE | Direct payment from the plan; Other services Service code 49 | PO BOX 202289 DALLAS, TX 75320 | $14K |
| WB MASON COMPANY EIN 04-2455641 NONE | Other services; Direct payment from the plan Service code 49 | PO BOX 981101 BOSTON, MA 02298 | $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 | 11,937 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 145 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 12,082 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts, 4 carriers) | EXCELLUS BLUECROSS BLUESHIELD PLAN | 214 | $3.1M |
| Vision | DAVIS VISION | 39,511 | $2.5M |
| Life insurance | FIRST UNUM LIFE INSURANCE COMPANY | 9,368 | $1.0M |
| Short-term disability | UNION LABOR LIFE INSURANCE CO | 9,014 | $1.9M |
| Prescription drug(5 contracts, 4 carriers) | EXCELLUS BLUECROSS BLUESHIELD PLAN | 214 | $3.1M |
| Other(3 contracts, 3 carriers) | MOYER RUSSI AND RANDALL, PC | 9,368 | $3.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 39,511 | — |
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."
No prospect flags tripped on this filing.