No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| UMR, INC. EIN 39-1995276 NONE | Claims processing Service code 12 | 2425 JAMES STREET SYRACUSE, NY 13206 | $117K |
| MANNING & NAPIER EIN 16-0995736 NONE | Investment management; Soft dollars commissions Service code 28 | 290 WOODCLIFF DRIVE FAIRPORT, NY 14450 | $69K |
| AMBER LOPICCOLO EIN 15-0626264 EMPLOYEE | Employee (plan) Service code 30 | 142 CORPORATE DRIVE BINGHAMTON, NY 13904 | $46K |
| BLITMAN AND KING EIN 16-1047304 NONE | Legal Service code 29 | 443 NORTH FRANKLIN STREET SYRACUSE, NY 13204 | $40K |
| HOLLY NELSON EIN 15-0626264 EMPLOYEE | Employee (plan) Service code 30 | 142 CORPORATE DRIVE BINGHAMTON, NY 13904 | $20K |
| BOLTON PARTNERS NORTHEAST, INC EIN 27-3666661 NONE | Actuarial Service code 11 | 2277 STATE HIGHWAY 33 TRENTON, NJ 08690 | $19K |
| D'ARCANGELO & CO., LLP EIN 13-2550103 NONE | Accounting (including auditing) Service code 10 | 120 LOMOND COURT UTICA, NY 13502 | $16K |
| WELLS FARGO BANK EIN 41-6257133 NONE | Investment management Service code 28 | 420 MONTGOMERY STREET SAN FRANCISCO, CA 94104 | $14K |
| KEENAN & ASSOCIATES EIN 95-2798626 NONE | Consulting (general) Service code 16 | 2355 CRENSHAW BLVD. SUITE 200 TORRANCE, CA 90501 | $13K |
| TELEDOC NONE | Contract Administrator Service code 13 | 2 MANHATTANVILLE ROAD PURCHASE, NY 10577 | $13K |
| INVESCO TRUST COMPANY EIN 46-3793325 | Investment management Service code 28 | 11 GREENWAY PLAZA HOUSTON, TX 77046 | $10K |
| SEGAL ADVISORS EIN 13-2646110 NONE | Investment advisory (plan) Service code 27 | 333 WEST 34TH STREET NEW YORK, NY 10001 | $8K |
| ENV INSURANCE AGENCY EIN 16-1519815 | Other commissions Service code 55 | 7789 OSWEGO RD. LIVERPOOL, NY 13090 | $5K |
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 | 261 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 57 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 318 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 217 | $93K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 217 | — |
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."
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.