No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| EXCELLUS BLUECROSS BLUESHIELD EIN 16-0612270 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $755K |
| MICHAEL CECERE EIN 16-0778220 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $81K |
| BONADIO & CO., LLP EIN 16-1131146 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $43K |
| JULIE WHITE EIN 16-0778220 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $39K |
| DEBI MANGOS EIN 16-0778220 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $38K |
| DIANE LALLY EIN 16-0778220 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $37K |
| BOLTON PARTNERS NORTHEAST, INC. NONE | Direct payment from the plan; Actuarial Service code 11 | 2277 STATE HWY. 33, SUITE 409 TRENTON, NJ 08690 | $33K |
| MANNING & NAPIER ADVISORS, INC. EIN 16-0995763 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $33K |
| HARTER SECREST & EMERY EIN 16-0766172 NONE | Legal; Direct payment from the plan Service code 29 | — | $32K |
| BENESYS, INC. NONE | Consulting (general); Direct payment from the plan Service code 16 | 700 TOWER DR 300 TROY, MI 48098 | $22K |
| MFG BENEFITS, LLC NONE | Consulting (general); Direct payment from the plan Service code 16 | 1325 AIRMOTIVE WAY, SUITE 390 RENO, NY 89502 | $12K |
| PHOENIX GRAPHIC, INC. NONE | Direct payment from the plan; Copying and duplicating Service code 36 | 1525 EMERSON STREET ROCHESTER, NY 14606 | $7K |
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 | 712 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 381 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,093 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | EXCELLUS BLUECROSS BLUESHIELD PLAN | 27 | $104K |
| Prescription drug | EXCELLUS BLUECROSS BLUESHIELD PLAN | 8 | $34K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 27 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.