No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| DEBRA KORPOLINSKI EIN 16-1561710 EMPLOYEE | Employee (plan) Service code 30 | — | $141K |
| BLITMAN AND KING, LLP EIN 16-1047304 NONE | Legal Service code 29 | — | $48K |
| BARBARA ZELLNER EIN 16-1561710 EMPLOYEE | Employee (plan) Service code 30 | — | $42K |
| ANDREA SHARP EIN 16-1561710 EMPLOYEE | Employee (plan) Service code 30 | — | $36K |
| ALEXANDRA BOOTH EIN 16-1561710 EMPLOYEE | Employee (plan) Service code 30 | — | $35K |
| TRONCONI SEGARRA & ASSOCIATES LLP EIN 04-3728817 NONE | Accounting (including auditing) Service code 10 | — | $31K |
| WALSH DUFFIELD CO. INC. EIN 16-0413770 NONE | Consulting (general) Service code 16 | — | $29K |
| M&T BANK EIN 16-0538020 NONE | Investment management Service code 28 | — | $27K |
| UBS FINANCIAL SERVICES EIN 13-2638166 NONE | Investment advisory (plan); Other fees Service code 27 | — | $10K |
| FINDLEY EIN 34-1213174 NONE | Actuarial Service code 11 | — | $8K |
| PCA TECHNOLOGY GROUP INC. EIN 26-0022778 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $6K |
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 | 852 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 478 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,330 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITED HEALTHCARE INSURANCE COMPANY OF NEW YORK | 408 | $841K |
| Dental | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 1,291 | $236K |
| Life insurance | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 1,291 | $236K |
| Prescription drug | UNITED HEALTHCARE INSURANCE COMPANY OF NEW YORK | 408 | $841K |
| Stop-loss / reinsurancereinsurance(2 contracts) | BLUECROSS BLUESHIELD OF WESTERN NEW YORK | 2,218 | $0 |
| Other | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 1,291 | $236K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,218 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.