No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| HORIZON BC/BS OF NJ EIN 22-0999690 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $2.1M |
| CONIFER VALUE BASED CARE LLC EIN 52-1964905 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $402K |
| THE SEGAL COMPANY EIN 06-0839113 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $300K |
| MEDCO HEALTH SOLUTIONS INC EIN 22-3461740 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $254K |
| MAURICE HODOS EIN 22-1458594 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $247K |
| HEALTHSMART CARE MANAGEMENT SOLUTIO EIN 20-1504892 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $207K |
| LARRY MAGARIK, ESQ NONE | Legal; Direct payment from the plan Service code 29 | 113 UNIVERSITY PLACE, 7TH FLR NEW YORK, NY 10003 | $162K |
| UBS FINANCIAL SERVICES INC EIN 13-2638166 NONE | Custodial (securities); Investment management fees paid directly by plan; Investment management Service code 19 | — | $145K |
| INNOVATIVE SOFTWARE SOLUTIONS INC EIN 23-2182079 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $140K |
| BRENDA GARMA EIN 22-1458594 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $123K |
| J ANDY ZAPATA EIN 22-1458594 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $110K |
| ELIZABETH BRICKMAN EIN 22-1458594 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $91K |
| RENA SVOKOS EIN 22-1458594 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $85K |
| ROBIN PEREZ EIN 22-1458594 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $85K |
| JENNY JORDAN EIN 22-1458594 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $84K |
| CYNTHIA LINGER EIN 22-1458594 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $83K |
| JOANN THEURET EIN 22-1458594 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $82K |
| MARCIA GRAHAM EIN 22-1458594 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $81K |
| ROBIN GOODMAN EIN 22-1458594 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $79K |
| NOVAK FRANCELLA, LLC EIN 61-1436956 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $79K |
| CLAUDIA CALTABIANO EIN 22-1458594 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $78K |
| SUANNE MCCORMACK EIN 22-1458594 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $77K |
| MARISELA V RUIZ EIN 22-1458594 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $76K |
| HYACINTH JOHNSON EIN 22-1458594 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $75K |
| JERRI ANN INGRAM EIN 22-1458594 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $73K |
| SAVITA GANDOTRA EIN 22-1458594 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $71K |
| JACQUELINE VITALE EIN 22-1458594 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $68K |
| PEDRO GONZALEZ EIN 22-1458594 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $64K |
| NANDINA VALENCIA RIVERA EIN 22-1458594 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $63K |
| J. GLYNN & COMPANY EIN 75-2980655 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $55K |
| ANDREA SERNOTTI EIN 22-1458594 EMPLOYEE | Direct payment from the plan Service code 50 | — | $53K |
| WILPANIA ALTAGRACIA OLIVO EIN 22-1458594 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $53K |
| EMDEON BUSINESS SERVICES LLC EIN 20-5731067 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services Service code 15 | — | $50K |
| JOSE MARTINEZ EIN 22-1458594 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $49K |
| MELISSA JAIMES EIN 22-1458594 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $48K |
| ROBIN J TOLOTTI EIN 22-1458594 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $45K |
| GALLAGHER BENEFIT SERVICES INC EIN 36-4291971 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $40K |
| MFS INVESTMENT MANAGEMENT EIN 04-2747644 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $39K |
| EMPIRX HEALTH, LLC EIN 47-1226691 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $39K |
| ROTHCHILD ASSET MANAGEMENT INC EIN 13-2544634 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $39K |
| SILVA BONVICINO NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | 22 RANCH ROAD UPPER SADDLE RIVER, NJ 07458 | $34K |
| BRYANT STAFFING CORP EIN 22-3206202 NONE | Other services; Direct payment from the plan Service code 49 | — | $33K |
| NORMAN H. KUPFERSTEIN, M.D. NONE | Consulting (general); Direct payment from the plan Service code 16 | 5327 18TH AVENUE BROOKLYN, NY 11204 | $33K |
| PREFERRED ONE EIN 41-1846481 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $29K |
| VISION SERVICE PLAN EIN 06-1227840 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $22K |
| MAGNACARE LLC EIN 11-3426821 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $19K |
| PRESTIGE TECHNOLOGIES LLC NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services Service code 15 | P.O. BOX 712 BLOOMSBURY, NJ 08804 | $17K |
| INVESCO EIN 58-1707262 NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $17K |
| MULTIPLAN INC EIN 13-3068979 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $13K |
| AUTOMATIC DATA PROCESSING INC EIN 22-1467904 NONE | Direct payment from the plan; Other services Service code 49 | — | $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 | 7,705 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 764 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 8,469 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | U.S. FIRE INSURANCE COMPANY | 8,022 | $1.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 8,022 | — |
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."
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.