Filings through .
History & trajectory Charts need 2 or more years. This plan has 10 years on file. Pro shows premium, premium per covered life, covered lives and carrier and broker share for every year.
See pricingNo prospect flags tripped on this filing.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
| Carrier | Coverage | Premium |
|---|---|---|
Dental | Dental | |
Broker: Self-Funded Benefit Inc. Dba Ida Life | Life | |
Life | Life |
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 3 contracts with Pro. Pro is free for 7 days and then costs $49 a month.
These benefits are declared on the Form 5500 main form. A ✓ means the benefit also has a Schedule A insurance contract. Without one, plan assets or a Schedule C TPA fund the benefit.
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 826 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 826 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL OF NEW JERSEY, INC | 2,120 | $360K |
| Life insurance(2 contracts, 2 carriers) | ULLICO LABOR LIFE INSURANCE COMPANY | 815 | $240K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,120 | - |
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 instead of this filer's headcount. We show the row, but it does not count the people in this plan.
Brokers paid through Schedule A and service providers paid through Schedule C.
| Broker | Commissions |
|---|---|
Carrier: Ullico Labor Life Insurance Company | |
Carrier: Ullico Labor Life Insurance Company |
Commissions, fees, broker address and the carrier each broker is paid through are on Pro.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| INSURANCE DESIGN ADMINISTRATORS EIN 13-3155962 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $667K |
| EMPIRX NONE | Direct payment from the plan; Claims processing Service code 12 | 155 CHESTNUT RIDGE RD MONTVALE, NJ 07645 | $663K |
| DELTA DENTAL OF NEW JERSEY, LLC EIN 22-1896118 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $439K |
| MIDWEST INSTITUTIONAL TRUST COMPANY NONE | Custodial (securities); Direct payment from the plan Service code 19 | 10700 RESEARCH DR STE 205 WAUWATOSA, WI 53226 | $166K |
| VANDA NENO EIN 22-1736275 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $112K |
| MARIA GARATE EIN 22-1736275 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $83K |
| FIRST STATE TRUST COMPANY EIN 13-3124172 NONE | Custodial (securities); Direct payment from the plan Service code 19 | — | $68K |
| BARATZ & ASSOCIATES, P.A. EIN 22-2212404 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $54K |
| VISION SCREENING EIN 11-2358021 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $41K |
| JBM COMPUTER CONSULTANTS, INC. EIN 16-1173118 NONE | Consulting fees; Consulting (general) Service code 16 | — | $41K |
| SUMMIT ACTURIAL SERVICES LLC EIN 20-3838633 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $20K |
| SPECIALIZED COMPUTER RESOURCES INC NONE | Consulting (general); Direct payment from the plan; Consulting fees Service code 16 | 385 FRANKLIN TURNPIKE 201-825-5800 ALLENDALE, NJ 07401 | $20K |
| JANNEY MONTGOMERY SCOTT EIN 22-1736275 NONE | Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Investment management; Custodial (securities) Service code 19 | — | $20K |
| SEGAL SELECT INSURANCE NONE | Direct payment from the plan; Insurance services Service code 23 | 66 HUDSON BLVD E, 20TH FL NEW YORK, NY 10001 | $18K |
| COMERICA BANK EIN 38-2028794 NONE | Custodial (securities); Direct payment from the plan Service code 19 | — | $9K |
| J&J PRINTING COMPANY NONE | Direct payment from the plan; Other services Service code 49 | 1023 BROADWAY BAYONNE, NJ 07002 | $8K |
| METS SHAPIRO & MCGOVERN, LLP EIN 75-3116930 NONE | Legal; Direct payment from the plan Service code 29 | — | $6K |
This section shows how the plan is funded and what that means for risk.
Welfare charges, retention and retention rate (the carrier margin on this plan) are on Pro.
2 contacts
11 filings · 2015 to 2025