See the carriers, broker commissions and premiums for this plan.
It also shows filing history and funding margin. Your first month is $4.99.
See 5 contract rows with premium, retention and renewal dates. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See commissions and fees for 1 broker row. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| KROLL, HEINEMAN, CARTON LLC EIN 76-0760981 ATTORNEY | Legal; Direct payment from the plan Service code 29 | — | $732K |
| SCHULTHEIS & PANETTIERI LLP EIN 13-1577780 AUDITOR | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $470K |
| ZENITH AMERICAN SOLUTIONS, INC. EIN 52-1590516 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $355K |
| MARY CASTROVINCI EIN 22-1764453 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $255K |
| THE SEGAL CO (EASTERN STATES), INC. EIN 13-1835864 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $176K |
| KIMBERLY KEMPLE EIN 22-1764453 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $117K |
| ZIEGLER CAPITAL MANAGEMENT LLC EIN 27-2347077 NONE | Investment management fees paid directly by plan; Soft dollars commissions; Investment management Service code 28 | — | $111K |
| J.J. PIERSON, P.C. EIN 22-3161519 NONE | Legal; Direct payment from the plan Service code 29 | — | $84K |
| SUSAN DOMINGUEZ EIN 22-1764453 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $80K |
| MARITZA PEREZ EIN 22-1764453 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $77K |
| WALKIDIA RIVERA EIN 22-1764453 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $70K |
| SUSANIN, WIDMAN & BRENNAN, P.C. EIN 23-2265950 NONE | Legal; Direct payment from the plan Service code 29 | — | $60K |
| STEVEN HUARI EIN 22-1764453 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $55K |
| ERASTO FIGUEROA EIN 22-1764453 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $55K |
| ELLEN MENJIVAR EIN 22-1764453 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $41K |
| BARBARA ALAVENA EIN 22-1764453 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $39K |
| DEBORAH HOWARD EIN 22-1764453 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $38K |
| SEGAL SELECT INSURANCE SERVICES INC EIN 46-0619194 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $34K |
| DIANE ROONEY EIN 22-1764453 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $33K |
| MORGAN STANLEY SMITH BARNEY LLC EIN 26-4310632 NONE | Investment advisory (plan); Other investment fees and expenses; Direct payment from the plan Service code 27 | — | $18K |
| CYBERDEV CORPORATION EIN 26-2305184 NONE | Direct payment from the plan; Other fees Service code 50 | — | $12K |
| THE BANK OF NEW YORK MELLON EIN 13-5160382 NONE | Investment management fees paid directly by plan; Shareholder servicing fees; Custodial (securities); Securities brokerage commissions and fees; Float revenue Service code 19 | — | $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 | 1,934 | 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) | 1,934 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL OF NJ, INC. | 2,360 | $1.8M |
| Vision | EYEMED VISION CARE | 5,358 | $172K |
| Life insurance | THE UNION LABOR LIFE INSURANCE COMPANY | 3,028 | $535K |
| Stop-loss / reinsurancereinsurance | RELIASTAR LIFE INSURANCE COMPANY | 2,308 | $2.3M |
| Other | THE UNION LABOR LIFE INSURANCE COMPANY | 3,028 | $17K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 5,358 | — |
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 the prior filing. The plan is willing to move. Re-pitch on the next cycle.
Broker comp is under 1% of premium on a plan over $1M. The plan may have no broker or pay a flat fee. Consultant sales target.