| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE SEGAL COMPANY4 Filed as: THE SEGAL CO (EASTERN STATES) INC | 333 WEST 34TH STREET NEW YORK, NY 10001 | THE UNION LABOR LIFE INSURANCE COMPANY | $96K | $10K | $106K | 3.86% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| UNITED HEALTHCARE SERVICES INC EIN 41-1289245 NONE | Other services; Contract Administrator; Other fees; Claims processing; Direct payment from the plan Service code 12 | — | $945K |
| SCHULTHEIS & PANETTIERI LLP EIN 13-1577780 AUDITOR | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $492K |
| KROLL HEINEMAN PTASIEWICZ & PARSONS EIN 76-0760981 ATTORNEY | Legal; Direct payment from the plan Service code 29 | — | $492K |
| VICTORIA PETERSON-MITCHELL EIN 22-1764453 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $246K |
| THE SEGAL CO(EASTERN STATES) INC EIN 13-1835864 NONE | Consulting (general); Actuarial; Direct payment from the plan Service code 11 | — | $196K |
| BRIDGEWAY BENEFIT TECHNOLOGIES EIN 52-1796473 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $185K |
| KIMBERLY KEMPLE EIN 22-1764453 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $166K |
| ELITE TECHNOLOGY MANAGEMENT LLC EIN 26-1403570 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $132K |
| SUSAN DOMINGUEZ EIN 22-1764453 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $118K |
| MARITZA PEREZ EIN 22-1764453 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $101K |
| CONNIE WILSON EIN 22-1764453 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $95K |
| BARBARA ALAVENA EIN 22-1764453 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $92K |
| ERASTO FIGUEROA EIN 22-1764453 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $86K |
| DELTA DENTAL OF NEW JERSEY INC EIN 22-1896118 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $82K |
| JASON NOA EIN 22-1764453 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $82K |
| ALICIA RAMBALLI EIN 22-1764453 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $79K |
| MADOODRI RAJBAN EIN 22-1764453 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $77K |
| STEVEN HUARI EIN 22-1764453 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $76K |
| WALKIDIA STATEN EIN 22-1764453 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $74K |
| KAREN BOZE EIN 22-1764453 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $72K |
| J.J. PIERSON ESQ EIN 37-1801501 NONE | Legal; Direct payment from the plan Service code 29 | — | $72K |
| SUSANIN WIDMAN & BRENNAN PC EIN 23-2265950 NONE | Legal; Direct payment from the plan Service code 29 | — | $68K |
| MARIA JARVIS EIN 22-1764453 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $58K |
| NAOMI SHIWBARAN EIN 22-1764453 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $58K |
| ELLEN MENJIVAR EIN 22-1764453 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $57K |
| F/M INVESTMENTS LLC EIN 93-4308588 NONE | Soft dollars commissions; Investment management fees paid directly by plan; Investment management Service code 28 | — | $55K |
| SHAWNEE DEWITT EIN 22-1764453 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $51K |
| NU-CENTURY PRD LLC EIN 22-3678312 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $48K |
| CHRISTINA MCGUIRE EIN 22-1764453 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $43K |
| WESTERN ASSET MANAGEMENT EIN 52-1200960 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $42K |
| MORGAN STANLEY SMITH BARNEY LLC EIN 26-4310632 NONE | Investment management fees paid directly by plan; Investment advisory (plan) Service code 27 | — | $34K |
| DANIEL SANDOMENICO EIN 22-1764453 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $33K |
| EXPRESS SCRIPTS EIN 43-1420563 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $33K |
| TRACY HANSEN EIN 22-1764453 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $29K |
| SEGAL SELECT INSURANCE SERVICES INC EIN 46-0619194 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $29K |
| EYEMED VISION CARE LLC EIN 43-0949884 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $22K |
| MANNING & NAPIER ADVISORS LLC EIN 45-3240790 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $17K |
| THE BANK OF NEW YORK MELLON EIN 13-5160382 NONE | Float revenue; Securities brokerage commissions and fees; Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Shareholder servicing fees; Custodial (securities) Service code 19 | — | $8K |
| CYBERDEV CORPORATION EIN 26-2305184 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $8K |
| UNION LABOR LIFE INSURANCE COMPANY EIN 13-1423090 NONE | Investment management; Other investment fees and expenses; Investment management fees paid indirectly by plan; Investment management fees paid directly by plan Service code 28 | — | $0 |
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 | 1,887 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,887 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(2 contracts) | THE UNION LABOR LIFE INSURANCE COMPANY | 2,678 | $491K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 2,157 | $2.7M |
| Other | THE UNION LABOR LIFE INSURANCE COMPANY | 2,678 | $476K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,678 | — |
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."
No prospect flags tripped on this filing.