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 6 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 5 broker rows. $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 |
|---|---|---|---|
| EMPIRE HEALTHCHOICE ASSURANCE, INC. EIN 23-7391136 NONE | Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Float revenue; Other services; Direct payment from the plan; Contract Administrator Service code 12 | — | $1.6M |
| EXCELLUS BLUE CROSS BLUE SHIELD EIN 15-0329043 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Claims processing Service code 12 | — | $1.1M |
| VIRGINIA & AMBINDER, LLP EIN 13-4166736 NONE | Legal; Direct payment from the plan Service code 29 | — | $919K |
| SCHULTHEIS & PANETTIERI, LLP EIN 13-1577780 AUDITOR | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $716K |
| AMERICAN REALTY ADVISORS EIN 33-0123114 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $235K |
| MORGAN STANLEY SMITH BARNEY LLC EIN 26-4310632 NONE | Other investment fees and expenses; Account maintenance fees; Other services; Direct payment from the plan; Distribution (12b-1) fees; Investment advisory (plan) Service code 27 | — | $182K |
| ARCARA ZUCARELLI LENDA & ASSOCIATES EIN 47-1793720 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $178K |
| C & R CONSULTING, INC. EIN 13-3935364 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $178K |
| MARSHALL & MOSS PAYROLL COMPLIANCE EIN 04-3652965 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $156K |
| KATHLEEN MORIN EIN 22-6032181 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $144K |
| CHARTWELL INVESTMENT PARTNERS, LLC EIN 36-4776242 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $129K |
| BASYS INC EIN 52-1796473 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $128K |
| ORHAN COSKUNER EIN 22-6032181 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $124K |
| ROSEANN HAINES EIN 22-6032181 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $122K |
| MICHELLE DARRAGH EIN 22-6032181 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $119K |
| DENISE COSSARO EIN 22-6032181 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $117K |
| KIMBERLY SENNES EIN 22-6032181 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $113K |
| DAVID STEWART EIN 22-6032181 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $111K |
| KIM TOMPURI EIN 22-6032181 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $104K |
| LIFETIME BENEFIT SOLUTIONS EIN 16-1171765 NONE | Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Claims processing Service code 12 | — | $102K |
| EXPRESS SCRIPTS INC EIN 22-3461740 NONE | Claims processing; Contract Administrator; Direct payment from the plan Service code 12 | — | $101K |
| WEDGE CAPITAL MANAGEMENT EIN 56-1557450 NONE | Investment management; Investment management fees paid directly by plan; Investment management fees paid indirectly by plan; Soft dollars commissions Service code 28 | — | $100K |
| SIERRA INVESTMENT PARTNERS, INC. EIN 68-0370668 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $92K |
| PENNY CRONK EIN 22-6032181 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $78K |
| ERIN CECCUCCI EIN 22-6032181 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $77K |
| LOWER HUDSON VALLEY E.A.P. EIN 13-3240307 NONE | Direct payment from the plan; Other services Service code 49 | — | $77K |
| PERFECT PRINTING SOLUTIONS NONE | Other services; Direct payment from the plan Service code 49 | 34 EAST MAIN STREET SMITHTOWN, NY 11787 | $71K |
| LISA BRIENZA EIN 22-6032181 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $65K |
| MARY SIEMION EIN 22-6032181 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $64K |
| DONNA ALIFFI EIN 22-6032181 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $60K |
| LORD ABBETT & CO. LLC EIN 13-5620131 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $59K |
| EMPLOYEE NETWORK INC. EIN 16-1285790 NONE | Other services; Direct payment from the plan Service code 49 | — | $58K |
| KAREN PALMER EIN 22-6032181 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $56K |
| LISA BIFULCO EIN 22-6032181 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $55K |
| ABIGAIL BONILLA EIN 22-6032181 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $52K |
| PHARMACEUTICAL STRATEGIES GROUP EIN 27-2345574 NONE | Consulting (general) Service code 16 | — | $51K |
| MARGARET LIGHTFOOT EIN 22-6032181 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $50K |
| KYLE LAGONEGRO EIN 22-6032181 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $50K |
| LINDA BAZEWICK EIN 22-6032181 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $49K |
| ALLYSON NAURONIS EIN 22-6032181 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $48K |
| FIRST ACTUARIAL CONSULTING, INC. EIN 26-3842522 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $48K |
| STACEY BRAUN ASSOCIATES, INC EIN 13-2889432 NONE | Investment management fees paid indirectly by plan; Investment management; Soft dollars commissions; Investment management fees paid directly by plan Service code 28 | — | $47K |
| KIMBERLY GERBER EIN 22-6032181 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $47K |
| OFFICE TEAM NONE | Direct payment from the plan; Other services Service code 49 | 12400 COLLECTIONS CENTER DRIVE CHICAGO, IL 60693 | $46K |
| RYAN-ASHLEY PAOLINO EIN 22-6032181 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $45K |
| SLEVIN & HART, P.C. EIN 52-1708613 NONE | Legal; Direct payment from the plan Service code 29 | — | $44K |
| MARY YEAGER EIN 22-6032181 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $44K |
| RYAN LABS ASSET MANAGEMENT EIN 47-3503928 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $43K |
| RHONDA SACKETT EIN 22-6032181 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $42K |
| JASON RANDOLPH EIN 22-6032181 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $40K |
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 | 7,311 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,664 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 9,975 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | EXCELLUS BLUECROSS BLUESHIELD | 227 | $836K |
| Dental(2 contracts) | CIGNA HEALTH & LIFE INSURANCE COMPANY | 1,350 | $787K |
| Life insurance | DEARBORN NATIONAL LIFE INSURANCE COMPANY | 5,588 | $216K |
| Prescription drug(2 contracts, 2 carriers) | EXCELLUS BLUECROSS BLUESHIELD | 227 | $910K |
| Stop-loss / reinsurancereinsurance | EXCELLUS BLUE CROSS BLUE SHIELD | 2,277 | $142K |
| Other | EXCELLUS BLUECROSS BLUESHIELD | 227 | $836K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 5,588 | — |
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.