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 pricingBroker comp is under 1% of premium on a plan over $1M. The plan may have no broker or pay a flat fee. Consultants can pitch it.
Premium per covered life exceeds 2x the peer median for this NAICS and size cohort. The plan has rich benefits or a bad rate.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
| Carrier | Coverage | Premium |
|---|---|---|
PPO | PPO | |
Dental | Dental | |
Life | Life | |
Broker: Mercer Health and Benefits LLC LifeLTDOther | LifeLTDOther |
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 4 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 | 5,582 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,653 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 7,235 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | FIDELIO INSURANCE COMPANY | 7,493 | $7.1M |
| Life insurance(2 contracts, 2 carriers) | AMALGAMATED LIFE | 7,243 | $2.7M |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 95 | $38K |
| Other | SUN LIFE ASSURANCE COMPANY OF CANADA | 95 | $38K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 7,493 | - |
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: Sun Life Assurance Company of Canada |
Commissions, fees, broker address and the carrier each broker is paid through are on Pro.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| HORIZON HEALTHCARE SERVICES, INC EIN 22-0999690 NONE | Contract Administrator; Insurance agents and brokers Service code 13 | — | $3.1M |
| DECOTIIS, FITZPATRICK, COLE & GIBLI EIN 31-1425096 NONE | Legal Service code 29 | 500 FRANK W BURR BLVD TEANECK, NJ 07666 | $1.2M |
| CHARTWELL INVESTMENT PARTNERS EIN 36-4776242 NONE | Named fiduciary; Investment management; Investment management fees paid directly by plan Service code 28 | — | $417K |
| COMPUTER MANAGEMENT AND MARKETING EIN 23-2504910 NONE | Other services Service code 49 | — | $365K |
| OPERATING ENGR 825 UNION HALL AFFILIATE | Other fees Service code 99 | 65 SPRINGFIELD AVENUE SPRINGFIELD, NJ 07081 | $291K |
| TELEMEDICINE MANAGEMENT, INC. EIN 26-1306606 NONE | Other fees Service code 99 | — | $226K |
| THE LINDENBERGER GROUP, LLC EIN 40-0020279 NONE | Consulting fees; Consulting (general) Service code 16 | — | $220K |
| SHERRY VISO EIN 22-6033381 EMPLOYEE | Employee (plan) Service code 30 | — | $203K |
| SUSAN SONNTAG EIN 22-6033381 EMPLOYEE | Employee (plan) Service code 30 | — | $195K |
| HARDMAN JOHNSTON GLOBAL ADVISORS EIN 13-3257590 NONE | Investment management Service code 28 | — | $190K |
| ROBERT HALF INTERNATIONAL INC. EIN 94-1648752 NONE | Accounting (including auditing) Service code 10 | 215 PARK AVE S. NEW YORK, NY 10003 | $189K |
| CHRISTOPHER SCHIAVINO EIN 22-6033381 EMPLOYEE | Employee (plan) Service code 30 | — | $171K |
| MICHAEL DALEO EIN 22-6033381 EMPLOYEE | Employee (plan) Service code 30 | — | $170K |
| ERIC TORBIC EIN 22-6033381 EMPLOYEE | Employee (plan) Service code 30 | — | $156K |
| RACHEL GRODSKY EIN 22-6033381 EMPLOYEE | Employee (plan) Service code 30 | — | $151K |
| MICHAEL LEONETTI EIN 22-6033381 EMPLOYEE | Employee (plan) Service code 30 | — | $139K |
| PATRICE CLARKE EIN 22-6033381 EMPLOYEE | Employee (plan) Service code 30 | — | $138K |
| THERESE EDWARDS EIN 22-6033381 EMPLOYEE | Employee (plan) Service code 30 | — | $126K |
| THOMAS EDWARDS EIN 22-6033381 EMPLOYEE | Employee (plan) Service code 30 | — | $125K |
| GUARDIAN NURSES HEALTHCARE EIN 57-1187937 NONE | Consulting fees; Consulting (general) Service code 16 | 600 W GERMANTOWN PIKE STE 400 PLYMOUTH MEETING, PA 19462 | $113K |
| MCCARTER + ENGLISH LLP EIN 22-1534652 NONE | Legal Service code 29 | — | $107K |
| MARIANA RODRIGUEZ EIN 22-6033381 EMPLOYEE | Employee (plan) Service code 30 | — | $104K |
| SUSANIN, WIDMAN AND BRENNAN EIN 23-2265950 COUNSEL FOR TRUSTEE ER | Legal Service code 29 | — | $104K |
| CELESTE BAHIA EIN 22-6033381 EMPLOYEE | Employee (plan) Service code 30 | — | $102K |
| ALEXANDER JACA EIN 22-6033381 EMPLOYEE | Employee (plan) Service code 30 | — | $97K |
| SUSAN MCBRIDE EIN 22-6033381 EMPLOYEE | Employee (plan) Service code 30 | — | $94K |
| JACLYN KINLEY EIN 22-6033381 EMPLOYEE | Employee (plan) Service code 30 | — | $92K |
| SANDRA HOCK EIN 22-6033381 EMPLOYEE | Employee (plan) Service code 30 | — | $92K |
| DATAPRISE, INC. EIN 52-1920434 NONE | Other services; Consulting fees; Other fees Service code 49 | — | $86K |
| CAROL DETORE EIN 22-6033381 EMPLOYEE | Employee (plan) Service code 30 | — | $84K |
| THE SEGAL COMPANY EIN 13-1835864 NONE | Consulting (general); Actuarial Service code 11 | — | $84K |
| TYKEL JACKSON EIN 22-6033381 EMPLOYEE | Employee (plan) Service code 30 | — | $84K |
| TIRA DAVIS EIN 22-6033381 EMPLOYEE | Employee (plan) Service code 30 | — | $83K |
| PATRICK BURNS EIN 22-5033381 EMPLOYEE | Employee (plan) Service code 30 | — | $82K |
| ROSEMARIE OLIVERI EIN 22-6033381 EMPLOYEE | Employee (plan) Service code 30 | — | $82K |
| KATHY MOSEJCHUK EIN 22-6033381 EMPLOYEE | Employee (plan) Service code 30 | — | $75K |
| DEREK KELLY EIN 22-6033381 EMPLOYEE | Employee (plan) Service code 30 | — | $72K |
| MARYBETH BUONOPANE EIN 22-6033381 EMPLOYEE | Employee (plan) Service code 30 | — | $72K |
| ESTER TROIANELLO EIN 22-6033381 EMPLOYEE | Employee (plan) Service code 30 | — | $71K |
| MARIA RESENDE EIN 22-6033381 EMPLOYEE | Employee (plan) Service code 30 | — | $70K |
| LAUREN MCMILLAN EIN 22-6033381 EMPLOYEE | Employee (plan) Service code 30 | — | $69K |
| DIANE RODRIGUEZ EIN 22-6033381 EMPLOYEE | Employee (plan) Service code 30 | — | $66K |
| ESTHEFANY FULGENCIO EIN 22-6033381 EMPLOYEE | Employee (plan) Service code 30 | — | $65K |
| LUDIVINA GO EIN 22-6033381 EMPLOYEE | Employee (plan) Service code 30 | — | $65K |
| CECILIA LIVINGSTON EIN 22-6033381 EMPLOYEE | Employee (plan) Service code 30 | — | $64K |
| JOANNA PRIMAMORE EIN 22-6033381 EMPLOYEE | Employee (plan) Service code 30 | — | $59K |
| CHARLENE CHAVARRIA EIN 22-6033381 EMPLOYEE | Employee (plan) Service code 30 | — | $57K |
| CALIBRE CPA GROUP PLLC EIN 47-0900880 NONE | Accounting (including auditing) Service code 10 | — | $57K |
| KEATING ACCOUNTING, LLC EIN 92-1255252 NONE | Accounting (including auditing) Service code 10 | 117 SOUTH MAPLE AVE BASKING RIDGE, NJ 07920 | $56K |
| KYLE PORTER EIN 22-6033381 EMPLOYEE | Employee (plan) Service code 30 | — | $53K |
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.
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10 filings · 2016 to 2025