No insurance carriers on this filing. Self-funded welfare plans typically pay TPAs and PBMs through Schedule C, not Schedule A.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| PATRICK LYNCH EIN 22-6066637 EMPLOYEE | Employee (plan) Service code 30 | — | $148K |
| ANTHONY SCORCIOLLA EIN 22-6066637 EMPLOYEE | Employee (plan) Service code 30 | — | $117K |
| THOMAS MEISTER EIN 22-6066637 EMPLOYEE | Employee (plan) Service code 30 | — | $102K |
| LOCAL 68 ENG UNION WELFARE FUND EIN 22-1550500 AFFILIATED FUND | Contract Administrator Service code 13 | — | $73K |
| UBS FINANCIAL SERVICES INC EIN 13-2638166 NONE | Investment advisory (plan); Account maintenance fees; Securities brokerage commissions and fees; Other fees; Distribution (12b-1) fees Service code 27 | — | $25K |
| INTERSTATE MAINTENANCE EIN 22-1869401 NONE | Other fees Service code 99 | — | $20K |
| KATHRYN YEVCHAK EIN 22-6066637 EMPLOYEE | Employee (plan) Service code 30 | — | $17K |
| GEORGE LUDLAM EIN 22-6066637 NONE | Other fees Service code 99 | — | $15K |
| WASILEWSKI & KEATING PC EIN 22-2676761 NONE | Accounting (including auditing) Service code 10 | — | $13K |
| ORANSKY SCARAGGI & BORG P.C. EIN 22-3522685 NONE | Legal Service code 29 | — | $10K |
| FRANK YORKE EIN 22-6066637 UNION OFFICER | Other fees Service code 99 | — | $9K |
| ISSI EIN 23-2182079 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $9K |
| JOHN LOMBARDO EIN 22-6066637 UNION OFFICER | Other fees Service code 99 | — | $9K |
| JAMES ABATE EIN 22-6066637 NONE | Other fees Service code 99 | — | $9K |
| WILENTZ GOLDMAN & SPITZER NONE | Legal Service code 29 | 90 WOODBRIDGE CENTER DR WOODBRIDGE, NJ 07095 | $8K |
| ANDREW EISENBREY EIN 22-6066637 NONE | Other fees Service code 99 | — | $7K |
| CHARLES RANSLAER EIN 22-6066637 NONE | Other fees Service code 99 | — | $7K |
| ALBERT SUHR EIN 22-6066637 NONE | Other fees Service code 99 | — | $7K |
| THOMAS LECOMPTE EIN 22-6066637 NONE | Other fees Service code 99 | — | $6K |
| JAMES BRAMBILLA EIN 22-6066637 NONE | Other fees Service code 99 | — | $6K |
| SHAWN O'LEARY EIN 22-6066637 UNION OFFICER | Other fees Service code 99 | — | $6K |
| GERSON & ASSOCIATES NONE | Accounting (including auditing) Service code 10 | 210 W. PASSAIC ST ROCHELLE PARK, NJ 07662 | $6K |
| TRICOUNTY LANDSCAPING NONE | Other services Service code 49 | 10 HEMLOCK DRIVE NORTH CALDWELL, NJ 07006 | $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 | 2,653 | 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) | 2,653 | Active + retired/separated + beneficiaries. No dependents. |
No Schedule A insurance contracts on this filing — typical of fully self-funded plans, where the only headcount is the Form 5500 number above.
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.