No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ALBERT FRATTALI EIN 23-1599740 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $149K |
| CLEARY & JOSEM, LLP EIN 23-2657967 NONE | Legal; Direct payment from the plan Service code 29 | — | $134K |
| THE SEGAL COMPANY EIN 13-1835864 NONE | Direct payment from the plan; Insurance agents and brokers; Actuarial Service code 11 | — | $128K |
| STEPHEN CONLEY EIN 23-1599740 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $111K |
| LEADER DATA PROCESSING NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | 75 KIWANIS BLVD. WEST HAZLETON, PA 18201 | $107K |
| JOSEPH GUNN EIN 23-1599740 EMPLOYEE | Employee (plan) Service code 30 | — | $99K |
| DANIEL JORDAN EIN 23-1599740 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $81K |
| BONNIE LANDSMANN EIN 23-1599740 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $65K |
| TELEMEDICINE MANAGMENT NONE | Direct payment from the plan; Consulting (general) Service code 16 | 801 SPRINGDALE DRIVE EXTON, PA 19341 | $59K |
| ATALANTA SOSNOFF CAPITAL NONE | Investment management fees paid directly by plan; Securities brokerage commissions and fees; Investment management; Other investment fees and expenses; Soft dollars commissions Service code 28 | 101 PARK AVENUE NEW YORK, NY 10178 | $48K |
| ALLIED TRADE EIN 23-2591093 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $47K |
| FISCHER DORWART, P.C. EIN 23-2247478 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $46K |
| DENISE MCDYRE EIN 23-1599740 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $38K |
| SUSANIN WIDMAN & BRENNAN, PC NONE | Legal; Direct payment from the plan Service code 29 | 656 EAST SWEDESFORD ROAD SUITE 330 WAYNE, PA 19087 | $37K |
| MICHAEL PENNA EIN 23-1599740 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $29K |
| KATHLEEN ROWE EIN 23-1599740 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $28K |
| DIANA COWDEN EIN 23-1599740 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $26K |
| GAIL MCCONIGLE EIN 23-1599740 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $26K |
| NATIONAL VISION ADMINISTRATORS EIN 74-3033381 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $9K |
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 | 1,558 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 42 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,600 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | FIDELIO INSURANCE COMPANY | 1,788 | $1.6M |
| Life insurance | AMALGAMATED LIFE INSURANCE COMPANY | 1,495 | $290K |
| Short-term disability | AMALGAMATED LIFE INSURANCE COMPANY | 1,495 | $114K |
| Stop-loss / reinsurancereinsurance | AMALGAMATED LIFE INSURANCE CO. | 1,495 | $744K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,788 | — |
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."
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.