No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| CONNECTICUT GENERAL LIFE INSURANCE EIN 06-0303370 NONE | Direct payment from the plan; Other fees Service code 50 | — | $218K |
| ZENITH ADMINISTRATORS EIN 52-1590516 NONE | Other fees; Direct payment from the plan Service code 50 | — | $111K |
| CAROL KING EIN 23-1716164 EMPLOYEE | Recordkeeping fees; Employee (plan) Service code 30 | — | $94K |
| BETH A. PESIRI EIN 23-1716164 EMPLOYEE | Recordkeeping fees; Employee (plan) Service code 30 | — | $93K |
| LEONARD RIECO EIN 23-1716164 EMPLOYEE | Recordkeeping fees; Employee (plan) Service code 30 | — | $92K |
| JANETTE SANTOS EIN 23-1716164 EMPLOYEE | Employee (plan); Recordkeeping fees Service code 30 | — | $91K |
| SHANE REILLY EIN 23-1716164 EMPLOYEE | Employee (plan); Recordkeeping fees Service code 30 | — | $65K |
| N. ZANCZUK EIN 23-1716164 EMPLOYEE | Employee (plan); Recordkeeping fees Service code 30 | — | $47K |
| INNOVATIVE SOFTWARE SOLUTIONS INC EIN 23-2182079 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $32K |
| UBS FINANCIAL SERVICES INC EIN 13-2638166 NONE | Consulting (general); Investment management fees paid directly by plan Service code 16 | — | $27K |
| NOVAK FRANCELLA LLC EIN 61-1436952 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $18K |
| DR. GAETANO STORACE III NONE | Consulting (general); Direct payment from the plan Service code 16 | 2420 BRISTOL RD, STE 6 BENSALEM, PA 19020 | $17K |
| THE MCKEOGH COMPANY EIN 23-3003375 NONE | Actuarial; Direct payment from the plan Service code 11 | 200 BARR HARBOR DR STE 225 WEST CONSHOHOCKEN, PA 19428 | $16K |
| MARKOWITZ & RICHMAN EIN 23-2111581 NONE | Legal; Direct payment from the plan Service code 29 | — | $14K |
| BOYD WATTERSON ASSET MANAGEMENT LLC EIN 34-1922005 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $12K |
| ALLIANCE CAPITAL MGT EIN 13-3434400 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $8K |
| CITIZENS BANK EIN 05-0156820 NONE | Investment management fees paid directly by plan; Custodial (securities) Service code 19 | — | $6K |
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 | 1,122 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,125 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | CONNECTICUT GENERAL LIFE INSURANCE COMPANY | 594 | $242K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 594 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.