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 |
|---|---|---|---|
| P. KWISZ EIN 23-1994976 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $67K |
| SADEK LAW OFFICES, LLC EIN 26-0432114 NONE | Legal; Direct payment from the plan Service code 29 | — | $57K |
| MARKOWITZ & RICHMAN EIN 23-2111581 NONE | Legal; Direct payment from the plan Service code 29 | — | $52K |
| LAW OFFICE OF ANDREW ROSEMAN EIN 20-5952694 NONE | Legal; Direct payment from the plan Service code 29 | — | $37K |
| NORTON BRAINARD III EIN 23-1994976 EMPLOYEE | Legal; Direct payment from the plan; Employee (plan) Service code 29 | — | $34K |
| NOVAK FRANCELLA LLC EIN 61-1436956 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $25K |
| KARDOS, RICKLES, & HAND, PC EIN 46-4314644 NONE | Legal; Direct payment from the plan Service code 29 | — | $24K |
| DINA GATTUSO LAW OFFICE EIN 74-3047302 NONE | Legal; Direct payment from the plan Service code 29 | — | $20K |
| SD ASSOCIATES, PC EIN 23-2585468 NONE | Legal; Direct payment from the plan Service code 29 | — | $20K |
| UNDERWOOD & MICKLIN, LLC EIN 22-3464127 NONE | Legal; Direct payment from the plan Service code 29 | — | $13K |
| ELIZABETH T. STEFANIDE ESQ. EIN 26-1441040 NONE | Legal; Direct payment from the plan Service code 29 | — | $13K |
| INNOVATIVE SOFTWARE SOLUTIONS, INC. EIN 23-2182079 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $13K |
| MAX KRAMER ESQ EIN 33-1089528 NONE | Legal; Direct payment from the plan Service code 29 | — | $9K |
| LAW OFFICE OF EDUARDO OTERO, LLC EIN 81-0576351 NONE | Legal; Direct payment from the plan Service code 29 | — | $7K |
| CHARLES H. NUGENT, JR. ESQ EIN 22-3591679 NONE | Legal; Direct payment from the plan Service code 29 | — | $7K |
| UBS FINANCIAL SERVICES EIN 13-2638166 NONE | Investment management fees paid directly by plan; Investment advisory (plan) Service code 27 | — | $6K |
| LAW OFFICES - JOSEPH L. LONDON EIN 23-3046221 NONE | Legal; Direct payment from the plan Service code 29 | — | $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 | 1,705 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,705 | 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.