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 |
|---|---|---|---|
| NOEL QUINONES EIN 23-7040036 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $187K |
| JOSEPH ROONEY EIN 23-7040036 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $178K |
| ADRIAN PADRO EIN 23-7040036 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $93K |
| COLLERAN O'HARA & MILLS LLP EIN 11-2940050 NONE | Legal; Direct payment from the plan Service code 29 | — | $77K |
| DESMOND PIERRE EIN 23-7040036 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $65K |
| ATIBA VIALVA EIN 23-7040036 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $49K |
| SCOTT BAVOLAR EIN 23-7040036 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $48K |
| JOSEPH FALASCA EIN 23-7040036 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $46K |
| DANIEL MCCLOSKEY EIN 23-7040036 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $44K |
| NICOLE MOORE EIN 23-7040036 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $41K |
| JOSEPH MAHONEY EIN 23-7040036 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $37K |
| DAVID TOEGEL EIN 23-7040036 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $33K |
| STEVEN N DAVI PC EIN 82-4935807 NONE | Legal; Direct payment from the plan Service code 29 | — | $32K |
| EUGENE MATTHEWS EIN 23-7040036 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $32K |
| SCHULTHEIS & PANETTIERI, LLP EIN 13-1577780 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $30K |
| THOMAS MASSEY EIN 23-7040036 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $26K |
| DUANE MORRIS LLP NONE | Legal; Direct payment from the plan Service code 29 | 1540 BROADWAY NEW YORK, NY 100364086 | $24K |
| WEAVER BARKSDALE & ASSOCIATES, INC EIN 62-1217255 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $20K |
| JOINT MANAGED SERVICES ASSOCIATES EIN 93-3685712 NONE | Direct payment from the plan; Plan Administrator Service code 14 | — | $20K |
| DOLAN MCENIRY CAPITAL MANAGEMENT EIN 36-4169967 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $14K |
| BRIDGEWAY BENEFIT TECHNOLOGIES EIN 52-1796473 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $10K |
| WASSERMAN GRUBIN & ROGERS, LLP. NONE | Legal; Direct payment from the plan Service code 29 | 1700 BROADWAY 16TH FLOOR NEW YORK, NY 10019 | $7K |
| MORGAN STANLEY EIN 26-4310632 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $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 | 1,848 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,848 | 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.