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 |
|---|---|---|---|
| RICHARD M. FALASCA EIN 23-7040036 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $304K |
| JOHN RAUCHFUSS EIN 23-7040036 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $117K |
| DIANA CONTRERAS EIN 23-7040036 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $95K |
| ELI NEGRON EIN 23-7040036 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $90K |
| GEORGE T SPINNELLI EIN 13-4192352 NONE | Other services; Other fees Service code 49 | — | $90K |
| EUGENE T MATTHEWS EIN 23-7040036 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $68K |
| SCOTT BAVOLAR EIN 23-7040036 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $60K |
| JOSEPH MAHONEY EIN 23-7040036 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $59K |
| NOEL QUINONES EIN 23-7040036 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $57K |
| COLLERAN O'HARA & MILLS EIN 11-2326314 NONE | Legal; Direct payment from the plan Service code 29 | — | $51K |
| BRENDAN MCCORMACK EIN 23-7040036 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $50K |
| JAMES K BLECK EIN 23-7040036 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $48K |
| PETER MARCYAN EIN 23-7040036 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $47K |
| RICHARD COSTANTE EIN 23-7040036 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $46K |
| RAFF & BECKER, LLP EIN 13-3272544 NONE | Legal; Direct payment from the plan Service code 29 | — | $45K |
| JOSEPH ROONEY EIN 23-7040036 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $43K |
| ADRIAN PADRO EIN 23-7040036 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $42K |
| SAMUEL WATSON EIN 23-7040036 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $42K |
| GARY NELSON EIN 23-7040036 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $39K |
| M.D. SASS ASSOCIATES INC EIN 13-2704843 NONE | Direct payment from the plan; Investment management Service code 28 | — | $33K |
| WILLIAM SHUZMAN P.C. EIN 13-3386674 NONE | Legal; Direct payment from the plan Service code 29 | — | $27K |
| NOVAK FRANCELLA LLC EIN 61-1436956 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $14K |
| JOSEPH M. STERN, CPA EIN 11-2767324 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $11K |
| 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 | — | $6K |
| BNY MELLON EIN 13-2614959 NONE | Investment management; Direct payment from the plan Service code 28 | — | $6K |
| MORGAN STANLEY SMITH BARNEY LLC 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 | 2,042 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 2,042 | 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.