No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| DOROTHY MCBRIDE EIN 23-7170500 PLAN ADMINISTRATOR | Plan Administrator; Direct payment from the plan; Employee (plan) Service code 14 | 155 CHANGEBRIDGE ROAD MONTEVILLE, NJ 07045 | $192K |
| BARNES, IACCARINO, & SHEPHERD LLP EIN 26-3858697 ATTORNEY | Legal; Direct payment from the plan Service code 29 | 3 SURREY LANE HEMPSTEAD, NY 11550 | $48K |
| WAGNER & ZWERMAN LLP EIN 11-2836481 ACCOUNTANT | Direct payment from the plan; Accounting (including auditing) Service code 10 | 201 OLD COUNTRY ROAD SUITE 202 MELVILLE, NY 11747 | $24K |
| C.S. MCKEE, LP EIN 25-1900687 INVESTMENT MANAGER | Investment management fees paid directly by plan; Investment management Service code 28 | 420 FORT DUQUESNE BLVD STE 800 PITTSBURGH, PA 15222 | $20K |
| ZENITH AMERICAN SOLUTIONS EIN 52-1590516 CLAIMS PROCESSOR | Direct payment from the plan; Claims processing Service code 12 | 140 SYLVAN AVENUE - SUITE 303 ENGLEWOOD CLIFFS, NJ 07632 | $19K |
| M&T BANK INSTL RETIREMENT SERVICES EIN 16-0538020 INVESTMENT CUSTODIAN | Investment management fees paid directly by plan; Custodial (securities) Service code 19 | ONE MT PLAZA 9TH FLOOR BUFFALO, NY 14203 | $16K |
| BOB ALLISON EIN 23-7170500 OTHER SERVICES | Other services; Direct payment from the plan Service code 49 | 155 CHANGEBRIDGE ROAD MONTVILLE, NJ 07045 | $13K |
| DAHAB ASSOCIATES, INC. EIN 11-2783874 INVESTMENT CONSULTANT | Consulting fees; Investment management fees paid directly by plan Service code 51 | 423 SOUTH COUNTRY ROAD BAYSHORE, NY 11706 | $13K |
| CHRISTINE COSTA EIN 23-7170500 BOOKKEEPER | Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping fees; Direct payment from the plan Service code 15 | 155 CHANGEBRIDGE ROAD MONTVILLE, NJ 07045 | $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 | 21 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 21 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | FLAGSHIP HEALTH SYSTEMS | 13 | $3K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 13 | — |
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.