No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| COHEN, WEISS AND SIMON LLP EIN 13-1592323 NONE | Legal; Direct payment from the plan Service code 29 | 900 THIRD AVENUE NEW YORK, NY 10022 | $48K |
| DH COOK ASSOCIATES, INC ADMIN AND CLAIM PROCESSOR | Plan Administrator; Claims processing; Direct payment from the plan Service code 12 | — | $33K |
| GITMORER & BERENHOLZ, P.C. EIN 23-2749598 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | 445 SHADY LANE HUNTINGDON VALLEY, PA 19006 | $32K |
| ROGOFF & COMPANY, PC EIN 13-2688836 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | 355 LEXINGTON AVENUE NEW YORK, NY 10017 | $27K |
| C.S. MCKEE L.P. EIN 25-1900687 INV CUSTODIAN AND MANAGER | Custodial (securities); Investment management; Investment management fees paid directly by plan Service code 19 | 420 FORT DUQUESNE BLVD PITTSBURGH, PA 15222 | $21K |
| RISK STRATEGIES COMPANY NONE | Insurance services; Direct payment from the plan Service code 23 | — | $16K |
| PRUDENTIAL TRUST CO. EIN 52-1679020 INV MANAGER | Investment management; Investment management fees paid directly by plan Service code 28 | — | $10K |
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 | 25 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 25 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | FLAGSHIP HEALTH SYSTEMS, INC. | 14 | $0 |
| Stop-loss / reinsurancereinsurance | PRODIGY HEALTH INSURANCE SERVICES, LLC | 25 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 25 | — |
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.