See the carriers, broker commissions and premiums for this plan.
It also shows filing history and funding margin. Your first month is $4.99.
See 2 contract rows with premium, retention and renewal dates. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See commissions and fees for 2 broker rows. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| LORRAINE LEVY EIN 23-7248562 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $117K |
| HILDA SANCHEZ EIN 23-7248562 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $110K |
| OPTIMUM TECHNOLGIES INC EIN 04-3283029 NONE | Direct payment from the plan Service code 50 | — | $105K |
| THOMAS CAULA EIN 23-7248562 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $103K |
| APPLIED BUSINESS SYSTEMS INC. EIN 22-2875533 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $90K |
| EVAN GREENBERG EIN 23-7248562 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $89K |
| FRAN EUVINO EIN 23-7248562 EMPLOYEE | Direct payment from the plan Service code 50 | — | $83K |
| PRICILLA POVEDA GARCIA EIN 23-7248562 EMPLOYEE | Direct payment from the plan Service code 50 | — | $81K |
| NOVAK FRANCELLA LLC EIN 61-1436956 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $75K |
| RELIANCE TRUST COMPANY EIN 58-1428634 NONE | Other services; Investment management fees paid directly by plan; Custodial (securities) Service code 19 | — | $72K |
| FLORENCE SACINO EIN 23-7248562 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $62K |
| BENECARD SERVICES, INC. EIN 22-2998772 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $61K |
| MAGNACARE ADMINSTRATIVE SVCS LLC EIN 11-3410766 NONE | Direct payment from the plan; Valuation (appraisals, etc.) Service code 34 | — | $54K |
| DAVID HARRIS EIN 23-7248562 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $45K |
| RICHARD GALLO EIN 23-7248562 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $43K |
| JOYCE NICASTRO EIN 23-7248562 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $43K |
| EDWARD B. GOLDSTEIN, M.D. NONE | Consulting (general); Direct payment from the plan Service code 16 | 49 MURIEL AVENUE LAWRENCE, NY 11559 | $42K |
| MARIA ORTIZ EIN 23-7248562 EMPLOYEE | Direct payment from the plan Service code 50 | — | $41K |
| STARR, GERN, DAVISON & RUBIN P.C. EIN 22-3241223 NONE | Legal; Direct payment from the plan Service code 29 | — | $36K |
| HEALTHPLEX INC EIN 11-2714365 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $35K |
| EVELYN DEJESUS GUTIERREZ EIN 23-7248562 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $34K |
| CAITLEIN SANCHEZ EIN 23-7248562 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $32K |
| ADAM S. HARRIS, P.C. NONE | Legal; Direct payment from the plan Service code 29 | 10 DERRI COURT DIX HILLS, NY 11746 | $12K |
| FEDERATION PENSION BUREAU, INC. EIN 13-1787163 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $12K |
| PROXY VOTE PLUS, LLC EIN 20-0509976 NONE | Direct payment from the plan; Other services Service code 49 | — | $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 | 915 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 915 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | RELIANCE STANDARD LIFE INSURANCE CO. | 979 | $57K |
| Other | RELIANCE STANDARD LIFE INSURANCE CO. | 979 | $5K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 979 | — |
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."
Broker compensation exceeds 5% of premium. This is either a small-plan minimum fee or an inefficient broker structure open to a counter-bid.
The top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.
Schedule A changed between filings. The plan moved between insured and self-funded, or contracts were added or removed. The transition window is open.