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 4 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 7 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 |
|---|---|---|---|
| RELIANCE TRUST COMPANY EIN 58-1428634 NONE | Investment management; Custodial (securities); Direct payment from the plan Service code 19 | — | $152K |
| OPTIMUM TECHNOLGIES INC EIN 04-3283029 NONE | Direct payment from the plan; Other services; Other fees Service code 49 | — | $144K |
| LORRAINE LEVY EIN 23-7248562 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $132K |
| MAGNACARE ADMINSTRATIVE SVCS LLC EIN 11-3410766 NONE | Valuation (appraisals, etc.); Direct payment from the plan Service code 34 | — | $130K |
| HILDA SANCHEZ EIN 23-7248562 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $121K |
| UNITED LABOR SYSTEMS NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 360 E PARK AVE LONG BEACH, NY 11561 | $103K |
| RICHARD GALLO EIN 23-7248562 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $100K |
| FRANCA EUVINO EIN 23-7248562 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $96K |
| ADAM HARRIS EIN 23-7248562 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $96K |
| DAVID HARRIS EIN 23-7248562 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $91K |
| EVELYN DEJESUS GUTIERREZ EIN 23-7248562 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $82K |
| PRICILLA POVEDA GARCIA EIN 23-7248562 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $79K |
| BENECARD SERVICES, INC. EIN 22-2998772 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $74K |
| NOVAK FRANCELLA LLC EIN 61-1436956 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $56K |
| FLORENCE SACINO EIN 23-7248562 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $52K |
| MARIA ORTIZ EIN 23-7248562 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $45K |
| HEALTHPLEX INC EIN 11-2714365 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $42K |
| DR STEPHEN JAFFE NONE | Direct payment from the plan; Consulting fees Service code 50 | 16 LANCASTER RD TENAFLY, NJ 07670 | $42K |
| MIRANDA TYNER EIN 23-7248562 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $40K |
| ERIC M. HARRIS, ESQ., P.C. NONE | Legal; Direct payment from the plan Service code 29 | 485 UNDERHILL BLVD, STE 203 SYOSSET, NY 11791 | $36K |
| CAITLEIN SANCHEZ EIN 23-7248562 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $33K |
| NANCY BONSANTI EIN 23-7248562 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $30K |
| ARNOLD HARRIS TRUSTEE | Trustee (individual); Direct payment from the plan Service code 20 | 485 UNDERHILL BLVD. SUITE 203 SYOSSET, NY 11791 | $18K |
| ALAN T NAHOUM INC NONE | Actuarial; Direct payment from the plan Service code 11 | 41 DUNBAR ROAD PALM BEACH GARDENS, FL 33418 | $11K |
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 | 1,075 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,078 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(2 contracts) | RELIANCE STANDARD LIFE INSURANCE CO. | 1,219 | $116K |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 13 | $4K |
| Other(2 contracts) | RELIANCE STANDARD LIFE INSURANCE CO. | 1,219 | $16K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,219 | — |
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.