Filings through .
History & trajectory Charts need 2 or more years. This plan has 10 years on file. Pro shows premium, premium per covered life, covered lives and carrier and broker share for every year.
See pricingBroker comp is under 1% of premium on a plan over $1M. The plan may have no broker or pay a flat fee. Consultants can pitch it.
The filing reports zero broker compensation on a plan over 100 participants. The plan likely buys direct or does not report its broker. Give it a call.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
| Carrier | Coverage | Premium |
|---|---|---|
Stop-loss | Stop-loss | |
LifeSTD | LifeSTD | |
Vision | Vision | |
HealthRxStop-lossPPOIndemnityOther | HealthRxStop-lossPPOIndemnityOther |
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 5 contracts with Pro. Pro is free for 7 days and then costs $49 a month.
These benefits are declared on the Form 5500 main form. A ✓ means the benefit also has a Schedule A insurance contract. Without one, plan assets or a Schedule C TPA fund the benefit.
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 32,545 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3,268 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 35,813 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | TRIPLE S SALUD, INC. | 510 | $65K |
| Vision | DAVIS VISION, INC. | 41,735 | $467K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 27,338 | $746K |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 1,094 | $48K |
| Prescription drug | TRIPLE S SALUD, INC. | 510 | $65K |
| Stop-loss / reinsurancereinsurance(2 contracts, 2 carriers) | ANTHEM BLUE CROSS (G1921) | 40,842 | $5.5M |
| Other | TRIPLE S SALUD, INC. | 510 | $65K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 41,735 | - |
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 instead of this filer's headcount. We show the row, but it does not count the people in this plan.
Brokers paid through Schedule A and service providers paid through Schedule C.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM BLUE CROSS EIN 23-7391136 NONE | Contract Administrator; Other services; Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing Service code 12 | — | $12.8M |
| THE SEGAL COMPANY INC. EIN 13-1835864 NONE | Non-monetary compensation; Other commissions; Consulting (general); Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers; Actuarial Service code 11 | — | $834K |
| DELTA DENTAL OF NEW YORK EIN 11-1980218 NONE | Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Contract Administrator Service code 12 | — | $648K |
| WELLS FARGO BANK EIN 94-1347393 NONE | Other commissions; Direct payment from the plan; Custodial (securities) Service code 19 | — | $441K |
| TRIPLE S SALUD INC. EIN 66-0555677 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Contract Administrator; Direct payment from the plan Service code 12 | — | $267K |
| PROSKAUER ROSE LLP EIN 13-1840454 ATTORNEY | Legal; Direct payment from the plan Service code 29 | — | $255K |
| STATE STREET GLOBAL ADVISORS EIN 81-4017137 NONE | Investment management fees paid directly by plan; Custodial (securities); Custodial (other than securities) Service code 18 | — | $233K |
| SPIVAK LIPTON LLP EIN 13-3494495 ATTORNEY | Legal; Direct payment from the plan Service code 29 | — | $228K |
| KELLY PRESS INC. EIN 52-0975591 PRINTER & COPIER | Direct payment from the plan; Copying and duplicating Service code 36 | — | $141K |
| SCHULTHEIS & PANETTIERI, LLP EIN 13-1577780 ACCOUNTANT | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $121K |
| MEKETA INVESTMENT GROUP INC. EIN 04-2659023 NONE | Investment advisory (plan); Investment management fees paid directly by plan Service code 27 | — | $46K |
| SYNTONIC SYSTEMS INC. EIN 13-2925049 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $18K |
| KLIK TECHNOLOGIES EIN 13-4087066 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $11K |
This section shows how the plan is funded and what that means for risk.
Welfare charges, retention and retention rate (the carrier margin on this plan) are on Pro.
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11 filings · 2015 to 2025