No insurance carriers on this filing. Self-funded welfare plans typically pay TPAs and PBMs through Schedule C, not Schedule A.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| AMALGAMATED EMPLOYEE BENEFITS ADMIN EIN 13-3432221 THIRD PARTY ADMINISTRATOR | Plan Administrator; Claims processing; Direct payment from the plan Service code 12 | — | $104K |
| ROTHMAN ROCCO LARUFFA LLP EIN 47-5401457 ATTORNEY | Legal; Direct payment from the plan Service code 29 | 3 WEST MAIN STREET,SUITE 200 ELMSFORD, NY 10523 | $100K |
| SLEVIN & HART PC EIN 52-1708613 ATTORNEY | Legal; Direct payment from the plan Service code 29 | — | $79K |
| CHEIRON INC EIN 13-4215617 ACTUARY | Direct payment from the plan; Actuarial Service code 11 | — | $39K |
| CITRIN COOPERMAN AND COMPANY EIN 22-2428965 ACCOUNTANT | Direct payment from the plan Service code 50 | 100 JERICHO QUADRANGLE, SUITE 342 JERICHO, NY 11753 | $30K |
| CITRIN COOPERMAN ADVISORS LLC EIN 87-2525370 ACCOUNTANT | Direct payment from the plan; Accounting (including auditing) Service code 10 | 50 ROCKEFELLER PLAZA NEW YORK, NY 10020 | $14K |
| BITS AND BITES LLC EIN 47-5647125 IT CONSULTANT | Consulting fees; Direct payment from the plan Service code 50 | — | $7K |
| IRON MOUNTAIN INC EIN 23-2588479 STORAGE | Direct payment from the plan; Other fees Service code 50 | — | $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 | 306 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 306 | Active + retired/separated + beneficiaries. No dependents. |
No Schedule A insurance contracts on this filing — typical of fully self-funded plans, where the only headcount is the Form 5500 number above.
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."
Self-funded plan with no stop-loss carrier attached. Catastrophic-risk exposure; stop-loss specialist sales target.