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 |
|---|---|---|---|
| JOANNE MONEZ EIN 11-3310063 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $187K |
| DICKINSON GROUP LLC EIN 20-1241472 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $99K |
| PAUL IANCCARINO EIN 26-1140509 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $83K |
| MAUREEN CAVALLARI EIN 11-3310063 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $65K |
| SLEVIN & HART, P.C. EIN 52-1708613 NONE | Legal; Direct payment from the plan Service code 29 | — | $62K |
| AXEL NATEL EIN 26-1140509 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $29K |
| COSTAROTHBORT CPAS LLC EIN 46-5286678 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $21K |
| ERIC OLYNIK NONE | Direct payment from the plan; Trustee (individual) Service code 20 | 50 CHARLES LINDBERGH BLVD UNIONDALE, NY 11553 | $20K |
| CALIBRE CPA GROUP PLLC EIN 47-0900880 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $18K |
| BARNES, IACCARINO & SHEPHERD LLP EIN 26-3858697 NONE | Legal; Direct payment from the plan Service code 29 | — | $15K |
| MORGAN STANLEY SMITH BARNEY LLC EIN 26-4310632 NONE | Direct payment from the plan; Other investment fees and expenses; Securities brokerage; Custodial (securities); Securities brokerage commissions and fees; Investment advisory (plan); Other services Service code 19 | — | $14K |
| CONGRESS ASSET MANAGEMENT CO NONE | Investment management; Direct payment from the plan Service code 28 | 2 SEAPORT LANE, 5TH FLOOR BOSTON, MA 02210 | $5K |
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 | 1,830 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,830 | 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."
No prospect flags tripped on this filing.