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 |
|---|---|---|---|
| TOTAL PLAN CONCEPTS EIN 45-4564412 THIRD PARTY ADMINISTRATOR | Contract Administrator; Claims processing Service code 12 | 571 MCDONALD AVE BROOKLYN, NY 11218 | $1.4M |
| SBH FINANCIAL GROUP LLC CONTRACT ADMIN AND BROKER | Contract Administrator; Insurance agents and brokers Service code 13 | 4 PARK SLOPE TERRACE LAKEWOOD, NJ 08701 | $549K |
| PERR&KNIGHT ACTUARY | Actuarial Service code 11 | 3 SECOND ST SUITE 1202 HARBORSIDE FINANCIAL CTR PLAZA 10 JERSEY CITY, NJ 07311 | $26K |
| GRANDVIEW BROKERAGE, INC. BROKER | Insurance agents and brokers Service code 22 | 1815 65TH STREET BROOKLYN, NY 11204 | $19K |
| FASTEN HALBERSTAM LLP EIN 47-2319109 PLAN AUDITOR | Accounting (including auditing) Service code 10 | 33 WHITEHALL ST 27TH FLOOR NEW YORK, NY 10004 | $17K |
| SMITH RX PRESCRIPTION DRUG VENDOR | Other services Service code 49 | 300 BRANNAN STREET SUITE 601 SAN FRANCISCO, CA 94107 | $9K |
| COLIN GOLD PLAN TRUSTEE | Trustee (individual) Service code 20 | 1950 FULTON STREET BROOKLYN, NY 11233 | $8K |
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 | 2,535 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 2,536 | 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.