No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| HEALTH CARE SERVICE CORPORATION EIN 36-1236610 NONE | Other fees; Contract Administrator Service code 13 | — | $187K |
| S. REEVES EIN 36-6522619 FUND MANAGER | Plan Administrator Service code 14 | — | $72K |
| AMALGAMATED BANK EIN 36-0721895 NONE | Account maintenance fees; Float revenue; Investment management; Custodial (securities); Trustee (bank, trust company, or similar financial institution) Service code 19 | — | $71K |
| M. MARRERO EIN 36-6522619 EMPLOYEE | Employee (plan) Service code 30 | — | $70K |
| THE SEGAL COMPANY EIN 13-1975125 NONE | Actuarial Service code 11 | — | $47K |
| ASHER, GITTLER & D'ALBA LTD EIN 36-2786883 NONE | Legal Service code 29 | — | $38K |
| T. WEYDEMAN EIN 36-6522619 EMPLOYEE | Employee (plan) Service code 30 | — | $29K |
| BANSLEY & KIENER, LLP EIN 36-2152389 NONE | Accounting (including auditing) Service code 10 | — | $27K |
| INNOVATIVE SOFTWARE SOLUTIONS INC. EIN 23-2182079 NONE | Other services; Consulting (general) Service code 16 | — | $20K |
| MED-CARE MANAGEMENT EIN 88-0429522 NONE | Other services Service code 49 | — | $16K |
| SEGAL SELECT INSURANCE SERVICES EIN 46-0619194 NONE | Insurance brokerage commissions and fees Service code 53 | — | $9K |
| SPECTRA INC. EIN 52-1260282 NONE | Other fees; Contract Administrator Service code 13 | — | $7K |
| LASALLE CONSULTING PARTNERS INC. EIN 36-4030449 NONE | Consulting (general); Other services Service code 16 | — | $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 | 582 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 584 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | AMALGAMATED LIFE INSURANCE COMPANY | 1,264 | $36K |
| Stop-loss / reinsurancereinsurance | AMALGAMATED LIFE INSURANCE COMPANY | 566 | $161K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,264 | — |
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."
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.