No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| HEALTH CARE SERVICE CORPORATION EIN 36-1236610 NONE | Contract Administrator; Other fees Service code 13 | — | $216K |
| S. REEVES EIN 36-6522619 FUND MANAGER | Plan Administrator Service code 14 | — | $92K |
| M. MARRERO EIN 36-6522619 EMPLOYEE | Employee (plan) Service code 30 | — | $81K |
| AMALGAMATED BANK EIN 36-0721895 NONE | Trustee (bank, trust company, or similar financial institution); Float revenue; Custodial (securities); Account maintenance fees; Investment management Service code 19 | — | $57K |
| SEGAL CONSULTING EIN 13-1975125 NONE | Actuarial Service code 11 | — | $48K |
| T. WEYDEMAN EIN 36-6522619 EMPLOYEE | Employee (plan) Service code 30 | — | $46K |
| ASHER, GITTLER & D'ALBA LTD EIN 36-2786883 NONE | Legal Service code 29 | — | $39K |
| F. CABRALES EIN 36-6522619 EMPLOYEE | Employee (plan) Service code 30 | — | $38K |
| BANSLEY & KIENER, LLP EIN 36-2152389 NONE | Accounting (including auditing) Service code 10 | — | $30K |
| V. GONZALEZ EIN 36-6522619 EMPLOYEE | Employee (plan) Service code 30 | — | $25K |
| INNOVATIVE SOFTWARE SOLUTIONS INC. EIN 23-2182079 NONE | Other services; Consulting (general) Service code 16 | — | $18K |
| MED-CARE MANAGEMENT EIN 88-0422522 NONE | Other services Service code 49 | — | $18K |
| LASALLE CONSULTING PARTNERS INC EIN 36-4030449 NONE | Other services; Consulting (general) Service code 16 | — | $13K |
| SEGAL SELECT INSURANCE SERVICES EIN 46-0619194 NONE | Insurance brokerage commissions and fees Service code 53 | — | $10K |
| SPECTERA INC. EIN 52-1260282 NONE | Other fees; Contract Administrator Service code 13 | — | $8K |
| ABSOLUTE SOLUTIONS EIN 27-3584158 NONE | Other services Service code 49 | — | $7K |
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 | 543 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 9 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 552 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | AMALGAMATED LIFE INSURANCE COMPANY | 1,253 | $31K |
| Stop-loss / reinsurancereinsurance | AMALGAMATED LIFE INSURANCE COMPANY | 565 | $212K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,253 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.