No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS EIN 52-1590516 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping fees Service code 15 | — | $78K |
| JULIE LAGE EIN 36-6157689 EMPLOYEE OF EMPLOYER | Contract Administrator Service code 13 | — | $76K |
| REINHART BOERNER VANDUEREN EIN 39-1126909 NONE | Legal Service code 29 | — | $46K |
| JODY MURRAY EIN 36-6157689 EMPLOYEE OF EMPLOYER | Contract Administrator Service code 13 | — | $38K |
| GENESIS BENEFIT SOLUTIONS EIN 20-4039292 NONE | Consulting (general) Service code 16 | — | $35K |
| REILLY, PENNER & BENTON LLP EIN 39-0747409 NONE | Accounting (including auditing) Service code 10 | — | $22K |
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 | 711 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 711 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | THE UNITED STATES LIFE INSURANCE COMPANY IN THE CITY OF NEW YORK | 617 | $16K |
| Stop-loss / reinsurancereinsurance(2 contracts, 2 carriers) | AIG BENEFITS SOLUTIONS | 624 | $343K |
| Other | THE UNITED STATES LIFE INSURANCE COMPANY IN THE CITY OF NEW YORK | 617 | $16K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 624 | — |
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.