No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| DAVID DUFFY CPA PLLC EIN 38-2771817 NONE KNOWN | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $232K |
| GRAYSTONE CONSULTING (MSSB) EIN 13-2919773 NONE KNOWN | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $144K |
| FINKEL WHITEFIELD FELDMAN EIN 38-2529039 NONE KNOWN | Legal; Direct payment from the plan Service code 29 | — | $100K |
| GREGORY KAZMIERSKI EIN 38-1428364 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $72K |
| MICHELLE M ZACNY EIN 38-1428364 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $51K |
| ELINA R. HARRIS EIN 38-1428364 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $43K |
| PAMELA J. FARNSWORTH EIN 38-1428364 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $32K |
| KYLE W. HARVEY EIN 38-1428364 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $32K |
| KELLY MEEKER EIN 38-1428364 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $32K |
| STEFANIE A. BREWER EIN 38-1428364 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $31K |
| SEGAL SELECT INSURANCE SERVICES, IN NONE KNOWN | Insurance agents and brokers; Direct payment from the plan Service code 22 | 66 HUDSON BLVD E 20TH FLOOR NEW YORK, NY 10001 | $28K |
| BUCK CONSULTANTS EIN 13-3954297 NONE KNOWN | Consulting (general); Direct payment from the plan Service code 16 | — | $20K |
| AMERICAN HEALTH HOLDING, INC. NONE KNOWN | Direct payment from the plan; Consulting (general) Service code 16 | 7400 WEST CAMPUS ROAD SUITE 300 NEW ALBANY, OH 43054 | $11K |
| JP MORGAN EIN 38-0864715 NONE KNOWN | Trustee (bank, trust company, or similar financial institution); Direct payment from the plan Service code 21 | — | $6K |
| PRINTED BUSINESS PRODUCTS LLC NONE KNOWN | Copying and duplicating; Direct payment from the plan Service code 36 | 18223 JAMESTOWN CIRCLE NORTHVILLE, MI 48168 | $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 | 739 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,356 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 486 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,581 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | COFINITY, INC. | 1,119 | $153K |
| Life insurance | THE UNION LABOR LIFE INSURANCE COMPANY | 732 | $392K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 732 | $392K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,119 | — |
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.