No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| DANIEL H. COOK & ASSOCIATES EIN 11-2424843 NONE | Plan Administrator Service code 14 | — | $538K |
| VIRGINIA & AMBINDER EIN 13-4166736 NONE | Legal Service code 29 | — | $165K |
| PAYER MATRIX, LLC NONE | Insurance services Service code 23 | 1400 N. PROVIDENCE ROAD SUITE 300 MEDIA, PA 19063 | $139K |
| O'CONNOR DAVIES LLP EIN 27-1728945 NONE | Accounting (including auditing) Service code 10 | — | $95K |
| EMPIRE HEALTHCHOICE ASSURANCE INC. EIN 23-7391136 NONE | Contract Administrator; Float revenue; Claims processing; Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $81K |
| THE SEGAL GROUP INC. EIN 13-5635004 NONE | Actuarial; Consulting (pension) Service code 11 | — | $50K |
| BOYD WATTERSON EIN 45-2061717 NONE | Investment management fees paid directly by plan; Custodial (securities) Service code 19 | — | $41K |
| AMALGAMATED BANK OF NY EIN 13-4920330 NONE | Custodial (securities); Investment management fees paid directly by plan Service code 19 | — | $32K |
| COLLERAN, O'HARA & MILLS EIN 11-2940050 NONE | Legal Service code 29 | — | $27K |
| WORKFORCE ASSISTANCE PROGRAM EIN 20-8231145 NONE | Other fees Service code 99 | — | $26K |
| BROADREACH MEDICAL RESOURCES, INC. EIN 02-0640082 NONE | Claims processing; Insurance brokerage commissions and fees; Insurance agents and brokers; Insurance services Service code 12 | 1350 BROADWAY SUITE 410 NEW YORK, NY 10018 | $23K |
| LITTLER MENDELSON PC EIN 94-2602731 NONE | Legal; Direct payment from the plan Service code 29 | — | $20K |
| REYNOLDS SECURITIES EIN 20-1899564 NONE | Investment advisory (plan) Service code 27 | — | $15K |
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 | 886 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 253 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,139 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | EMPIRE HEALTHCHOICE ASSURANCE, INC. | 1,139 | $0 |
| Dental | EMPIRE HEALTHCHOICE ASSURANCE, INC. | 1,139 | $0 |
| Vision | EMPIRE HEALTHCHOICE ASSURANCE, INC. | 1,139 | $0 |
| Life insurance | EMPIRE HEALTHCHOICE ASSURANCE, INC. | 1,139 | $0 |
| Short-term disability | EMPIRE HEALTHCHOICE ASSURANCE, INC. | 1,139 | $0 |
| Long-term disability | EMPIRE HEALTHCHOICE ASSURANCE, INC. | 1,139 | $0 |
| Prescription drug | EMPIRE HEALTHCHOICE ASSURANCE, INC. | 1,139 | $0 |
| Stop-loss / reinsurancereinsurance | EMPIRE HEALTHCHOICE ASSURANCE, INC. | 1,139 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,139 | — |
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.