No insurance carriers on this filing. Self-funded welfare plans typically pay TPAs and PBMs through Schedule C, not Schedule A.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| PARTNERRE AMERICA INSURANCE CO. NONE | Insurance services Service code 23 | 450 SANSOME STREET, 4TH FLOOR SAN FRANCISCO, CA 94111 | $14.8M |
| AETNA EIN 06-6033492 NONE | Insurance services Service code 23 | P.O. BOX 88863 CHICAGO, IL 606951863 | $9.8M |
| CONCORD MANAGEMENT RESOURCES EIN 82-2339246 NONE | Insurance services Service code 23 | 399 CAMPUS DRIVE SUITE 300, FLOOR 3 SOMERSET, NJ 08873 | $8.0M |
| EMERSON, REID & CO. INC. EIN 13-3938007 NONE | Insurance services Service code 23 | 350 FIFTH AVE, SUITE 3700 NEW YORK, NY 10118 | $2.3M |
| SAVOY ASSOCIATES EIN 22-1930954 NONE | Insurance services Service code 23 | 25B HANOVER RD FLORHAM PARK, NJ 07932 | $1.4M |
| CENTERSTONE INSURANCE & FINANCIAL EIN 95-4018229 NONE | Insurance services Service code 23 | 12404 PARK CENTRAL DRIVE, SUITE 400 DALLAS, TX 75251 | $1.4M |
| MARTIN INSURANCE SERVICES INC EIN 22-3569421 NONE | Insurance services Service code 23 | 259 PROSPECT PLAINS ROAD, BLDG F CRANBURY, NJ 08512 | $1.3M |
| KISTLER TIFFANY BENEFITS EIN 23-3021992 NONE | Insurance services Service code 23 | 400 BERWYN PARK, SUITE 200 BERWYN, PA 19312 | $1.2M |
| QUALCARE INC. EIN 22-3129563 NONE | Insurance services Service code 23 | 30 KNIGHTSBRIDGE ROAD PISCATAWAY, NJ 08854 | $591K |
| AP BENEFIT ADVISORS/ASSURED PARTNER EIN 30-0837157 NONE | Insurance services Service code 23 | 718 RIVER ROAD FAIR HAVEN, NJ 07704 | $583K |
| AAJ TECHNOLOGIES EIN 65-0762524 NONE | Insurance services Service code 23 | 6301 NW 5TH WAY, SUITE 1700 FORT LAUDERDALE, FL 33309 | $476K |
| UNITED STATES TREASURY NONE | Insurance services Service code 23 | 50 MAIN ST # 1000 CINCINNATI, OH 45202 | $346K |
| HCP NATIONAL INSURANCE SERVICES EIN 68-0491934 NONE | Insurance services Service code 23 | 16A JOURNEY, SUITE 150 ALISO VIEJO, CA 92656 | $270K |
| O.C.A. BENEFIT SERVICES, LLC EIN 27-2517292 NONE | Insurance services Service code 23 | 3705 QUAKERBRIDGE ROAD SUITE 216 MERCERVILLE, NJ 08619 | $247K |
| PROFESSIONAL GROUP PLANS EIN 11-3144545 NONE | Insurance services Service code 23 | 225 WIRELESS BLVD HAUPPAUGE, NY 11788 | $237K |
| FNA INSURANCE SERVICES, INC. EIN 46-4101382 NONE | Insurance services Service code 23 | 1000 WOODBURY LANE, SUITE 403 WOODBURY, NY 11797 | $198K |
| STERLING INSURANCE CONCEPTS EIN 60-0000335 NONE | Insurance services Service code 23 | 902 EAST COUNTY LINE ROAD LAKEWOOD, NJ 08701 | $187K |
| THE PREFERRED CLIENT GROUP, LLC EIN 22-3894479 NONE | Insurance services Service code 23 | 1150 RARITAN ROAD CRANFORD, NJ 07016 | $184K |
| EMPLOYERS ASSOCIATION OF NEW JERSEY NONE | Insurance services Service code 23 | 30 WEST MOUNT PLEASANT AVENUE LIVINGSTON, NJ 07039 | $170K |
| DEFINITIVE INSURANCE MGMT SERVICES EIN 26-1757843 NONE | Insurance services Service code 23 | 24 ARNETT AVENUE, SUITE 115 LAMBERTVILLE, NJ 08530 | $150K |
| GALLAGHER BENEFIT SERVICES EIN 36-4291971 NONE | Insurance services Service code 23 | 2850 GOLF ROAD ROLLING MEADOWS, IL 60008 | $141K |
| DEERWALK, INC. EIN 26-4710932 NONE | Insurance services Service code 23 | 430 BEDFORD STREET, SUITE 175 LEXINGTON, MA 02420 | $129K |
| MEEKER SHARKEY ASSOC. LLC EIN 20-8890610 NONE | Insurance services Service code 23 | 21 COMMERCE DRIVE, SUITE 200 CRANFORD, NJ 07016 | $110K |
| COOPER LEVENSON EIN 22-1971679 NONE | Insurance services Service code 23 | 1125 ATLANTIC AVENUE ATLANTIC CITY, NJ 08401 | $100K |
| THE HIC GROUP EIN 46-1122630 NONE | Insurance services Service code 23 | 4960 NE 27TH AVENUE LIGHTHOUSE POINT, FL 33064 | $96K |
| JACOBSON, GOLDFARB AND SCOTT, INC EIN 22-1813004 NONE | Insurance services Service code 23 | 101 CRAWFORDS CORNER ROAD, SUITE 13 HOLMDEL, NJ 07733 | $88K |
| MONICA MURRAY EIN 23-0133315 NONE | Insurance services Service code 23 | 44 PARK DRIVE OAKLAND, NJ 07436 | $85K |
| COASTAL FINANCIAL GROUP EIN 22-3211956 NONE | Insurance services Service code 23 | 150 RIVER ROAD MONTVILLE, NJ 07045 | $78K |
| CLARKE INSURANCE AGENCY, INC EIN 22-2280260 NONE | Insurance services Service code 23 | 211 HIGH STREET MOUNT HOLLY, NJ 08060 | $78K |
| HUB INTERNATIONAL NORTHEAST LIMITED EIN 13-3621603 NONE | Insurance services Service code 23 | 1393 VETERANS MEMORIAL HIGHWAY HAUPPAUGE, NY 11788 | $64K |
| BOYNTON & BOYNTON EIN 22-3186181 NONE | Insurance services Service code 23 | 21 CEDAR AVE RED BANK, NJ 07704 | $63K |
| GUARDIAN LIFE INSURANCE CO. EIN 13-5123390 NONE | Insurance services Service code 23 | 3900 BURGESS PLACE BETHLEHEM, PA 07004 | $63K |
| DELTA DENTAL PLAN OF NJ NONE | Insurance services Service code 23 | 1639 ROUTE 10 PARSIPPANY, NJ 07054 | $62K |
| SHORE BENEFITS BROKERAGE LLC EIN 22-3798942 NONE | Insurance services Service code 23 | 4 INTERLAKEN DRIVE INTERLAKEN, NJ 07712 | $62K |
| NEW AGENCY PARTNERS, LLC EIN 20-0892918 NONE | Insurance services Service code 23 | 99 CHERRY HILL ROAD, SUITE 200 PARSIPPANY, NJ 07054 | $61K |
| BLUE OCEAN BENEFITS EIN 27-3673005 NONE | Insurance services Service code 23 | 10 DRS JAMES PARKER BLVD, SUITE 201 RED BANK, NJ 07701 | $61K |
| CBIZ BENEFITS INS SERVICES INC EIN 31-1582098 NONE | Insurance services Service code 23 | 700 WEST 47TH STREET, SUITE 1100 KANSAS CITY, MO 64112 | $59K |
| MARSH & MCLENNAN AGENCY, LLC EIN 26-3237576 NONE | Insurance services Service code 23 | PARK 80 W, PLAZA TWO 250 PEHLE AVE SADDLE BROOK, NJ 07663 | $56K |
| THE STRATFORD FINANCIAL GROUP, INC EIN 22-3485819 NONE | Insurance services Service code 23 | 271 ROUTE 46 WEST, SUITE G-206 FAIRFIELD, NJ 07004 | $53K |
| CORPORATE STAR, LLC EIN 22-3693883 NONE | Insurance services Service code 23 | 901 WEST MAIN STREET, SUITE 307 FREEHOLD, NJ 07728 | $53K |
| ANTHONY S CUPO AGENCY EIN 13-5606118 NONE | Insurance services Service code 23 | 50 MOUNT PROSPECT AVE CLIFTON, NJ 07013 | $52K |
| DILIGENT CORPORATION EIN 26-1189601 NONE | Insurance services Service code 23 | 1385 BROADWAY 19TH FLOOR NEW YORK, NY 10018 | $52K |
| STRATEGIC UNDERWRITING SOLUTIONS EIN 20-5848687 NONE | Insurance services Service code 23 | 2593 DEVELOPMENT DRIVE, SUITE 200 GREEN BAY, WI 54311 | $49K |
| KENNETH J CHIELLINI EIN 14-8624932 NONE | Insurance services Service code 23 | 562 FALETTI WAY RIVER VALE, NJ 07675 | $47K |
| STATE OF NEW JERSEY DIV OF TAXATION NONE | Insurance services Service code 23 | PO BOX 282 TRENTON, NJ 086460282 | $44K |
| NORTHEAST PROFESSIONAL PLANNING GRP EIN 22-3349752 NONE | Insurance services Service code 23 | 355 LEXINGTON AVENUE, 22ND FLOOR RED BANK, NJ 07701 | $41K |
| HENRY O. BAKER, INC. EIN 22-0750880 NONE | Insurance services Service code 23 | 7 S. WARREN ST. DOVER, NJ 07801 | $40K |
| IOA NORTHEAST INC EIN 27-2818442 NONE | Insurance services Service code 23 | 1451 ROUTE 34, SUITE 100 FARMINGDALE, NJ 07727 | $40K |
| INTEGRATIVE HEALTH & BENEFIT SOLUTI EIN 84-2718599 NONE | Insurance services Service code 23 | 14 CAROL PLACE FREEHOLD, NJ 07728 | $32K |
| WITHUMSMITH+BROWN NONE | Accounting (including auditing) Service code 10 | 506 CARNEGIE CENTER # 400 PRINCETON, NJ 08540 | $31K |
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 | 18,460 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 18,460 | Active + retired/separated + beneficiaries. No dependents. |
No Schedule A insurance contracts on this filing — typical of fully self-funded plans, where the only headcount is the Form 5500 number above.
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."
Multiple-employer welfare arrangement. Specific regulatory and compliance context; specific consultant niche.