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 COMPANY NONE | Insurance services Service code 23 | 450 SANSOME STREET, 4TH FLOOR SAN FRANCISCO, CA 94111 | $7.2M |
| AETNA EIN 06-6033492 NONE | Insurance services Service code 23 | PO BOX 88863 CHICAGO, IL 606951863 | $4.7M |
| CONCORD MANAGEMENT RESOURCES EIN 82-2339246 NONE | Plan Administrator Service code 14 | 399 CAMPUS DRIVE SUITE 300, FLOOR 3 SOMERSET, NJ 08873 | $4.7M |
| EMERSON, REID & CO. INC. EIN 13-3938007 NONE | Insurance agents and brokers Service code 22 | 3669 RIVER DRIVE CENTER II SUITE 305 ELMWOOD PARK, NJ 07407 | $891K |
| GENOVA BURNS, LLC EIN 22-2940404 NONE | Legal Service code 29 | 494 BROAD STREET NEWARK, NJ 07102 | $634K |
| CENTERSTONE INSURANCE & FINANCIAL EIN 95-4018229 NONE | Insurance agents and brokers Service code 22 | 12404 PARK CENTRAL DRIVE SUITE 400S DALLAS, TX 75251 | $574K |
| SAVOY ASSOCIATES EIN 22-1930954 NONE | Insurance agents and brokers Service code 22 | 25B HANOVER RD FLORHAM PARK, NJ 07932 | $528K |
| MARTIN INSURANCE SERVICES INC EIN 22-3569421 NONE | Insurance agents and brokers Service code 22 | 259 PROSPECT PLAINS ROAD BLDG F, SUITE 110 CRANBURY, NJ 08512 | $436K |
| KISTLER TIFFANY BENEFITS EIN 23-3021992 NONE | Insurance agents and brokers Service code 22 | 400 BERWYN PARK SUITE 200 899 CASSATT ROAD BERWYN, PA 19312 | $401K |
| PRUDENTRX, LLC EIN 84-4560702 NONE | Insurance services Service code 23 | 3820 NORTHDALE BLVD. SUITE 311-A TAMPA, FL 33624 | $373K |
| AAJ TECHNOLOGIES EIN 65-0762524 NONE | Insurance services Service code 23 | 500 W CYPRESS CREEK RD SUITE 570 FORT LAUDERDALE, FL 33309 | $336K |
| HCP NATIONAL INSURANCE SERVICES EIN 68-0491934 NONE | Consulting (general) Service code 16 | 16A JOURNEY, SUITE 150 ALISO VIEJO, CA 92656 | $244K |
| WINDSOR STRATEGY PARTNERS, INC EIN 81-0912547 NONE | Consulting (general) Service code 16 | 777 ALEXANDER RD SUITE 201 PRINCETON, NJ 08540 | $243K |
| AP BENEFIT ADVISORS/ASSURED PARTNER EIN 30-0837157 NONE | Insurance agents and brokers Service code 22 | 718 RIVER ROAD FAIR HAVEN, NJ 07704 | $223K |
| O.C.A. BENEFIT SERVICES, LLC EIN 27-2517292 NONE | Insurance services Service code 23 | 3705 QUAKERBRIDGE ROAD SUITE 216 MERCERVILLE, NJ 08619 | $148K |
| PROFESSIONAL GROUP PLANS EIN 11-3144545 NONE | Insurance agents and brokers Service code 22 | PO BOX 21219 NEW YORK, NY 100871219 | $94K |
| FNA INSURANCE SERVICES, INC. EIN 46-4101382 NONE | Insurance agents and brokers Service code 22 | 1000 WOODBURY LANE SUITE 403 WOODBURY, NY 11797 | $87K |
| THE PREFERRED CLIENT GROUP, LLC EIN 22-3894479 NONE | Insurance agents and brokers Service code 22 | 11 FOWLER DRIVE WEST ORANGE, NJ 07052 | $76K |
| COOPER LEVENSON EIN 22-1971679 NONE | Consulting (general) Service code 16 | 1125 ATLANTIC AVENUE ATLANTIC CITY, NJ 08401 | $70K |
| GUARDIAN LIFE INSURANCE CO. EIN 13-5123390 NONE | Insurance services Service code 23 | PO BOX 824404 PHILADELPHIA, PA 191824404 | $67K |
| STERLING INSURANCE CONCEPTS EIN 60-0000335 NONE | Insurance agents and brokers Service code 22 | 902 EAST COUNTY LINE ROAD LAKEWOOD, NJ 08701 | $65K |
| MEEKER SHARKEY ASSOC. LLC EIN 20-8890610 NONE | Insurance agents and brokers Service code 22 | 21 COMMERCE DRIVE SUITE 200 CRANFORD, NJ 07016 | $51K |
| THE HIC GROUP EIN 46-1122630 NONE | Insurance agents and brokers Service code 22 | 4960 NE 27TH AVENUE LIGHTHOUSE POINT, FL 33064 | $34K |
| COASTAL FINANCIAL GROUP EIN 22-3211956 NONE | Insurance agents and brokers Service code 22 | 150 RIVER ROAD SUITE E3 MONTVILLE, NJ 07045 | $33K |
| WITHUMSMITH+BROWN EIN 22-2027092 NONE | Accounting (including auditing) Service code 10 | 506 CARNEGIE CENTER # 400 PRINCETON, NJ 08540 | $33K |
| MONICA CRISTINA MURRAY EIN 23-0133315 NONE | Insurance agents and brokers Service code 22 | 33506 WINDCREST ESTATES BOULEVARD MAGNOLA, TX 77354 | $32K |
| JACOBSON, GOLDFARB AND SCOTT, INC EIN 22-1813004 NONE | Insurance agents and brokers Service code 22 | 101 CRAWFORDS CORNER ROAD SUITE 1300 HOLMDEL, NJ 07733 | $29K |
| DELTA DENTAL NONE | Insurance services Service code 23 | 1639 RTE 10 PARSIPPANY, NJ 07054 | $27K |
| DEERWALK, INC EIN 26-4710932 NONE | Insurance services Service code 23 | 430 BEDFORD STREET, SUITE 175 LEXINGTON, MA 02420 | $27K |
| BLUE OCEAN BENEFITS EIN 27-3673005 NONE | Insurance agents and brokers Service code 22 | 1971 STATE HWY 34 SUITE 202 WALL, NJ 07719 | $27K |
| THE STRATFORD FINANCIAL GROUP, INC. EIN 22-3485819 NONE | Insurance agents and brokers Service code 22 | 271 ROUTE 46 WEST SUITE G-206 FAIRFIELD, NJ 07004 | $26K |
| NEW AGENCY PARTNERS, LLC EIN 20-0892918 NONE | Insurance agents and brokers Service code 22 | 20 WATERVIEW BLVD SUITE 401 PARSIPPANY, NJ 07054 | $26K |
| KENNETH J CHIELLINI EIN 14-8624932 NONE | Insurance agents and brokers Service code 22 | 249 ROCKLAND AVENUE RIVER VALE, NJ 07675 | $25K |
| BOYNTON & BOYNTON EIN 22-3186181 NONE | Insurance agents and brokers Service code 22 | 21 CEDAR AVE RED BANK, NJ 07704 | $23K |
| CHADLER SOLUTIONS EIN 22-3331262 NONE | Insurance agents and brokers Service code 22 | 100 PASSAIC AVE SUITE 120 FAIRFIELD, NJ 07004 | $22K |
| HENRY O. BAKER, INC. EIN 22-0750880 NONE | Insurance agents and brokers Service code 22 | 7 S. WARREN ST. DOVER, NJ 07801 | $19K |
| SHORE BENEFITS BROKERAGE LLC EIN 22-3798942 NONE | Insurance agents and brokers Service code 22 | 4 INTERLAKEN DRIVE INTERLAKEN, NJ 07712 | $19K |
| IOA NORTHEAST INC EIN 27-2818442 NONE | Insurance agents and brokers Service code 22 | 1451 ROUTE 34 SUITE 100 FARMINGDALE, NJ 07727 | $19K |
| DILIGENT CORPORATION EIN 26-1189601 NONE | Insurance services Service code 23 | 1385 BROADWAY 19TH FLOOR NEW YORK, NY 10018 | $18K |
| INTEGRATIVE HEALTH & BENEFIT SOLUTI EIN 84-2718599 NONE | Insurance agents and brokers Service code 22 | 14 CAROL PLACE FREEHOLD, NJ 07728 | $17K |
| MARSH & MCLENNAN AGENCY, LLC EIN 26-3237576 NONE | Insurance agents and brokers Service code 22 | 250 PEHLE AVENUE, SUITE 400 PARK 80 WEST, PLAZA TWO SADDLE BROOK, NJ 07663 | $17K |
| NORTHEAST PROFESSIONAL PLANNING GRP EIN 22-3349752 NONE | Insurance agents and brokers Service code 22 | 494 SYCAMORE AVENUE SHREWSBURY, NJ 07702 | $16K |
| J.D. MOSCHITTO & ASSOCIATES, INC. EIN 11-3477677 NONE | Insurance agents and brokers Service code 22 | 2 LYON PLACE WHITE PLAINS, NY 10601 | $15K |
| INNOVATIVE CAPTIVE STRATEGIES LLC EIN 26-2763468 NONE | Insurance agents and brokers Service code 22 | 2727 GRAND PRAIRIE PARKWAY WAUKEE, IA 50263 | $13K |
| CONNER STRONG & BUCKELEW COMPANIES EIN 21-0718159 NONE | Insurance agents and brokers Service code 22 | PO BOX 99106 CAMDEN, NJ 08101 | $13K |
| STEPHEN BARTSCH EIN 15-5603556 NONE | Insurance agents and brokers Service code 22 | 364 PARSIPPANY ROAD SUITE 10B PARSIPPANY, NJ 07054 | $13K |
| CLARKE INSURANCE AGENCY, INC EIN 22-2280260 NONE | Insurance agents and brokers Service code 22 | 211 HIGH STREET MOUNT HOLLY, NJ 08060 | $13K |
| CBIZ BENEFITS INS SERVICES INC EIN 31-1582098 NONE | Insurance agents and brokers Service code 22 | PO BOX 632886 CINCINNATI, OH 452632886 | $13K |
| HUB INTERNATIONAL NORTHEAST LIMITED EIN 13-3621603 NONE | Insurance agents and brokers Service code 22 | 1393 VETERANS MEMORIAL HIGHWAY SUITE 210N HAUPPAUGE, NY 11788 | $13K |
| JAMES DAWSON/DAWSON BENEFITS EIN 22-3544455 NONE | Insurance agents and brokers Service code 22 | 24 TORTON ROAD NAHWAH, NJ 07430 | $12K |
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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 0 | 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.