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 |
|---|---|---|---|
| MICHAEL HOLZKNECHT EIN 51-0170643 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | 1406 BLONDELL AVE, 2ND FL BRONX, NY 10461 | $179K |
| KENNETH DELANLY EIN 51-0170643 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | 1406 BLONDELL AVE, 2ND FL BRONX, NY 10461 | $28K |
| PROSKAUER ROSE LLP EIN 13-1840454 NONE | Legal; Direct payment from the plan Service code 29 | 11 TIMES SQUARE NEW YORK, NY 10036 | $25K |
| BOYD WATTERSON ASSET MANAGEMENT LLC EIN 34-1922005 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | 1301 E 19TH STREET CLEVLAND, OH 44114 | $12K |
| FITZSIMMONS ABRAMS, LLP EIN 13-2858927 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | 7600 JERICHO TPKE STE 210 WOODBURY, NY 11797 | $9K |
| REYNOLDS CONSULTING SERVICES EIN 20-1899564 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | 25 NEWBRIDGE RD HICKSVILLE, NY 11801 | $9K |
| AMALGAMATED BANK EIN 13-4920330 NONE | Investment management fees paid directly by plan; Custodial (securities); Investment management fees paid indirectly by plan Service code 19 | 275 7TH AVENUE NEW YORK, NY 10001 | $4K |
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 | 822 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 822 | 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."
No prospect flags tripped on this filing.