Filings through .
History & trajectory Charts need 2 or more years. This plan has 3 years on file. Pro shows premium, premium per covered life, covered lives and carrier and broker share for every year.
See pricingNo prospect flags tripped on this filing.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
| Carrier | Coverage | Premium |
|---|---|---|
Life | Life |
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 1 contract with Pro. Pro is free for 7 days and then costs $49 a month.
These benefits are declared on the Form 5500 main form. A ✓ means the benefit also has a Schedule A insurance contract. Without one, plan assets or a Schedule C TPA fund the benefit.
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 406 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 255 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 2 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 663 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | RELIASTAR LIFE INSURANCE COMPANY OF NEW YORK / VOYA FINANCIAL | 3 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3 | - |
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 instead of this filer's headcount. We show the row, but it does not count the people in this plan.
Brokers paid through Schedule A and service providers paid through Schedule C.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC EIN 47-1411118 NONE | Investment advisory (plan); Direct payment from the plan; Investment advisory (participants) Service code 26 | — | $72K |
| NYHART EIN 35-0966414 NONE | Direct payment from the plan; Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant communication Service code 15 | — | $26K |
| NEWPORT GROUP INC EIN 27-2037969 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping fees; Participant communication Service code 15 | — | $26K |
| MORGAN STANLEY GLOBAL NONE | Investment advisory (participants); Direct payment from the plan; Investment advisory (plan) Service code 26 | 1300 THAMES STREET WHARF BALTIMORE, MD 21231 | $24K |
| DIRECT ADVISORS LLC NONE | Investment advisory (participants); Direct payment from the plan; Investment advisory (plan) Service code 26 | 14 PLAZA DRIVE STE 102 LATHAM, NY 12110 | $18K |
| CHARLES SCHWAB TRUST BANK EIN 82-3967259 NONE | Trustee (bank, trust company, or similar financial institution); Direct payment from the plan Service code 21 | — | $9K |
This section shows how the plan is funded and what that means for risk.
Welfare charges, retention and retention rate (the carrier margin on this plan) are on Pro.
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3 filings · 2023 to 2025