| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CORPORATE SYNERGIES GROUP LLC3 | SUITE 200 2 AQUARIUM DR SUITE 200 CAMDEN, NJ 08103 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $14K | — | $14K | 7.84% |
| IMG5 | 2960 NORTH MERIDIAN STREET INDIANAPOLIS, IN 46208 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | — | $41 | $41 | 0.02% |
| CORPORATE SYNERGIES GROUP LLC3 | 2 AQUARIUM DR, SUITE 200 CAMDEN, NJ 08103 | FIRST UNUM LIFE INSURANCE COMPANY | $3K | $1K | $5K | 13.45% |
| CORPORATE SYNERGIES GROUP LLC3 | 2 RIVERSIDE DR STE 200 CAMDEN, NJ 08103 | AFLAC | $1K | — | $1K | 5.76% |
| MERIDA CARLO CORP3 | AND VARIOUS AGENTS 2105 30TH DR APT 4H ASTORIA, NY 11102 | AFLAC | $1K | $42 | $1K | 5.11% |
| GEORGE BLAIR WEILER3 | 64 HILLTOP DR MANHASSET, NY 11030 | AFLAC | $529 | $42 | $571 | 2.63% |
| COURTENAY LEE AMERLING3 | 26 THE TERRACE KATONAH, NY 10536 | AFLAC | $355 | $148 | $503 | 2.32% |
| ANALIA EMILCE ROOS3 | 5 FLAMINGO LN HUNTINGTON, NY 11743 | AFLAC | $242 | $116 | $358 | 1.65% |
| CORPORATE SYNERGIES GROUP LLC3 Filed as: CORPORATE SYNERGIES GROUP INC | 2 PARK AVE FL 20 NEW YORK, NY 10016 | AFLAC | $313 | — | $313 | 1.44% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 40 MARCUS DR FL 3 MELVILLE, NY 11747 | AFLAC | $267 | — | $267 | 1.23% |
| CORPORATE SYNERGIES GROUP LLC3 | 2 RIVERSIDE DR STE 200 CAMDEN, NJ 08103 | AFLAC | $935 | — | $935 | 7.98% |
| GEORGE BLAIR WEILER3 | 64 HILLTOP DR MANHASSET, NY 11030 | AFLAC | $692 | $180 | $872 | 7.44% |
| MJ INSURANCE3 Filed as: SHAUN T KONIOR AND VARIOUS AGENTS | 100 NW 62ND ST STE 1020 FT LAUDERDALE, FL 33309 | AFLAC | $395 | $37 | $432 | 3.69% |
| COURTENAY LEE AMERLING3 | 26 THE TERRACE KATONAH, NY 10536 | AFLAC | $152 | $67 | $219 | 1.87% |
| CORPORATE SYNERGIES GROUP LLC3 Filed as: CORPORATE SYNERGIES GROUP INC | 2 PARK AVE FL 20 NEW YORK, NY 10016 | AFLAC | $141 | — | $141 | 1.20% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 40 MARCUS DR FL 3 MELVILLE, NY 11747 | AFLAC | $96 | — | $96 | 0.82% |
| MERIDA CARLO CORP3 | 2105 30TH DR APT 4H ASTORIA, NY 11102 | AFLAC | $89 | — | $89 | 0.76% |
| CORPORATE SYNERGIES GROUP LLC3 Filed as: CORPORATE SYNERGIES LLC | 2 RIVERSIDE DR STE 200 CAMDEN, NJ 08103 | AFLAC | $574 | — | $574 | 10.39% |
| BLAIR G WEILER3 Filed as: BLAIR WEILER | 64 HILLTOP DR MANHASSET, NY 11030 | AFLAC | $565 | — | $565 | 10.23% |
| MERIDA CARLO CORP3 Filed as: MERIDA CARLO | 2105 30TH DR APT 4H ASTORIA, NY 11102 | AFLAC | $223 | — | $223 | 4.04% |
| SHAUN T KONIOR3 Filed as: SHAUN KONIOR | 100 NW 62ND ST STE 1020 FT LAUDERDALE, FL 33309 | AFLAC | $50 | — | $50 | 0.90% |
| ANTHONY ORGERA3 | 35 PINELAWN RD STE 190 MELVILLE, NY 11747 | AFLAC | $31 | — | $31 | 0.56% |
| CORPORATE SYNERGIES GROUP LLC3 | 2 AQUARIUM DR, SUITE 200 CAMDEN, NJ 08103 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $38 | — | $38 | 1.25% |
No Schedule C service providers reported on this filing.
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 | 203 | 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) | 203 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(2 contracts, 2 carriers) | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 243 | $213K |
| Short-term disability(2 contracts, 2 carriers) | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 243 | $213K |
| Long-term disability | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 243 | $179K |
| Other(6 contracts, 4 carriers) | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 243 | $255K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 243 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.