| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CORPORATE SYNERGIES GROUP LLC3 Filed as: CORPORATE SYNERGIES GROUP, INC. | 2 AQUARIUM DR STE 200 CAMDEN, NJ 081031000 | KAISER FOUNDATION HEALTH PLAN INC | $144K | — | $144K | 3.23% |
| CORPORATE SYNERGIES GROUP LLC3 | 2 AQUARIUM DRIVE SUITE 200 CAMDEN, NJ 08103 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $3K | $105K | $108K | 3.88% |
| CORPORATE SYNERGIES GROUP LLC3 Filed as: CORPORATE SYNERGIES GROUP, LLC | PO BOX 734751 SUITE 100 MT. LAUREL, NJ 08054 | PREMIER ACCESS INSURANCE COMPANY | $7K | — | $7K | 2.11% |
| CORPORATE SYNERGIES GROUP LLC3 | 2 AQUARIUM DR STE 200 CAMDEN, NJ 08103 | HARTFORD LIFE AND ACCIDENT | $31K | $4K | $34K | 11.53% |
| CORPORATE SYNERGIES GROUP LLC3 Filed as: CORPORATE SYNERGIES GROUP, LLC | 2 AQUARIUM DR STE 200 CAMDEN, NJ 081031000 | VISION SERVICE PLAN | $2K | — | $2K | 3.70% |
| SPHEREC GROUP LLC3 | 388 BRIDGE ST APT 34G BROOKLYN, NY 11201 | AFLAC | $618 | — | $618 | 2.77% |
| ANTHONY S ALMODOVAR3 Filed as: ANTHONY R ORGERA INC | 35 PINELAWN RD STE 190 MELVILLE, NY 11747 | AFLAC | $358 | — | $358 | 1.60% |
| ANDREW J SCHLOSSMAN3 | 20 WATER GRANT ST APT 660 YONKERS, NY 10701 | AFLAC | $329 | — | $329 | 1.47% |
| CORPORATE SYNERGIES GROUP LLC3 Filed as: CORPORATE SYNERGIES GROUP INC | 2 PARK AVE FL 20 NEW YORK, NY 10016 | AFLAC | $228 | — | $228 | 1.02% |
| GIANA M COURT3 | 544 VAN BUREN ST #1 BROOKLYN, NY 11221 | AFLAC | $118 | — | $118 | 0.53% |
| GEORGE BLAIR WEILER3 | 64 HILLTOP DR MANHASSET, NY 11030 | AFLAC | $50 | — | $50 | 0.22% |
| MJ INSURANCE3 Filed as: KIMIHIRO OGUSU AND VARIOUS AGENTS | 102 W 29TH ST NEW YORK, NY 10001 | AFLAC | $35 | — | $35 | 0.16% |
| VINCENT BRIAN VOLLMAR3 | 777 COMMERCIAL ST SE STE 20 SALEM, OR 97301 | AFLAC | $57 | — | $57 | 1.65% |
| MJ INSURANCE3 Filed as: ALICIA J MATSON AND VARIOUS AGENTS | 6027 ROLLETTI DR SE SALEM, OR 97306 | AFLAC | $54 | — | $54 | 1.56% |
| ANDREW J SCHLOSSMAN3 | 20 WATER GRANT ST APT 660 YONKERS, NY 10701 | AFLAC | $45 | — | $45 | 1.30% |
| TYLER VAUGHN3 | 4018 EMERSON COVE DR SPRING, TX 77386 | AFLAC | $41 | — | $41 | 1.18% |
| AARON M MORTLOCK3 | 15921 N FRANKLIN ST SPOKANE, WA 99208 | AFLAC | $24 | — | $24 | 0.69% |
| DEBRA L SCHMIDT3 | PO BOX 131682 SPRING, TX 77393 | AFLAC | $16 | — | $16 | 0.46% |
| DEREK SOMMERS3 | 311 NW 25TH ST BATTLE GROUND, WA 98604 | AFLAC | $15 | — | $15 | 0.43% |
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 | 680 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 682 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 588 | $7.2M |
| Dental | PREMIER ACCESS INSURANCE COMPANY | 664 | $329K |
| Vision(2 contracts, 2 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 327 | $2.8M |
| Life insurance | HARTFORD LIFE AND ACCIDENT | 680 | $299K |
| Short-term disability | HARTFORD LIFE AND ACCIDENT | 680 | $299K |
| Long-term disability | HARTFORD LIFE AND ACCIDENT | 680 | $299K |
| Other(3 contracts, 2 carriers) | HARTFORD LIFE AND ACCIDENT | 680 | $324K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 680 | — |
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."
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.