| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CORPORATE SYNERGIES GROUP LLC3 Filed as: CORPORATE SYNERGIES GROUP, LLC | 5000 DEARBORN CIRCLE MOUNT LAUREL, NJ 08054 | HIGHMARK DELAWARE | $51K | $0 | $51K | 3.17% |
| CORPORATE SYNERGIES GROUP LLC3 Filed as: CORPORATE SYNERGIES GROUP, LLC | 5000 DEARBORN CIRCLE, SUITE 100 MOUNT LAUREL, NJ 08054 | METROPOLITAN LIFE INSURANCE COMPANY | $12K | $5K | $17K | 11.04% |
| CORPORATE SYNERGIES GROUP LLC3 Filed as: CORPORATE SYNERGIES GROUP, LLC | 5000 DEARBORN CIRCLE, SUITE 100 MOUNT LAUREL, NJ 08054 | SUN LIFE ASSURANCE COMPANY OF CANADA | $12K | $0 | $12K | 13.00% |
| MICHAEL J PERRI3 Filed as: MICHAEL J. PERRI | 775 ROUTE 70 EAST MARLTON, NJ 08053 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | $3K | $9K | 10.45% |
| CORPORATE SYNERGIES GROUP LLC3 Filed as: CORPORATE SYNERGIES GROUP, LLC | 5000 DEARBORN CIRCLE, SUITE 100 MOUNT LAUREL, NJ 08054 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7K | $139 | $7K | 8.82% |
| LISA A PERRI3 Filed as: LISA A. PERRI | 775 ROUTE 70 EAST MARLTON, NJ 08053 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $714 | $3K | 3.03% |
| MJ INSURANCE3 Filed as: KENNETH SMITH AND VARIOUS AGENTS | 342 S. QUEEN STREET LANCASTER, PA 17603 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $122 | $2K | 2.30% |
| MORGAN PERRI3 | 40 LEXINGTON CIRCLE MARLTON, NJ 08053 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $202 | $2K | 1.89% |
| TAYLOR LEIGH PERRI3 | 775 EAST ROUTE 70 MARLTON, NJ 08053 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $892 | $141 | $1K | 1.24% |
| SARAH WEYMOUTH3 Filed as: SARAH E. PERCHESKI | 101 CORNELL DRIVE VOORHEES, NJ 08043 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $318 | $95 | $413 | 0.50% |
| CORPORATE SYNERGIES GROUP LLC3 Filed as: CORPORATE SYNERGIES GROUP, LLC | PO BOX 654118 DALLAS, TX 75265 | VISION SERVICE PLAN | $1K | $0 | $1K | 5.00% |
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 | 226 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 227 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | HIGHMARK DELAWARE | 322 | $1.6M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 405 | $152K |
| Vision | VISION SERVICE PLAN | 262 | $26K |
| Life insurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 226 | $93K |
| Short-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 226 | $93K |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 226 | $93K |
| Prescription drug | HIGHMARK DELAWARE | 322 | $1.6M |
| Other(2 contracts, 2 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 226 | $176K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 405 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.