| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CORPORATE SYNERGIES GROUP LLC3 Filed as: CORPORATE SYNERGIES GROUP, LLC | 5000 DEARBORN CIRCLE, SUITE 100 MOUNT LAUREL, NJ 08054 | HIGHMARK DELAWARE | $48K | $0 | $48K | 3.32% |
| CORPORATE SYNERGIES GROUP LLC3 Filed as: CORPORATE SYNERGIES GROUP, LLC | 2 AQUARIUM DRIVE, SUITE 200 CAMDEN, NJ 08103 | METROPOLITAN LIFE INSURANCE COMPANY | $21K | $5K | $26K | 11.85% |
| CORPORATE SYNERGIES GROUP LLC3 Filed as: CORPORATE SYNERGIES GROUP, LLC | 5000 DEARBORN CIRCLE, SUITE 100 MOUNT LAUREL, NJ 08054 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $6K | $0 | $6K | 7.47% |
| MICHAEL J PERRI3 Filed as: MICHAEL J. PERRI | 775 ROUTE 70 EAST MARLTON, NJ 08053 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $4K | $838 | $5K | 6.71% |
| LISA A PERRI3 Filed as: LISA A. PERRI | 775 ROUTE 70 EAST MARLTON, NJ 08053 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $449 | $2K | 2.53% |
| TAYLOR LEIGH PERRI3 | 775 EAST ROUTE 70 MARLTON, NJ 08053 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $248 | $2K | 2.05% |
| MJ INSURANCE3 Filed as: MORGAN PERRI AND VARIOUS AGENTS | 40 LEXINGTON CIRCLE MARLTON, NJ 08053 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $157 | $1K | 1.74% |
| SARAH WEYMOUTH3 Filed as: SARAH E. PERCHESKI | 2 GEORGETOWN ROAD CARNEYS POINT, NJ 08069 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $687 | $70 | $757 | 0.96% |
| LANCE A BRADLEY3 Filed as: LANCE A. BRADLEY | 2028 MOUNT VERNON CIRCLE HARRISBURG, PA 17110 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $477 | $69 | $546 | 0.70% |
| CORPORATE SYNERGIES GROUP LLC3 Filed as: CORPORATE SYNERGIES GROUP, LLC | 2 AQUARIUM DRIVE, SUITE 200 CAMDEN, NJ 08103 | VISION SERVICE PLAN | $1K | $0 | $1K | 4.79% |
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 | 211 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 215 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | HIGHMARK DELAWARE | 233 | $1.4M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 319 | $221K |
| Vision | VISION SERVICE PLAN | 172 | $28K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 319 | $221K |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 319 | $221K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 319 | $221K |
| Prescription drug | HIGHMARK DELAWARE | 233 | $1.4M |
| Other(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 319 | $299K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 319 | — |
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.