| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CONNER STRONG & BUCKELEW3 Filed as: CONNER STRONG & BUCKELEW COMPANIES, | PO BOX 99106 401 ROUTE 73N STE300 CAMDEN, NJ 08101 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $22K | $22K | 1.97% |
| CONNER STRONG & BUCKELEW3 Filed as: CONNER STRONG & BUCKELEW COMPANIES | PO BOX 99106 401 ROUTE 73 N STE 300 CAMDEN, NJ 08101 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $4K | $4K | 1.77% |
| CONNER STRONG & BUCKELEW3 Filed as: CONNER STRONG & BUCKELEW COMPANIES | PO BOX 99106 401 ROUTE 73N STE 300 CAMDEN, NJ 08101 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $3K | $3K | 1.20% |
| CONNER STRONG & BUCKELEW3 Filed as: CONNER STRONG & BUCKELEW COMPANIES | PO BOX 99106 401 ROUTE 73 N STE300 CAMDEN, NJ 08101 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $4K | $4K | 2.36% |
| SMITH, THOMAS, CHRISTOPHER3 Filed as: SMITH, THOMAS | 798 BERRY RD PO BOX 40386 NASHVILLE, TN 37204 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $26K | $2K | $28K | 35.23% |
| CONNER STRONG & BUCKELEW3 Filed as: CONNER STRONG & BUCKELEW COMPANIES | PO BOX 99106 CAMDEN, NJ 08101 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $9K | — | $9K | 11.60% |
| IAA INSURANCE AGENCY INC3 | 1934 OLNEY AVE CHERRY HILL, NJ 08003 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $267 | — | $267 | 0.34% |
| CONNER STRONG & BUCKELEW3 Filed as: CONNER STRONG BUCKELEW CO INC | PO BOX 99106 CAMDEN, NJ 08102 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $11K | — | $11K | 14.72% |
| CONNER STRONG & BUCKELEW3 Filed as: CONNER STRONG BUCKELEW CO INC | PO BOX 99106 CAMDEN, NJ 08102 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $6K | — | $6K | 14.88% |
| CONNER STRONG & BUCKELEW3 Filed as: CONNER STRONG BUCKELEW CO INC | PO BOX 99106 CAMDEN, NJ 08102 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $6K | — | $6K | 14.95% |
| CONNER STRONG & BUCKELEW3 | TRIAD1828 CENTRE 2 COOPER STREET, P.O. BOX 99106 CAMDEN, NJ 08101 | COUNTRYWIDE ENTERPRISES, INC. | $4K | — | $4K | 10.00% |
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 | 1,650 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 16 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,666 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(2 contracts, 2 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 1,983 | $1.2M |
| Short-term disability(2 contracts, 2 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 343 | $309K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 814 | $183K |
| Other(9 contracts, 5 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 1,983 | $1.8M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,983 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.