| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CONNER STRONG & BUCKELEW3 Filed as: CONNER STRONG & BUCKELEW CO., INC. | 40 LAKE CENTER EXECUTIVE PARK MARLTON, NJ 08053 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | $69K | — | $69K | 9.14% |
| CONNER STRONG & BUCKELEW3 Filed as: CONNER STRONG & BUCKELEW CO., INC | 40 LAKE CENTER EXECUTIVE PARK MARLTON, NJ 08053 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | $57K | — | $57K | 7.70% |
| CONNER STRONG & BUCKELEW3 Filed as: CONNER STRONG & BUCKELEW CO., INC. | 40 LAKE CENTER EXECUTIVE PARK MARLTON, NJ 08053 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | $35K | — | $35K | 9.14% |
| CONNER STRONG & BUCKELEW3 Filed as: CONNER STRONG & BUCKELEW CO., INC | 40 LAKE CENTER EXECUTIVE PARK MARLTON, NJ 08053 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | $25K | — | $25K | 7.30% |
| CONNER STRONG & BUCKELEW3 Filed as: CONNER STRONG & BUCKELEW CO., INC | 40 LAKE CENTER EXECUTIVE PARK MARLTON, NJ 08053 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | $20K | — | $20K | 7.27% |
| CONNER STRONG & BUCKELEW3 Filed as: CONNER STRONG & BUCKELEW CO., INC. | 40 LAKE CENTER EXECUTIVE PARK MARLTON, NJ 08053 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | $1K | — | $1K | 6.42% |
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 | 3,771 | 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) | 3,771 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | 3,749 | $753K |
| Short-term disability(3 contracts) | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | 1,704 | $633K |
| Long-term disability | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | 1,459 | $381K |
| Other | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | 2,028 | $747K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,749 | — |
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.