| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MICHAEL J PERRI3 Filed as: MICHAEL J. PERRI | 775 ROUTE 70 EAST MARLTON, NJ 08053 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15K | $10K | $24K | 14.83% |
| LISA A PERRI3 Filed as: LISA A. PERRI | 775 ROUTE 70 EAST MARLTON, NJ 08053 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $1K | $4K | 2.60% |
| TAYLOR LEIGH PERRI3 | 775 EAST ROUTE 70 MARLTON, NJ 08053 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $296 | $2K | 1.26% |
| MELISSA ARMATIS3 Filed as: MELISSA PATRICIA BINDER | 775 EAST ROUTE 70 SUITE F-100 MARLTON, NJ 08053 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $231 | $2K | 1.16% |
| CORPORATE SYNERGIES GROUP LLC3 | 5000 DEARBORN CIRCLE MT. LAUREL, NJ 08054 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $0 | $2K | 0.93% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $0 | $1K | 0.63% |
| KYLE BINDER3 | 230 HAMPSHIRE AVENUE AUDUBON, NJ 08106 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $667 | $261 | $928 | 0.57% |
| SARAH PERCHESKI3 | 101 CORNELL DR VOORHEES, NJ 08043 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $518 | $155 | $673 | 0.41% |
| JILL R LAMBERT3 Filed as: JILL DICE-MALGIER | 17 MIDBRIDGE DR MEDFORD, NJ 08055 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $593 | $0 | $593 | 0.36% |
| MERRIDITH STANTON3 | 316 WOODLAWN TERRACE COLLINGSWOOD, NJ 08108 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $439 | $0 | $439 | 0.27% |
| MORGAN PERRI3 | 40 LEXINGTON CIRCLE MARLTON, NJ 08053 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $354 | $37 | $391 | 0.24% |
| KIM REED SMITH3 Filed as: KIM HAIST | 803 RALSTON DRIVE MOUNT LAUREL, NJ 08054 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $114 | $0 | $114 | 0.07% |
| WILLIAM E GOOD3 Filed as: WILLIAM E. GOOD | 311 BOWIE STREET AUSTIN, TX 78703 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $95 | $0 | $95 | 0.06% |
| ARIANNA TRAVARELLI BURMEISTER3 Filed as: ARIANNA TRAVERELLI BURMEISTER | 1 DONS WAY SOUTHAMPTON, NJ 08088 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $93 | $0 | $93 | 0.06% |
| STEVIE KIRCHER3 | 109 MIDDLESEX ST GLOUCESTER CITY, NJ 08030 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $61 | $0 | $61 | 0.04% |
| CHARLES T MCGLINN3 Filed as: CHARLES T. MCGLINN | 1249 FORGE ROAD CHERRY HILL, NJ 08034 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $39 | $0 | $39 | 0.02% |
| BARBARA BAROS3 Filed as: BARBARA B. CARDELLICHIO | 3510 WISTERIA WAY COURT FAIRFAX, VA 22033 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | $0 | $8 | 0.00% |
| THORSEN GROUP INC3 Filed as: THORSEN GROUP INC. | 129 ARBOR RIDGE DRIVE WARRINGTON, PA 18976 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | $0 | $7 | 0.00% |
| JAYNE A STALLINGS3 Filed as: JAYNE JENKINSON HARRIS | 6119 FOX POINT RD FREDRICKSBURG, VA 22407 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $0 | $2 | 0.00% |
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 | 198 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 198 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 198 | $96K |
| Short-term disability | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 121 | $163K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 198 | $96K |
| Other(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 198 | $259K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 198 | — |
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.