| 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 | $14K | $3K | $16K | 9.61% |
| LISA A PERRI3 | 775 ROUTE 70 EAST MARLTON, NJ 08053 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $812 | $4K | 2.30% |
| TAYLOR LEIGH PERRI3 | 775 EAST ROUTE 70 MARLTON, NJ 08053 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $370 | $2K | 1.46% |
| KYLE BINDER3 | 230 HAMPSHIRE AVENUE AUDUBON, NJ 08106 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $101 | $2K | 1.07% |
| MORGAN PERRI3 | 40 LEXINGTON CIRCLE MARLTON, NJ 08053 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $120 | $1K | 0.79% |
| CORPORATE SYNERGIES GROUP LLC3 | 5000 DEARBORN CIRCLE MOUNT LAUREL, NJ 08054 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $0 | $1K | 0.69% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH AND BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $703 | $0 | $703 | 0.41% |
| JILL R LAMBERT3 Filed as: JILL DICE-MALGIER | 17 MIDBRIDGE DRIVE MEDFORD, NJ 08055 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $476 | $0 | $476 | 0.28% |
| MERRIDITH STANTON3 | 316 WOODLAWN TERRACE COLLINGSWOOD, NJ 08108 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $377 | $0 | $377 | 0.22% |
| MELISSA ARMATIS3 Filed as: MELISSA PATRICIA BINDER | 775 EAST ROUTE 70, SUITE F-100 MARLTON, NJ 08053 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $355 | $3 | $358 | 0.21% |
| KIM REED SMITH3 Filed as: KIM HAIST | 803 RALSTON DRIVE MOUNT LAUREL, NJ 08054 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $83 | $0 | $83 | 0.05% |
| SARAH WEYMOUTH3 Filed as: SARAH E. PERCHESKI | 2 GEORGETOWN ROAD CARNEYS POINT, NJ 08069 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $68 | $5 | $73 | 0.04% |
| WILLIAM E GOOD3 | 311 BOWIE STREET AUSTIN, TX 78703 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $61 | $0 | $61 | 0.04% |
| STEVIE KIRCHER3 | 109 MIDDLESEX STREET GLOUCESTER CITY, NJ 08030 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $55 | $0 | $55 | 0.03% |
| BARBARA BAROS3 Filed as: BARBARA B CARDELLICHIO | 3510 WISTERIA WAY COURT FAIRFAX, VA 22033 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | $0 | $7 | 0.00% |
| THORSEN GROUP INC3 Filed as: THORSEN GROUP, INC. | 129 ARBOR RIDGE DRIVE WARRINGTON, PA 18976 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | $0 | $6 | 0.00% |
| CHARLES T MCGLINN3 Filed as: CHARLES T. MCGLINN | 1249 FORGE ROAD CHERRY HILL, NJ 08034 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $0 | $3 | 0.00% |
| JAYNE A STALLINGS3 Filed as: JAYNE JENKINSON HARRIS | 6119 FOX POINT ROAD 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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 0 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 221 | $215K |
| Short-term disability(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 1,285 | $336K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 177 | $41K |
| Other(3 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 221 | $222K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,285 | — |
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.
Final-filing indicator set. Plan is winding down; don't waste sales effort here.