| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CORPORATE SYNERGIES GROUP LLC3 Filed as: CORPORATE SYNERGIES, INC. | THE FERRY TERMINAL BUILDING 2 AQUARIUM LOOP DRIVE, 2ND FLOOR CAMDEN, NJ 08103 | DELTA DENTAL OF NEW JERSEY, INC. | $36K | — | $36K | 4.93% |
| CORPORATE SYNERGIES GROUP LLC3 Filed as: CORPORATE SYNERGIES, INC. | THE FERRY TERMINAL BUILDING 2 AQUARIUM LOOP DRIVE, 2ND FLOOR CAMDEN, NJ 08103 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $25K | — | $25K | 10.00% |
| CORPORATE SYNERGIES GROUP LLC3 Filed as: CORPORATE SYNERGIES, INC. | THE FERRY TERMINAL BUILDING 2 AQUARIUM LOOP DRIVE, 2ND FLOOR CAMDEN, NJ 08103 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $14K | — | $14K | 10.00% |
| CORPORATE SYNERGIES GROUP LLC3 Filed as: CORPORATE SYNERGIES,INC. | THE FERRY TERMINAL BUILDING 2 AQUARIUM LOOP DRIVE, 2ND FLOOR CAMDEN, NJ 08103 | CONTINENTAL AMERICAN INSURANCE COMPANY | $5K | — | $5K | 5.29% |
| SVETLANA ZEITLIN3 | 1020 N DELAWARE AVE 4TH FL PHILADELPHIA, PA 19125 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3K | — | $3K | 2.76% |
| RUSSELL L. DAYVAULT3 Filed as: RUSSELL L DAYVAULT | 2777 MEADOWVIEW COURT TARPON SPRINGS, FL 34688 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 1.58% |
| ANDREW J JUNIKIEWICZ JR3 Filed as: ANDREW J JUNIKIEWICZ | 22 BROOK HOLLOW DR SINKING SPRING, PA 19608 | CONTINENTAL AMERICAN INSURANCE COMPANY | $535 | — | $535 | 0.52% |
| MATTHEW T O'HANLON3 | 101 W ELM ST STE 420 CONSHOHOCKEN, PA 19428 | CONTINENTAL AMERICAN INSURANCE COMPANY | $379 | — | $379 | 0.37% |
| CORPORATE SYNERGIES GROUP LLC3 Filed as: CORPORATE SYNERGIES, INC. | THE FERRY TERMINAL BUILDING 2 AQUARIUM LOOP DRIVE, 2ND FLOOR CAMDEN, NJ 08103 | EYEMED VISION CARE (FIDELITY SECURITY LIFE INSURANCE COMPANY) | $14K | — | $14K | 44.27% |
| CONNER STRONG & BUCKELEW3 Filed as: CONNOR STRONG & BUCKELEW | TRIAD1828 CENTRE 2 COOPER STREET, P.O. BOX 99106 CAMDEN, NJ 08101 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $956 | — | $956 | 3.87% |
| MICHAEL J PERRI3 Filed as: MICHAEL J. PERRI | 775 ROUTE 70 EAST MARLTON, NJ 08053 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $888 | — | $888 | 3.59% |
| MORGAN PERRI3 | 23 VOM EIGEN DR MORRISTOWN, NJ 07960 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $346 | — | $346 | 1.40% |
| LISA A PERRI3 Filed as: LISA A. PERRI | 775 ROUTE 70 EAST MARLTON, NJ 08053 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $296 | — | $296 | 1.20% |
| TAYLOR LEIGH PERRI3 | 100 MOUNTAINVIEW ROAD MT. LAUREL, NJ 08054 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $176 | — | $176 | 0.71% |
| CORPORATE SYNERGIES GROUP LLC3 Filed as: CORPORATE SYNERGIES, INC. | THE FERRY TERMINAL BUILDING 2 AQUARIUM LOOP DRIVE, 2ND FLOOR CAMDEN, NJ 08103 | CAREBRIDGE CORPORATION | $1K | — | $1K | 7.14% |
| CORPORATE SYNERGIES GROUP LLC3 Filed as: CORPORATE SYNERGIES, INC. | THE FERRY TERMINAL BUILDING 2 AQUARIUM LOOP DRIVE, 2ND FLOOR CAMDEN, NJ 08103 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $1K | — | $1K | 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 | 2,128 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 17 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,145 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | CONTINENTAL AMERICAN INSURANCE COMPANY | 164 | $127K |
| Dental | DELTA DENTAL OF NEW JERSEY, INC. | 2,161 | $739K |
| Vision(4 contracts) | EYEMED VISION CARE (FIDELITY SECURITY LIFE INSURANCE COMPANY) | 1,303 | $131K |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 2,067 | $142K |
| Short-term disability | CONTINENTAL AMERICAN INSURANCE COMPANY | 164 | $103K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 2,067 | $254K |
| Other(5 contracts, 4 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 2,897 | $295K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,897 | — |
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.