| 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. | $41K | — | $41K | 5.43% |
| 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 | $27K | $20K | $47K | 17.39% |
| 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 | $17K | $3K | $20K | 11.65% |
| 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 | $4K | — | $4K | 4.15% |
| SVETLANA ZEITLIN3 | 1020 N DELAWARE AVE 4TH FL PHILADELPHIA, PA 19125 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 2.02% |
| RUSSELL L. DAYVAULT3 Filed as: RUSSELL L DAYVAULT | 2777 MEADOWVIEW COURT TARPON SPRINGS, FL 34688 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 1.23% |
| ANDREW J JUNIKIEWICZ JR3 Filed as: ANDREW J JUNIKIEWICZ | 22 BROOK HOLLOW DR SINKING SPRING, PA 19608 | CONTINENTAL AMERICAN INSURANCE COMPANY | $512 | — | $512 | 0.50% |
| MATTHEW T O'HANLON3 | 101 W ELM ST STE 420 CONSHOHOCKEN, PA 19428 | CONTINENTAL AMERICAN INSURANCE COMPANY | $236 | — | $236 | 0.23% |
| MARIO VALORI3 | 605 MARLTON PIKE W SUITE 1 CHERRY HILL, NJ 08002 | CONTINENTAL AMERICAN INSURANCE COMPANY | $80 | — | $80 | 0.08% |
| 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) | $16K | — | $16K | 43.84% |
| 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 | 5.00% |
| 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 | $797 | — | $797 | 3.24% |
| MICHAEL J PERRI3 Filed as: MICHAEL J. PERRI | 775 ROUTE 70 EAST MARLTON, NJ 08053 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $740 | — | $740 | 3.01% |
| MORGAN PERRI3 | 23 VOM EIGEN DR MORRISTOWN, NJ 07960 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $289 | — | $289 | 1.17% |
| LISA A PERRI3 Filed as: LISA A. PERRI | 775 ROUTE 70 EAST MARLTON, NJ 08053 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $249 | — | $249 | 1.01% |
| TAYLOR LEIGH PERRI3 | 100 MOUNTAINVIEW ROAD MT. LAUREL, NJ 08054 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $145 | — | $145 | 0.59% |
| 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 | $212 | $1K | 11.72% |
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 | 1,866 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 12 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,878 | 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. | 2,030 | $754K |
| Vision(4 contracts) | EYEMED VISION CARE (FIDELITY SECURITY LIFE INSURANCE COMPANY) | 1,328 | $142K |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 1,866 | $171K |
| Short-term disability | CONTINENTAL AMERICAN INSURANCE COMPANY | 164 | $102K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 1,866 | $271K |
| Other(6 contracts, 4 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 2,775 | $609K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,775 | — |
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.