| 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. | $37K | — | $37K | 4.60% |
| 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 | $31K | $22K | $53K | 17.12% |
| CORPORATE SYNERGIES GROUP LLC3 Filed as: CORPORATE SYNERGIES, INC | 1200 LIBERTY RIDGE DR STE 120 WAYNE, PA 19087 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $22K | $22K | 7.12% |
| 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 | $26K | $3K | $29K | 11.35% |
| CORPORATE SYNERGIES GROUP LLC3 Filed as: CORPORATE SYNERGIES, INC | 1200 LIBERTY RIDGE DR STE 120 WAYNE, PA 19087 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $3K | $3K | 1.35% |
| 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 | $6K | — | $6K | 5.31% |
| SVETLANA ZEITLIN3 | 1020 N DELAWARE AVE FLOOR 4 PHILADELPHIA, PA 19125 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3K | — | $3K | 2.68% |
| RUSSELL L. DAYVAULT3 Filed as: RUSSELL L DAYVAULT | 2777 MEADOWVIEW COURT TARPON SPRINGS, FL 34688 | CONTINENTAL AMERICAN INSURANCE COMPANY | $998 | — | $998 | 0.83% |
| BONNIE J BORDEN3 | 55 E END AVE CARNEYS POINT, NJ 080692249 | CONTINENTAL AMERICAN INSURANCE COMPANY | $943 | — | $943 | 0.79% |
| DARLENE S DILLON3 | 20 WOODSIDE ROAD LEXINGTON, SC 29072 | CONTINENTAL AMERICAN INSURANCE COMPANY | $367 | — | $367 | 0.31% |
| ANDREW J JUNIKIEWICZ JR3 Filed as: ANDREW J JUNIKIEWICZ | 22 BROOK HOLLOW DR SINKING SPRING, PA 19608 | CONTINENTAL AMERICAN INSURANCE COMPANY | $331 | — | $331 | 0.28% |
| LAUNCHPAD BENEFITS SOLUTIONS LLC3 Filed as: LAUNCHPAD BENEFITS SOLUTIONS, LLC | 529 FAYETTE ST SUITE 202 CONSHOHOCKEN, PA 19428 | CONTINENTAL AMERICAN INSURANCE COMPANY | $123 | — | $123 | 0.10% |
| MATTHEW T O'HANLON3 | 529 FAYETTE ST SUITE 202 CONSHOHOCKEN, PA 19428 | CONTINENTAL AMERICAN INSURANCE COMPANY | $122 | — | $122 | 0.10% |
| MARIO VALORI3 | 605 MARLTON PIKE W SUITE 1 CHERRY HILL, NJ 08002 | CONTINENTAL AMERICAN INSURANCE COMPANY | $5 | — | $5 | 0.00% |
| CORPORATE SYNERGIES GROUP LLC3 Filed as: CORPORATE SYNERGIES, INC. | THE FERRY TERMINAL BUILDING 2 AQUARIUM LOOP DRIVE, 2ND FLOOR CAMDEN, NJ 08103 | CAREBRIDGE CORPORATION | $2K | — | $2K | 4.25% |
| 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) | $15K | — | $15K | 45.25% |
| 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 | $2K | $242 | $3K | 11.01% |
| CORPORATE SYNERGIES GROUP LLC3 Filed as: CORPORATE SYNERGIES, INC | 1200 LIBERTY RIDGE DR STE 120 WAYNE, PA 19087 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $242 | $242 | 1.01% |
| 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 | $628 | — | $628 | 3.83% |
| MICHAEL J PERRI3 Filed as: MICHAEL J. PERRI | 775 ROUTE 70 EAST STE F100 MARLTON, NJ 08053 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $559 | $23 | $582 | 3.55% |
| LISA A PERRI3 Filed as: LISA A. PERRI | 775 ROUTE 70 EAST STE F100 MARLTON, NJ 08053 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $184 | $25 | $209 | 1.27% |
| MORGAN PERRI3 | 23 VOM EIGEN DR MORRISTOWN, NJ 07960 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $207 | — | $207 | 1.26% |
| TAYLOR LEIGH PERRI3 | 100 MOUNTAINVIEW ROAD MT. LAUREL, NJ 08054 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $159 | $7 | $166 | 1.01% |
| LAUREN ASHLEY PERRI3 | 775 ROUTE 70 E STE F100 MARLTON, NJ 08053 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15 | $7 | $22 | 0.13% |
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 | 2,454 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,456 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | CONTINENTAL AMERICAN INSURANCE COMPANY | 79 | $136K |
| Dental | DELTA DENTAL OF NEW JERSEY, INC. | 2,021 | $798K |
| Vision(4 contracts) | EYEMED VISION CARE (FIDELITY SECURITY LIFE INSURANCE COMPANY) | 1,105 | $147K |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 2,454 | $255K |
| Short-term disability | CONTINENTAL AMERICAN INSURANCE COMPANY | 79 | $120K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 2,454 | $311K |
| Other(6 contracts, 4 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 2,810 | $762K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,810 | — |
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.