| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MEREDITH STANTON3 | 316 WOODLAWN TERRACE COLLINGSWOOD, NJ 08108 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15K | $2K | $17K | 6.77% |
| JULIA GEORGE3 | 160 MERION AVENUE NARBERTH, PA 19072 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $4K | $6K | 2.55% |
| LISA A PERRI3 | 775 ROUTE 70 EAST MARLTON, NJ 08053 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | — | $5K | 1.94% |
| KATHLEEN MURRAY-BARRETT3 | 1002 LAURENCE DRIVE BLUE BELL, PA 19422 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $1K | $3K | 1.25% |
| STEVIE KIRCHER3 | 109 MIDDLESEX STREET GLOUCESTER CITY, NJ 08030 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $187 | $3K | 1.15% |
| MICHAEL J PERRI3 | 775 ROUTE 70 EAST MARLTON, NJ 08053 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | — | $1K | 0.47% |
| B & C CONSULTING LLC3 Filed as: MJ CONSULTING GROUP | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $713 | — | $713 | 0.29% |
| KEVIN STANTON3 | 1405 CHEWS LANDING ROAD LAUREL SPRINGS, NJ 08021 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $538 | — | $538 | 0.22% |
| WILLIAM GARDNER EICHHORN3 | 3450 CHAPEL CREEK CIRCLE WESLEY CHAPEL, FL 33544 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $477 | — | $477 | 0.19% |
| PAMELA E JONES3 | 55 SHORELINE DRIVE COLUMBIA, SC 29229 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $191 | $52 | $243 | 0.10% |
| BETH ANN PETRONE3 Filed as: BETH A. PETRONE | 9209 KUNKELS MILL ROAD KEMPTON, PA 19529 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $202 | $28 | $230 | 0.09% |
| JILL R LAMBERT3 Filed as: JILL DICE-MALGIER | 17 MIDBRIDGE DRIVE MOUNT LAUREL, NJ 08055 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $203 | — | $203 | 0.08% |
| AC INSURANCE SERVICES LLC3 Filed as: AC INSURANCE SERVICES, LLC | 2077 MW 111TH TERRACE CORAL SPRINGS, FL 33071 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $73 | $40 | $113 | 0.05% |
| JOSHUA CARMEN CARFAGNO3 | 8233 WILSON STREET PHILADELPHIA, PA 19149 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $73 | $6 | $79 | 0.03% |
| JACK ALBERT MARTIN3 | 268 EAST END CENTER WILKES BARRE, PA 18702 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | $64 | $72 | 0.03% |
| NORTH EAST EMPIRE INC3 Filed as: NORTH EAST EMPIRE, INC. | 268 EAST END CENTER WILKES BARRE, PA 18702 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $23 | $46 | $69 | 0.03% |
| JULIANE D BERRY3 | 5 CLUSTER ROAD COLUMBIA, SC 29210 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $59 | — | $59 | 0.02% |
| CLARK INSURANCE3 Filed as: THE CLARK GROUP | 589 WINDMERE DRIVE LEXINGTON, SC 29072 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $20 | $24 | $44 | 0.02% |
| REBEKAH RUCH3 | 1700 SULLIVAN TRAIL, #323 EASTON, PA 18040 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $42 | $1 | $43 | 0.02% |
| KIM REED SMITH3 Filed as: KIM HAIST | 803 RALSTON DRIVE MOUNT LAUREL, NJ 08054 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $41 | — | $41 | 0.02% |
| ADVANCED BENEFIT SYSTEM INC3 | 25 SEVEN FARMS DRIVE DANIEL ISLAND, SC 29492 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | $7 | $14 | 0.01% |
| BENECHOICE ENROLLMENT SOLUTIONS3 | 1574 LITITZ PIKE LANCASTER, PA 17601 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | $3 | $9 | 0.00% |
| TAYLOR LEIGH PERRI3 | 775 EAST ROUTE 70 MARLTON, NJ 08053 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | — | $7 | 0.00% |
| DONALD B FAULKNER SR3 | 612 IVY GREEN LANE IRMO, SC 29063 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.00% |
| JESSIE R CAPLEY3 | 1716 STILWATER DRIVE COLUMBIA, SC 29212 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| HEALTHGRAM INC3 Filed as: HEALTHGRAM, INC. | 8731 RED OAK BOULEVARD CHARLOTTE, NC 28217 | MONY LIFE INSURANCE COMPANY OF AMERICA | $9K | — | $9K | 13.41% |
| NORTH AMERICAN BENEFITS COMPANY5 Filed as: NORTH AMERICAN BENEFITS CO | 20 VALLEY STREAM PARKWAY, SUITE 310 MALVERN, PA 19355 | MADISON NATIONAL LIFE INSURANCE COMPANY | — | $8K | $8K | 14.00% |
| HEALTHGRAM INC3 Filed as: HEALTHGRAM, INC. | 8731 RED OAK BOULEVARD CHARLOTTE, NC 28217 | MADISON NATIONAL LIFE INSURANCE COMPANY | $4K | — | $4K | 6.41% |
| HEALTHGRAM INC3 | 8731 RED OAK BOULEVARD CHARLOTTE, NC 282173984 | AMERITAS LIFE INSURANCE CORP | $2K | — | $2K | 6.47% |
| MEREDITH STANTON3 | 316 WOODLAWN TERRACE COLLINGSWOOD, NJ 08108 | THE PAUL REVERE LIFE INSURANCE COMPANY | $399 | $144 | $543 | 38.32% |
| STEVIE KIRCHER3 | 109 MIDDLESEX STREET GLOUCESTER CITY, NJ 08030 | THE PAUL REVERE LIFE INSURANCE COMPANY | $233 | $19 | $252 | 17.78% |
| B & C CONSULTING LLC3 Filed as: MJ CONSULTING GROUP | — | THE PAUL REVERE LIFE INSURANCE COMPANY | $62 | — | $62 | 4.38% |
| JULIA GEORGE3 | 775 NJ 70 MARLTON, NJ 08053 | THE PAUL REVERE LIFE INSURANCE COMPANY | $23 | $28 | $51 | 3.60% |
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 | 274 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 278 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | AMERITAS LIFE INSURANCE CORP | 411 | $28K |
| Life insurance | MONY LIFE INSURANCE COMPANY OF AMERICA | 280 | $68K |
| Short-term disability(2 contracts, 2 carriers) | MADISON NATIONAL LIFE INSURANCE COMPANY | 117 | $61K |
| Long-term disability | MONY LIFE INSURANCE COMPANY OF AMERICA | 280 | $68K |
| Other | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 125 | $250K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 411 | — |
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.