| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CONNER STRONG & BUCKELEW3 | 401 ROUTE 73 NORTH P.O. BOX 989 MARLTON, NJ 08053 | OXFORD HEALTH INSURANCE, INC. | $30K | — | $30K | 4.92% |
| CONNER STRONG & BUCKELEW3 | 401 ROUTE 73 NORTH PO BOX 989 MARLTON, NJ 08053 | HORIZON HEALTHCARE SERVICES, INC. | $5K | — | $5K | 3.77% |
| CONNER STRONG & BUCKELEW3 | 401 ROUTE 73 NORTH PO BOX 989 MARLTON, NJ 08053 | AETNA | $2K | — | $2K | 6.38% |
| CONNER STRONG & BUCKELEW3 | 401 ROUTE 73 NORTH PO BOX 989 MARLTON, NJ 08053 | KANAWHA INSURANCE COMPANY (HUMANA) | $485 | — | $485 | 3.36% |
| SCARLET RODRIGUEZ3 | 1935 CHESTNUT ST. APT 2F PHILADELPHIA, PA 19103 | AFLAC | $323 | — | $323 | 2.98% |
| RANDOLPH HAMILTON3 | 2116 MAGNOLIA CT. CINNAMINSON, NJ 08077 | AFLAC | $284 | — | $284 | 2.62% |
| DARLENE S DILLON3 | 282 SHELL ROAD CARNEYS POINT, NJ 08069 | AFLAC | $189 | — | $189 | 1.75% |
| CIRO ABRIL3 | 18 BRACKEN CT. HOWELL, NJ 07731 | AFLAC | $168 | — | $168 | 1.55% |
| ANGELA T HAMILTON3 Filed as: ANGELA T. HAMILTON | 2116 MAGNOLIA COURT CINNAMINSON, NJ 08077 | AFLAC | $58 | — | $58 | 0.54% |
| CONNER STRONG & BUCKELEW3 | 401 ROUTE 73 P.O. BOX 989 MARLTON, NJ 08053 | AFLAC | $57 | — | $57 | 0.53% |
| VICTOR M VELEZ3 | 401 CUMBRIAN COURT WEST CHESTER, PA 19382 | AFLAC | $49 | — | $49 | 0.45% |
| ALEXIS MIESES RODRIGUEZ3 | 524 W. LEHIGH AVE. PHILADELPHIA, PA 19133 | AFLAC | $30 | — | $30 | 0.28% |
| CAROLYN E MORRISON3 Filed as: CAROLYN E. MORRISON | 55 EAST END AVENUE CARNEYS POINT, NJ 08069 | AFLAC | $29 | — | $29 | 0.27% |
| JOSE A SCHIENEMAN3 Filed as: JOSE A. SCHIENEMAN | 1020 N. DELAWARE AVENUE 4TH FLOOR PHILADELPHIA, PA 19125 | AFLAC | $26 | — | $26 | 0.24% |
| ERIC R MACDOUGALL3 Filed as: ERIC MACDOUGALL & ASSOC. INC. | ONE NESHAMINY INTERPLEX SUITE 201 TREVOSE, PA 19053 | AFLAC | $21 | — | $21 | 0.19% |
| CAROLYN E MORRISON3 Filed as: CAROLYN E. ABERNATHY | 55 EAST END AVENUE CARNEYS POINT, NJ 08069 | AFLAC | $17 | — | $17 | 0.16% |
| MATTHEW G BERGER3 | 22 SUNNYRIDGE RD. SUITE 4 PHILADELPHIA, PA 19125 | AFLAC | $13 | — | $13 | 0.12% |
| EDIANA MARTINEZ3 | 927 N MAIN STREET STE. A6 PLEASANTVILLE, NJ 08232 | AFLAC | $11 | — | $11 | 0.10% |
| LARRY D DENNY3 Filed as: LARRY C. KENNEY | 900 LIBERTY PLACE SICKLERVILLE, NJ 08081 | AFLAC | $4 | — | $4 | 0.04% |
| ANGELA MASSARELLI3 | 30 WATERFRONT WAY HAMMONTON, NJ 08037 | AFLAC | $3 | — | $3 | 0.03% |
| THOMAS J POPPERT3 Filed as: THOMAS J. POPPERT | 1001 RAY COSTIN WAY UNIT 1601 MURRELLS INLET, SC 29576 | AFLAC | $1 | — | $1 | 0.01% |
| MG BERGER INC3 Filed as: MG BERGER INC. | 1020 N. DELAWARE AVE SUITE 4 PHILADELPHIA, PA 19125 | AFLAC | $1 | — | $1 | 0.01% |
| CONNER STRONG & BUCKELEW3 | 401 ROUTE 73 NORTH PO BOX 989 MARLTON, NJ 08053 | NATIONAL VISION ADMINISTRATORS, L.L.C. | $315 | — | $315 | 5.00% |
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 | 162 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 163 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | OXFORD HEALTH INSURANCE, INC. | 140 | $734K |
| Dental | AETNA | 81 | $34K |
| Vision | NATIONAL VISION ADMINISTRATORS, L.L.C. | 110 | $6K |
| Life insurance(2 contracts, 2 carriers) | KANAWHA INSURANCE COMPANY (HUMANA) | 162 | $25K |
| Prescription drug(2 contracts, 2 carriers) | OXFORD HEALTH INSURANCE, INC. | 140 | $734K |
| Other(2 contracts, 2 carriers) | KANAWHA INSURANCE COMPANY (HUMANA) | 162 | $25K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 162 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.