| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CONNER STRONG & BUCKELEW3 | 401 ROUTE 73 NORTH P.O. BOX 989 MARLTON, NJ 08053 | AMERIHEALTH INSURANCE COMPANY | $27K | — | $27K | 4.08% |
| CONNER STRONG & BUCKELEW3 | 401 ROUTE 73 NORTH P.O. BOX 989 MARLTON, NJ 08053 | OXFORD HEALTH INSURANCE, INC. | $7K | — | $7K | 5.05% |
| CONNER STRONG & BUCKELEW3 | 401 ROUTE 73 NORTH P.O. BOX 989 MARLTON, NJ 08053 | AETNA | $2K | — | $2K | 6.35% |
| CONNER STRONG & BUCKELEW3 | 401 ROUTE 73 NORTH P.O. BOX 989 MARLTON, NJ 08053 | KANAWHA INSURANCE COMPANY (HUMANA) | $3K | — | $3K | 22.52% |
| SCARLET RODRIGUEZ3 | 1935 CHESTNUT ST APT 2F PHILADELPHIA, PA 19103 | AFLAC | $348 | — | $348 | 3.05% |
| RANDOLPH HAMILTON3 | 2116 MAGNOLIA CT CINNAMINSON, NJ 08077 | AFLAC | $297 | — | $297 | 2.60% |
| CONNER STRONG & BUCKELEW3 | 401 ROUTE 73 NORTH P.O. BOX 989 MARLTON, NJ 08053 | AFLAC | $191 | — | $191 | 1.67% |
| CIRO ABRIL3 | 18 BRACKEN CT HOWELL, NJ 07731 | AFLAC | $183 | — | $183 | 1.60% |
| DARLENE S DILLON3 | 282 SHELL ROAD CARNEYS POINT, NJ 08069 | AFLAC | $174 | — | $174 | 1.52% |
| GERALD D KNOTT SR3 | 2113 TRIMBLE RD EDGEWOOD, MD 21040 | AFLAC | $79 | — | $79 | 0.69% |
| ANGELA T HAMILTON3 | 2116 MAGNOLIA COURT CINNAMINSON, NJ 08077 | AFLAC | $63 | — | $63 | 0.55% |
| ELLEN M CRAWFORD3 | P.O. BOX 42155 TOWSON, MD 21284 | AFLAC | $42 | — | $42 | 0.37% |
| VICTOR M VELEZ3 | 401 CUMBRIAN COURT WEST CHESTER, PA 19382 | AFLAC | $30 | — | $30 | 0.26% |
| DOMINICK VIETRI3 | 502 WASHINGTON AVE STE 600 TOWSON, MD 21204 | AFLAC | $26 | — | $26 | 0.23% |
| PATRICIA DOXZEN3 Filed as: PATRICIA L DOXZEN | 11504 SAINT DAVIDS LN LUTHERVILLE, MD 21093 | AFLAC | $26 | — | $26 | 0.23% |
| ERIC R MACDOUGALL3 Filed as: ERIC MACDOUGALL & ASSOC INC | ONE NESHAMINY INTERPLEX SUITE 201 TREVOSE, PA 19053 | AFLAC | $23 | — | $23 | 0.20% |
| ANGELA MASSARELLI3 | 30 WATERFRONT WAY HAMMONTON, NJ 08037 | AFLAC | $20 | — | $20 | 0.18% |
| RACHEL PENNINGTON3 | 16 WESTMINSTER DR BERLIN, MD 21811 | AFLAC | $16 | — | $16 | 0.14% |
| CAROLYN E MORRISON3 | 108 PARKSIDE CT LEXINGTON, SC 29072 | AFLAC | $16 | — | $16 | 0.14% |
| JOSE A SCHIENEMAN3 | 1881 S CARRIAGE LN CHANDLER, AZ 85286 | AFLAC | $14 | — | $14 | 0.12% |
| CAROLYN E MORRISON3 | 55 EAST END AVENUE CARNEYS POINT, NJ 08069 | AFLAC | $11 | — | $11 | 0.10% |
| MATTHEW G BERGER3 | 22 SUNNYRIDGE RD PHILADELPHIA, PA 19125 | AFLAC | $11 | — | $11 | 0.10% |
| THOMAS J POPPERT3 | 1001 RAY COSTIN WAY UNIT 1601 MURRELLS INLET, SC 29576 | AFLAC | $6 | — | $6 | 0.05% |
| CONNER STRONG & BUCKELEW3 | 401 ROUTE 73 NORTH P.O. 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) | AMERIHEALTH INSURANCE COMPANY | 142 | $786K |
| Dental | AETNA | 84 | $35K |
| Vision | NATIONAL VISION ADMINISTRATORS, L.L.C. | 107 | $6K |
| Life insurance(2 contracts, 2 carriers) | KANAWHA INSURANCE COMPANY (HUMANA) | 162 | $26K |
| Prescription drug(2 contracts, 2 carriers) | AMERIHEALTH INSURANCE COMPANY | 142 | $786K |
| Other(2 contracts, 2 carriers) | KANAWHA INSURANCE COMPANY (HUMANA) | 162 | $26K |
| 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.