| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ENROLLEASE3 Filed as: KATZ PIERZ INC | 413 MARLTON PIKE EAST SUITE 100 CHERRY HILL, NJ 080342483 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | — | $68K | $68K | 7.13% |
| ENROLLEASE3 Filed as: KATZ PIERZ INC | 413 MARLTON PIKE EAST SUITE 100 CHERRY HILL, NJ 080342483 | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $9K | — | $9K | 7.87% |
| ADVANCED BENEFIT CONCEPTS OF CHERRY3 | 700 E GATE DR STE 115 MOUNT LAUREL, NJ 08054 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $6K | $4K | $10K | 22.06% |
| KISTLER TIFFANY BENEFITS3 Filed as: KISTLER TIFFANY BENEFITS GEN. AGCNY | 400 BERWYN PARK STE 200899 BERWYN, PA 19312 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $340 | — | $340 | 0.77% |
| ENROLLEASE3 Filed as: ONEDIGITAL PREMIER SERVICES LLC | 400 BERWYN PARK STE 200 BERWYN, PA 19312 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $142 | $142 | 0.32% |
| ENROLLEASE3 Filed as: KATZ PIERZ INC | 413 MARLTON PIKE EAST CHERRY HILL, NJ 08034 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | — | $4K | 9.34% |
| SPENCER BARRETT3 Filed as: SPENCER M BROAD | 16 PANORANA COURT MT. LAUREL, NJ 08054 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $12 | $1K | 2.74% |
| LISA A PERRI3 | 775 ROUTE 70 EAST MARLTON, NJ 08053 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $480 | $78 | $558 | 1.48% |
| LAUREN ASHLEY PERRI3 | 775 ROUTE 70 EAST MARLTON, NJ 08053 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $408 | $39 | $447 | 1.19% |
| TAYLOR LEIGH PERRI3 | 100 MOUNTAINVIEW ROAD MOUNT LAUREL, NJ 08054 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $403 | — | $403 | 1.07% |
| KYLE BINDER3 | 138 DUTCH RD EVESHAM, NJ 08053 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $276 | $7 | $283 | 0.75% |
| MELISSA ARMATIS3 Filed as: MELISSA PATRICIA BINDER | 775 EAST ROUTE 70 SUITE F-100 MARLTON, NJ 08053 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $90 | — | $90 | 0.24% |
| ADVANCED BENEFIT CONCEPTS OF CHERRY3 | 700 E GATE DR STE 115 MOUNT LAUREL, NJ 08054 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | $3K | $7K | 21.53% |
| KISTLER TIFFANY BENEFITS3 Filed as: KISTLER TIFFANY BENEFITS GEN. AGCNY | 400 BERWYN PARK STE 200899 BERWYN, PA 19312 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $296 | — | $296 | 0.90% |
| ENROLLEASE3 Filed as: ONEDIGITAL PREMIER SERVICES LLC | 400 BERWYN PARK STE 200 BERWYN, PA 19312 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $123 | $123 | 0.38% |
| ADVANCED BENEFIT CONCEPTS OF CHERRY3 | 700 E GATE DR STE 115 MOUNT LAUREL, NJ 08054 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $741 | $2K | 20.46% |
| KISTLER TIFFANY BENEFITS3 Filed as: KISTLER TIFFANY BENEFITS GEN. AGCNY | 400 BERWYN PARK STE 200899 BERWYN, PA 19312 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $97 | — | $97 | 0.86% |
| ENROLLEASE3 Filed as: ONEDIGITAL PREMIER SERVICES LLC | 400 BERWYN PARK STE 200 BERWYN, PA 19312 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $41 | $41 | 0.36% |
| ENROLLEASE3 Filed as: KATZ PIERZ INC. | 413 MARLTON PIKE EAST CHERRY HILL, NJ 08034 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $466 | — | $466 | 15.67% |
| SPENCER BARRETT3 Filed as: SPENCER M BROAD | 16 PANORANA COURT MT. LAUREL, NJ 08054 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $123 | — | $123 | 4.14% |
| LISA A PERRI3 | 775 ROUTE 70 EAST MARLTON, NJ 08053 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $58 | $2 | $60 | 2.02% |
| TAYLOR LEIGH PERRI3 | 100 MOUNTAINVIEW ROAD MOUNT LAUREL, NJ 08054 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $54 | — | $54 | 1.82% |
| LAUREN ASHLEY PERRI3 | 775 ROUTE 70 EAST MARLTON, NJ 08053 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $50 | $2 | $52 | 1.75% |
| KYLE BINDER3 | 138 DUTCH RD EVESHAM, NJ 08053 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $20 | $0 | $20 | 0.67% |
| MELISSA ARMATIS3 Filed as: MELISSA PATRICIA BINDER | 775 EAST ROUTE 70 SUITE F-100 MARLTON, NJ 08053 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13 | — | $13 | 0.44% |
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 | 217 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 220 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 158 | $998K |
| Dental | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | 137 | $110K |
| Vision | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | 137 | $110K |
| Life insurance(4 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 217 | $96K |
| Short-term disability(2 contracts) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 36 | $41K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 77 | $33K |
| Other(4 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 217 | $96K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 217 | — |
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.