| 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 AND AFFILIATES | $7K | — | $7K | 7.81% |
| KISTLER TIFFANY BENEFITS3 Filed as: KISTLER TIFFANY BENEFITS GEN. AGCNY | 400 BERWYN PARK STE 200899 BERWYN, PA 19312 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $3K | $7K | 20.81% |
| ENROLLEASE3 Filed as: ONEDIGITAL PREMIER SERVICES LLC | 400 BERWYN PARK STE 200 BERWYN, PA 19312 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $2K | $2K | 5.00% |
| ENROLLEASE3 Filed as: KATZ PIERZ INC. | 413 MARLTON PIKE EAST CHERRY HILL, NJ 08034 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $291 | $3K | 7.95% |
| SPENCER BARRETT3 Filed as: SPENCER M BROAD | 16 PANARAMA COURT MT. LAUREL, NJ 08054 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $28 | $1K | 3.74% |
| TAYLOR LEIGH PERRI3 | 100 MOUNTAINVIEW ROAD MOUNT LAUREL, NJ 08054 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $888 | $70 | $958 | 2.79% |
| LISA A PERRI3 | 775 ROUTE 70 E STE F100 MARLTON, NJ 08053 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $537 | $202 | $739 | 2.15% |
| WORLD INSURANCE ASSOCIATES LLC3 | 100 WOOD AVE SOUTH 4TH FL ISELIN, NJ 08830 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $688 | — | $688 | 2.00% |
| LAUREN ASHLEY PERRI3 | 775 ROUTE 70 E STE F100 MARLTON, NJ 08053 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $440 | $77 | $517 | 1.50% |
| MELISSA ARMATIS3 Filed as: MELISSA PATRICIA BINDER | 775 ROUTE 70 E STE F100 MARLTON, NJ 08053 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $79 | — | $79 | 0.23% |
| KYLE BINDER3 | 138 DUTCH RD EVESHAM, NJ 08053 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $60 | $1 | $61 | 0.18% |
| KISTLER TIFFANY BENEFITS3 Filed as: KISTLER TIFFANY BENEFITS GEN. AGCNY | 400 BERWYN PARK STE 200899 BERWYN, PA 19312 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $2K | $6K | 20.55% |
| ENROLLEASE3 Filed as: ONEDIGITAL PREMIER SERVICES LLC | 400 BERWYN PARK STE 200 BERWYN, PA 19312 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $1K | $1K | 5.00% |
| KISTLER TIFFANY BENEFITS3 Filed as: KISTLER TIFFANY BENEFITS GEN. AGCNY | 400 BERWYN PARK STE 200899 BERWYN, PA 19312 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $794 | $2K | 21.12% |
| ENROLLEASE3 Filed as: ONEDIGITAL PREMIER SERVICES LLC | 400 BERWYN PARK STE 200 BERWYN, PA 19312 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $435 | $435 | 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 | 188 | 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) | 190 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 34 | $34K |
| Dental | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | 118 | $90K |
| Vision | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | 118 | $90K |
| Life insurance(3 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 188 | $78K |
| Short-term disability | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 34 | $34K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 67 | $27K |
| Other(3 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 188 | $78K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 188 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.