| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS, LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | INDEPENDENCE BLUE CROSS - KEYSTONE HEALTH PLAN EAST INC. | — | $30K | $30K | 0.49% |
| CONNER STRONG & BUCKELEW3 | 401 ROUTE 73 NORTH P.O. BOX 989 MARLTON, NJ 08053 | INDEPENDENCE BLUE CROSS - KEYSTONE HEALTH PLAN EAST INC. | — | $19K | $19K | 0.30% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC | $43K | — | $43K | 3.60% |
| CONNER STRONG & BUCKELEW3 | 401 ROUTE 73 NORTH P.O. BOX 989 MARLTON, NJ 08053 | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC | $4K | — | $4K | 0.34% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH AND BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | DELTA DENTAL OF PENNSYLVANIA | $7K | — | $7K | 1.68% |
| CONNER STRONG & BUCKELEW3 | 401 ROUTE 73 NORTH P.O. BOX 989 MARLTON, NJ 08053 | DELTA DENTAL OF PENNSYLVANIA | $3K | — | $3K | 0.82% |
| ASHLEY KIEHNER3 | 900 LIBERTY PL SICKLERVILLE, NJ 08081 | AFLAC | $23K | $3K | $26K | 11.94% |
| ALLISON YOUNG3 | 784 CARTERET CT. MOUNT LAUREL, NJ 08054 | AFLAC | $6K | $715 | $7K | 3.18% |
| LARRY KENNY3 | 900 LIBERTY PL SICKLERVILLE, NJ 08081 | AFLAC | $6K | $698 | $7K | 3.10% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH AND BENEFITS LLC | P.O. BOX 310502 DES MOINES, IA 50331 | AFLAC | $3K | — | $3K | 1.20% |
| EDIANA MARTINEZ3 | 927 N MAIN ST. SUITE A6 PLEASANTVILLE, NJ 08232 | AFLAC | $2K | — | $2K | 1.11% |
| KAREN HARRIS3 | 229 BROAD ST. ELMER, NJ 08318 | AFLAC | $920 | $78 | $998 | 0.45% |
| ALBERT SHUST3 | 200 CENTENNIAL AVE. SUITE 105 PISCATAWAY, NJ 08854 | AFLAC | $605 | — | $605 | 0.27% |
| MAGDALY SANTOS3 | 900 LIBERTY PL. SICKLERVILLE, NJ 08081 | AFLAC | $464 | $125 | $589 | 0.27% |
| JUSTIN MAZE3 | 8 EMERY HILL CT. MARLTON, NJ 08053 | AFLAC | $242 | $287 | $529 | 0.24% |
| AMANDA M MERKL3 Filed as: AMANDA MERKL | 331 PRESTON AVE APT 1402 VOORHEES, NJ 08043 | AFLAC | $514 | $13 | $527 | 0.24% |
| DAVID HERNANDEZ3 | 3848 W. CARSON ST SUITE 110 TORRANCE, CA 90503 | AFLAC | $205 | $76 | $281 | 0.13% |
| MARIA NUNEZ3 | 37 N. END DR. SECAUCUS, NJ 07094 | AFLAC | $66 | $26 | $92 | 0.04% |
| CHRISTOPHER CHIACHETTI3 | 3 N. WASHINGTON AVE. VENTNOR CITY, NJ 08406 | AFLAC | $70 | — | $70 | 0.03% |
| BRIAN WHITE3 Filed as: BRIAN LEYPOLDT | 67 ALLISON PLACE EGG HARBOR TOWNSHIP, NJ 08234 | AFLAC | $65 | — | $65 | 0.03% |
| STEVEN R. JOHNSON3 Filed as: STEVEN JOHNSON | 6167 BRISTOL PKWY. SUITE 106 CULVER CITY, CA 90230 | AFLAC | $34 | $13 | $47 | 0.02% |
| WORTHAM SAN ANTONIO INC3 Filed as: JOHN PITUCH | 60 US HIGHWAY 46 FAIRFIELD, NJ 07004 | AFLAC | $43 | — | $43 | 0.02% |
| KEVIN A KELLEHER3 Filed as: KEVIN KEIHNER | 107 W. CENTENNIAL DR. MEDFORD, NJ 08055 | AFLAC | $38 | — | $38 | 0.02% |
| MICHAEL HENSH3 | 900 LIBERTY PLACE SICKLERVILLE, NJ 08081 | AFLAC | $29 | $5 | $34 | 0.02% |
| WORTHAM SAN ANTONIO INC3 Filed as: JOHN CAPOZZI | 254 CHAPMAN SUITE 203 NEWARK, DE 19702 | AFLAC | $27 | — | $27 | 0.01% |
| LINDA DUNFEE3 | 1241 ALMONESSON RD. DEPTFORD, NJ 08096 | AFLAC | $24 | — | $24 | 0.01% |
| STARDUST SANTIAGO3 | 3 BEDFORD DR. EGG HARBOR TOWNSHIP, NJ 08234 | AFLAC | $20 | — | $20 | 0.01% |
| THE WORKSITE GROUP LLC3 Filed as: WORKSITE BENEFITS LLC | 2643 120TH AVE. ALLEGAN, MI 49010 | AFLAC | $16 | $4 | $20 | 0.01% |
| TREVOR A SMALL3 Filed as: TREVOR SMALL | 3420 KENBROOKE CT. KALAMAZOO, MI 49006 | AFLAC | $16 | — | $16 | 0.01% |
| HYLANT GROUP INC3 Filed as: SHANNYN HYLAND | 276 N. HARVEY ST. PLYMOUTH, MI 48170 | AFLAC | $7 | — | $7 | 0.00% |
| ASHLEY KIEHNER3 | 900 LIBERTY PL SICKLERVILLE, NJ 08081 | AFLAC | $15K | $1K | $16K | 12.34% |
| LARRY KENNY3 | 900 LIBERTY PL SICKLERVILLE, NJ 08081 | AFLAC | $3K | $274 | $3K | 2.16% |
| ALISON YOUNG3 | 784 CARTERET CT. MOUNT LAUREL, NJ 08054 | AFLAC | $1K | $542 | $2K | 1.53% |
| LINDA DUNFEE3 | 1241 ALMONESSON RD. DEPTFORD, NJ 08096 | AFLAC | $2K | $14 | $2K | 1.35% |
| WORTHAM SAN ANTONIO INC3 Filed as: JOHN CAPOZZI | 254 CHAPMAN RD. SUITE 203 NEWARK, DE 19702 | AFLAC | $2K | — | $2K | 1.32% |
| EDIANA MARTINEZ3 | 927 N. MAIN ST. SUITE A6 PLEASANTVILLE, NJ 08232 | AFLAC | $1K | — | $1K | 0.83% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH AND BENEFITS LLC | P.O. BOX 310502 DES MOINES, IA 50331 | AFLAC | $474 | — | $474 | 0.36% |
| ALBERT SHUST3 | 200 CENTENNIAL AVENUE SUITE 105 PISCATAWAY, NJ 08854 | AFLAC | $261 | — | $261 | 0.20% |
| RICARDO OSEGUERA3 | 2217 PASADENA ST. SANTA ANA, CA 92705 | AFLAC | $191 | — | $191 | 0.15% |
| KAREN HARRIS3 | 229 BROAD ST. ELMER, NJ 08318 | AFLAC | $47 | $86 | $133 | 0.10% |
| AMANDA M MERKL3 Filed as: AMANDA MERKL | 331 PRESTON AVE. APT. 1402 VOORHEES, NJ 08043 | AFLAC | $45 | $74 | $119 | 0.09% |
| MAGDALY SANTOS3 | 900 LIBERTY PL SICKLERVILLE, NJ 08081 | AFLAC | $79 | — | $79 | 0.06% |
| CHRISTOPHER CHIACHETTI3 | 3 N. WASHINGTON AVE. VENTNOR CITY, NJ 08406 | AFLAC | $74 | — | $74 | 0.06% |
| DAVID HERNANDEZ3 | 3848 W. CARSON ST. SUITE 110 TORRANCE, CA 90503 | AFLAC | $55 | — | $55 | 0.04% |
| BRIAN WHITE3 Filed as: BRIAN LEYPOLDT | 67 ALLISON PL. EGG HARBOR TOWNSHIP, NJ 08234 | AFLAC | $46 | — | $46 | 0.04% |
| WORTHAM SAN ANTONIO INC3 Filed as: JOHN PITUCH | 60 US HIGHWAY 46 FAIRFIELD, NJ 07004 | AFLAC | $30 | — | $30 | 0.02% |
| JANICE ADAMSON3 | 495 E. RINCON ST. SUITE 212 CORONA, CA 92879 | AFLAC | $20 | — | $20 | 0.02% |
| DANIEL TYLER ADAMSON3 Filed as: DANIEL ADAMSON | 2700 N. MAIN ST. SUITE 601 SANTA ANA, CA 92705 | AFLAC | $19 | — | $19 | 0.01% |
| MARIA NUNEZ3 | 37 N. END DR. SECAUCUS, NJ 07094 | AFLAC | $13 | — | $13 | 0.01% |
| STEVEN R. JOHNSON3 Filed as: STEVEN JOHNSON | 6167 BRISTOL PKWY. SUITE 106 CULVER CITY, CA 90230 | AFLAC | $10 | — | $10 | 0.01% |
| MICHAEL HENSH3 | 900 LIBERTY PL SICKLERVILLE, NJ 08081 | AFLAC | $8 | — | $8 | 0.01% |
| TREVOR A SMALL3 Filed as: TREVOR SMALL | 3420 KENBROOKE CT. KALAMAZOO, MI 49006 | AFLAC | $4 | — | $4 | 0.00% |
| THE WORKSITE GROUP LLC3 Filed as: WORKSITE BENEFITS LLC | 2643 120TH AVE. ALLEGAN, MI 49010 | AFLAC | $3 | — | $3 | 0.00% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | $2K | $2K | $4K | 4.18% |
| CONNER STRONG & BUCKELEW3 | 401 ROUTE 73 NORTH P.O. BOX 989 MARLTON, NJ 08053 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | $3K | — | $3K | 2.96% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER & AND BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | $1K | $854 | $2K | 5.55% |
| CONNER STRONG & BUCKELEW3 | 401 ROUTE 73 NORTH P.O. BOX 989 MARLTON, NJ 08053 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | $2K | — | $2K | 5.25% |
| CONNER STRONG & BUCKELEW3 | 401 ROUTE 73 NORTH P.O. BOX 989 MARLTON, NJ 08053 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | $2K | — | $2K | 9.64% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | $2K | $507 | $2K | 8.91% |
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 | 1,221 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 7 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,228 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts, 5 carriers) | INDEPENDENCE BLUE CROSS - KEYSTONE HEALTH PLAN EAST INC. | 1,162 | $10.1M |
| Dental | DELTA DENTAL OF PENNSYLVANIA | 2,027 | $424K |
| Vision(4 contracts, 4 carriers) | INDEPENDENCE BLUE CROSS - KEYSTONE HEALTH PLAN EAST INC. | 1,162 | $10.0M |
| Life insurance(4 contracts, 3 carriers) | AETNA LIFE INSURANCE CO. | 1,289 | $689K |
| Short-term disability(4 contracts, 3 carriers) | AETNA LIFE INSURANCE CO. | 1,289 | $740K |
| Long-term disability(2 contracts, 2 carriers) | AETNA LIFE INSURANCE CO. | 1,289 | $319K |
| Prescription drug(4 contracts, 4 carriers) | INDEPENDENCE BLUE CROSS - KEYSTONE HEALTH PLAN EAST INC. | 1,162 | $10.0M |
| Other(5 contracts, 4 carriers) | AETNA LIFE INSURANCE CO. | 1,289 | $702K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,027 | — |
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."
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.