| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CONNER STRONG & BUCKELEW3 | TRIAD1828 CENTRE 2 COOPER STREET, P.O. BOX 99106 CAMDEN, NJ 08101 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $10K | $10K | 3.84% |
| LAWRENCE COLIN KENNEY3 | 107 W CENTENNIAL DRIVE MEDFORD, NJ 08055 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $59K | — | $59K | 27.18% |
| ASHLEY KIEHNER3 Filed as: ASHLEY FRANCES KIEHNER | 107 W CENTENNIAL DRIVE MEDFORD, NJ 08055 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $38K | $48 | $38K | 17.37% |
| LISA A PERRI3 | 755 ROUTE 70 EAST MARLTON, NJ 08053 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $21K | $7K | $28K | 13.02% |
| LAUREN ASHLEY PERRI3 | 775 ROUTE 70 EAST MARLTON, NJ 08053 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9K | $2K | $11K | 5.00% |
| MORGAN PERRI3 | 23 VOM EIGEN DR MORRISTOWN, NJ 08960 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $957 | $5K | 2.45% |
| TAYLOR LEIGH PERRI3 | 100 MOUNTAINVIEW ROAD MOUNT LAUREL, NJ 08054 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $794 | $5K | 2.37% |
| CONNER STRONG & BUCKELEW3 | TRIAD1828 CENTRE 2 COOPER STREET, P.O. BOX 99106 CAMDEN, NJ 08101 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $4K | $4K | 4.02% |
| CONNER STRONG & BUCKELEW3 | TRIAD1828 CENTRE 2 COOPER STREET, P.O. BOX 99106 CAMDEN, NJ 08101 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $3K | $3K | 4.01% |
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 | 1,209 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 5 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,214 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(6 contracts, 3 carriers) | INDEPENDENCE BLUE CROSS - KEYSTONE HEALTH PLAN EAST INC. | 902 | $12.6M |
| Dental | DELTA DENTAL OF PENNSYLVANIA | 1,587 | $367K |
| Vision(6 contracts, 3 carriers) | INDEPENDENCE BLUE CROSS - KEYSTONE HEALTH PLAN EAST INC. | 902 | $12.6M |
| Life insurance(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 1,209 | $306K |
| Short-term disability(2 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 1,138 | $482K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 606 | $63K |
| Prescription drug(6 contracts, 3 carriers) | INDEPENDENCE BLUE CROSS - KEYSTONE HEALTH PLAN EAST INC. | 902 | $12.6M |
| Other(7 contracts, 4 carriers) | INDEPENDENCE BLUE CROSS - KEYSTONE HEALTH PLAN EAST INC. | 1,209 | $13.0M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,587 | — |
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.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.