| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| C2 CENTRIC LLC3 Filed as: C2 CENTRIC, LLC | P.O. BOX 6824 GRAND RAPIDS, MI 49516 | SUN LIFE ASSURANCE COMPANY OF CANADA | — | $2K | $2K | 0.32% |
| C2 CENTRIC LLC3 Filed as: C2 CENTRIC, LLC | P.O. BOX 6824 GRAND RAPIDS, MI 49516 | SUN LIFE ASSURANCE COMPANY OF CANADA | — | $2K | $2K | 0.37% |
| DARLENE S DILLON3 Filed as: DARLENE S. DILLON | 120 WOODSIDE RD LEXINGTON, SC 29072 | AFLAC | $512 | — | $512 | 1.74% |
| BONNIE J BORDEN3 | 5 E. END AVE CARNEYS POINT, NJ 08069 | AFLAC | $321 | — | $321 | 1.09% |
| ANNA REIS3 Filed as: ANNA M REIS | 5505A ADELAIDE DRIVE MOUNT LAUREL, NJ 08054 | AFLAC | $238 | — | $238 | 0.81% |
| ALAN F. STEIN3 Filed as: ALAN F STEIN | 133 GREENSWARD LANE CHERRY HILL, NJ 08002 | AFLAC | $231 | — | $231 | 0.79% |
| ROBERT C. BRENTARI3 Filed as: ROBERT C BRENTARI | 2 PRINCESS RD LAWRENCEVILLE, NJ 08648 | AFLAC | $164 | — | $164 | 0.56% |
| CAROLYN E MORRISON3 | 118 WOODSIDE RD LEXINGTON, SC 29072 | AFLAC | $93 | — | $93 | 0.32% |
| ANDREW J JUNIKIEWICZ JR3 Filed as: ANDREW J JUNKIEWICZ | 22 BROOK HOLLOW DR SINKING SPRING, PA 19608 | AFLAC | $93 | — | $93 | 0.32% |
| PETER A CARDILLO3 | 41936 COUNTY ROAD 452 LEESBURG, FL 34788 | AFLAC | $84 | — | $84 | 0.29% |
| LAUNCHPAD BENEFITS SOLUTIONS LLC3 | 529 FAYETTE STREET, STE 202 CONSHOHOCKEN, PA 19428 | AFLAC | $61 | — | $61 | 0.21% |
| JOSHUA PAUL GROUP INC3 | 17 OAK LN RANDOLPH, NJ 07869 | AFLAC | $56 | — | $56 | 0.19% |
| INNOVATIVE BENEFIT PLANNING, LLC3 Filed as: INNOVATIVE BENEFIT PLANNING LLC | 101 FOSTER RD MOORESTOWN, NJ 08057 | AFLAC | $42 | — | $42 | 0.14% |
| CONNER STRONG & BUCKELEW3 | TRIAD 1828 CENTRE 2 COOPER STREET, P.O. BOX 99106 CAMDEN, NJ 08101 | AFLAC | $36 | — | $36 | 0.12% |
| JOSE A SCHIENEMAN3 | 1881 S CARRIAGE LN CHANDLER, AZ 85286 | AFLAC | $20 | — | $20 | 0.07% |
| TARA MICHELLE D AGOSTINO3 Filed as: TARA MICHELLE D'AGOSTINO | 87A BOORAEM AVE JERSEY CITY, NJ 07307 | AFLAC | $18 | — | $18 | 0.06% |
| LORENZO V CUTAIA3 | 123 AZALEA LN EGG HARBOR TOWNSHIP, NJ 08234 | AFLAC | $16 | — | $16 | 0.05% |
| WORTHAM SAN ANTONIO INC3 Filed as: JOHN A PITUCH | P.O. BOX 335 SPARTA, NJ 07871 | AFLAC | $15 | — | $15 | 0.05% |
| ACRISURE LLC3 Filed as: ACRISURE WALL STREET PARTNERS LLC | 158 PRINTERS LN NEW LONDON, NC 28127 | AFLAC | $14 | — | $14 | 0.05% |
| ALBURT SHUST3 | 200 CETENNIAL AVE, STE 105 PISCATAWAY, NJ 08854 | AFLAC | $14 | — | $14 | 0.05% |
| EXSEPTIONAL SERVICES INC3 | 158 PRINTERS LN NEW LONDON, SC 28127 | AFLAC | $14 | — | $14 | 0.05% |
| DEBORAH S GOLDEN3 Filed as: DEBORAH L POPPERT | 1167 W BALTIMORE PIKE 239 MEDIA, PA 19063 | AFLAC | $6 | — | $6 | 0.02% |
| NANCY M ANDERSON3 | 11 CEDAR CT SOMERSPOINT, NJ 08244 | AFLAC | $3 | — | $3 | 0.01% |
| BRIAN M LEYPOLDT3 | 67 ALLISON PL EGG HARBOR TWP, NJ 08234 | AFLAC | $1 | — | $1 | 0.00% |
| CONNER STRONG & BUCKELEW3 | TRIAD 1828 CENTRE 2 COOPER STREET P.O. BOX 99106 CAMDEN, NJ 08101 | SUN LIFE ASSURANCE COMPANY OF CANADA | — | $364 | $364 | 1.39% |
| C2 CENTRIC LLC3 Filed as: C2 CENTRIC, LLC | P.O. BOX 6824 GRAND RAPIDS, MI 49516 | SUN LIFE ASSURANCE COMPANY OF CANADA | — | $85 | $85 | 0.32% |
| CONNER STRONG & BUCKELEW3 | TRIAD 1828 CENTRE 2 COOPER STREET P.O. BOX 99106 CAMDEN, NJ 08101 | SUN LIFE ASSURANCE COMPANY OF CANADA | — | $199 | $199 | 1.78% |
| C2 CENTRIC LLC3 Filed as: C2 CENTRIC, LLC | P.O. BOX 6824 GRAND RAPIDS, MI 49516 | SUN LIFE ASSURANCE COMPANY OF CANADA | — | $46 | $46 | 0.41% |
| MCO PARTNERS LLC3 | 6 ELM STREET MADISON, NJ 07940 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $72 | — | $72 | 1.72% |
| ACRISURE LLC3 Filed as: ACRISURE LLC, DBA THE TARPEY GROUP | 310 PASSAIC AVENUE FAIRFIELD, NJ 29414 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $70 | — | $70 | 1.67% |
| LISA A PERRI3 | 775 ROUTE 70 EAST MARLTON, NJ 08053 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $20 | — | $20 | 0.48% |
| MICHAEL J PERRI3 | 775 ROUTE 70 EAST MARLTON, NJ 08053 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $20 | — | $20 | 0.48% |
| TIMOTHY J REED3 | 21 AZALEA DRIVE LUMBERTON, NJ 08048 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16 | — | $16 | 0.38% |
| CONNER STRONG & BUCKELEW3 | TRIAD 1828 CENTRE 2 COOPER STREET P.O. BOX 99106 CAMDEN, NJ 08101 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | — | $8 | 0.19% |
| CLARICE R MIMS3 | 172-90 HIGHLAND AVENUE JAMAICA ESTATES, NY 11432 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | — | $7 | 0.17% |
| C & L REED ASSOCIATES LLC3 Filed as: C&L REED ASSOCIATED LLC | 2911 GLENARDEN DRIVE CHARLESTON, SC 29414 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.12% |
| YOLANDA TRISTANCHO-HELWIG3 | 449 CENTRAL AVENUE SAINT PETERSBURG, FL 33701 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.10% |
| CONNER STRONG & BUCKELEW3 | TRIAD1828 CENTRE 2 COOPER STREET, P.O. BOX 99106 CAMDEN, NJ 08101 | COUNTRYWIDE ENTERPRISES, INC. | $360 | — | $360 | 10.01% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP, A MARSH MCLENNAN AGENC | 2399 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $31 | — | $31 | 2.09% |
| MALLEY, BRIAN, LEE3 | 1543 WICKERTON DR WEST CHESTER, PA 19382 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $7 | — | $7 | 0.47% |
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 | 2,905 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 9 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,914 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | AFLAC | 34 | $34K |
| Dental(2 contracts) | DELTA DENTAL OF PENNSYLVANIA | 1,862 | $517K |
| Vision(11 contracts) | EYEMED VISION CARE (FIDELITY SECURITY LIFE INSURANCE COMPANY) | 3,043 | $140K |
| Life insurance(3 contracts, 2 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 611 | $431K |
| Short-term disability(2 contracts, 2 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 611 | $417K |
| Long-term disability(2 contracts) | SUN LIFE ASSURANCE COMPANY OF CANADA | 2,905 | $765K |
| Other(9 contracts, 6 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 2,905 | $1.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,043 | — |
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 comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.