| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CONNER STRONG & BUCKELEW3 | TRIAD1828 CENTRE 2 COOPER STREET, P.O. BOX 99106 CAMDEN, NJ 08101 | SYMETRA LIFE INSURANCE COMPANY | — | $15K | $15K | 2.43% |
| AVANT SPECIALTY BENEFITS LLC3 | 1828 WALNUT STREET STE 801 KANSAS CITY, MO 641081825 | SYMETRA LIFE INSURANCE COMPANY | $13K | — | $13K | 2.00% |
| AVANT SPECIALTY BENEFITS LLC3 | 1828 WALNUT STREET SUITE 801 KANSAS CITY, MO 641081825 | SYMETRA LIFE INSURANCE COMPANY | $2K | — | $2K | 1.60% |
| CONNER STRONG & BUCKELEW3 | TRIAD1828 CENTRE 2 COOPER STREET, P.O. BOX 99106 CAMDEN, NJ 08101 | COUNTRYWIDE ENTERPRISES, INC. | $469 | — | $469 | 10.01% |
| MCO PARTNERS LLC3 | 6 LATHROP AVE. UNIT B MADISON, NJ 07940 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $61 | — | $61 | 1.51% |
| ACRISURE LLC3 Filed as: ACRISURE NJ PARTNERS INSURANCE SERV | 310 PASSIAC AVE, SUITE 202 FAIRFIELD, NC 07004 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $46 | — | $46 | 1.14% |
| ACRISURE LLC3 Filed as: ACRISURE LLC, DBA THE TARPEY GROUP | 310 PASSAIC AVENUE FAIRFIELD, NJ 07004 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $24 | — | $24 | 0.59% |
| LISA A PERRI3 | 775 ROUTE 70 EAST MARLTON, NJ 08053 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $20 | — | $20 | 0.50% |
| MICHAEL J PERRI3 | 775 ROUTE 70 EAST MARLTON, NJ 08053 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $20 | — | $20 | 0.50% |
| TIMOTHY J REED3 | 21 AZALEA DRIVE LUMBERTON, NJ 08048 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16 | — | $16 | 0.40% |
| CONNER STRONG & BUCKELEW3 | TRIAD 1828 CENTRE 2 COOPER STREET P.O. BOX 99106 CAMDEN, NJ 08101 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | — | $8 | 0.20% |
| CLARICE R MIMS3 | 133 HILLCREST DRIVE MARLBORO, NY 12542 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | — | $7 | 0.17% |
| YOLANDA TRISTANCHO-HELWIG3 | 315 W 39TH ST., RM 303 NEW YORK, NY 10018 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.10% |
| C & L REED ASSOCIATES LLC3 Filed as: C&L REED ASSOCIATED LLC | 2911 GLENARDEN DRIVE CHARLESTON, SC 29414 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.05% |
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 | 3,679 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 14 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 3,693 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | SYMETRA LIFE INSURANCE COMPANY | 930 | $116K |
| Dental | DELTA DENTAL OF PENNSYLVANIA | 18 | $2K |
| Vision | NATIONAL VISION ADMINISTRATORS (NVA) | 3,191 | $106K |
| Life insurance(2 contracts, 2 carriers) | SYMETRA LIFE INSURANCE COMPANY | 12,490 | $637K |
| Short-term disability | SYMETRA LIFE INSURANCE COMPANY | 12,490 | $633K |
| Long-term disability | SYMETRA LIFE INSURANCE COMPANY | 12,490 | $633K |
| Other(6 contracts, 4 carriers) | SYMETRA LIFE INSURANCE COMPANY | 12,490 | $763K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 12,490 | — |
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."
No prospect flags tripped on this filing.