| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CORPORATE SYNERGIES GROUP LLC3 Filed as: CORPROATE SYNERGIES GROUP, LLC | 5000 DEARBORN CIRCLE, SUITE 100 MOUNT LAUREL, NJ 08054 | AETNA LIFE INSURANCE COMPANY | $216K | — | $216K | 1.98% |
| CORPORATE SYNERGIES GROUP LLC3 Filed as: CORPORATE SYNERGIES GROUP, LLC | 5000 DEARBORN CIRCLE, SUITE 100 MOUNT LAUREL, NJ 08054 | AETNA HEALTH, INC. | $150K | — | $150K | 1.68% |
| CORPORATE SYNERGIES GROUP LLC3 Filed as: CORPORATE SYNERGIES GROUP, LLC | 5000 DEARBORN CIRCLE, SUITE 100 MOUNT LAUREL, NJ 08054 | ADVANTAGE HEALTH SOLUTIONS, INC. | $42K | — | $42K | 3.00% |
| CORPORATE SYNERGIES GROUP LLC3 Filed as: CORPORATE SYNERGIES GROUP, LLC | 5000 DEARBORN CIRCLE, SUITE 100 MOUNT LAUREL, NJ 08054 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $64K | — | $64K | 5.00% |
| CORPORATE SYNERGIES GROUP LLC3 Filed as: CORPORATE SYNERGIES GROUP, LLC | PO BOX 654118 DALLAS, TX 75265 | VISION SERVICE PLAN | $5K | — | $5K | 1.77% |
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 | 2,326 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 11 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,337 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | AETNA LIFE INSURANCE COMPANY | 4,295 | $21.3M |
| Dental | AETNA LIFE INSURANCE COMPANY | 4,295 | $10.9M |
| Vision | VISION SERVICE PLAN | 1,845 | $304K |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 2,326 | $1.3M |
| Short-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 2,326 | $1.3M |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 2,326 | $1.3M |
| Prescription drug(3 contracts, 3 carriers) | AETNA LIFE INSURANCE COMPANY | 4,295 | $21.3M |
| Other(2 contracts, 2 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 2,356 | $1.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,295 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.