| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CORPORATE SYNERGIES GROUP LLC3 Filed as: CORPORATE SYNERGIES GROUP LLC - | 1272 2 AQUARIUM DRIVE SUITE 200 CAMDEN, NJ 08103 | BLUE CROSS BLUE SHIELD OF FLORIDA | $64K | — | $64K | 5.00% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS5 | PO BOX 9201 AUSTIN, TX 787669201 | METROPOLITAN LIFE INSURANCE COMPANY | $29K | $8K | $37K | 19.59% |
| CORPORATE SYNERGIES GROUP LLC3 Filed as: CORPORATE SYNERGIES GROUP INC | 2 AQUARIUM DR STE 200 THE FERRY TERMINAL BUILDING CAMDEN, NJ 081031000 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $2K | $5K | 2.46% |
| GIS BENEFITS INC3 | 422 WAUPONSEE ST MORRIS, IL 604502215 | METROPOLITAN LIFE INSURANCE COMPANY | $581 | $2K | $3K | 1.44% |
| CORPORATE SYNERGIES GROUP LLC3 | 2 AQUARIUM DR STE 200 THE FERRY TERMINAL BUILDING CAMDEN, NJ 081031000 | METROPOLITAN LIFE INSURANCE COMPANY | — | $413 | $413 | 0.22% |
| CORPORATE SYNERGIES GROUP LLC3 Filed as: CORPORATE SYNERGIES GROUP, LLC - | 1272 2 AQUARIUM DRIVE, SUITE 200 CAMDEN, NJ 08103 | HEALTH OPTIONS, INC | $5K | — | $5K | 5.00% |
| CORPORATE SYNERGIES GROUP LLC3 | THE FERRY TERMINAL BUILDING 2 AQUARIUM DR STE 200 CAMDEN, NJ 081031000 | PRINCIPAL LIFE INSURANCE COMPANY | $407 | — | $407 | 9.91% |
| GIS BENEFITS INC3 Filed as: GIS OF FLORIDA | 9500 KOGER AVE STE 200 ST PETERSBURG, FL 33702 | METLIFE LEGAL PLANS | $249 | — | $249 | 13.96% |
| CORPORATE SYNERGIES GROUP LLC3 Filed as: CORPORATE SYNERGIES GROUP, LLC | 2 AQUARIUM DRIVE, SUITE 200 CAMDEN, NJ 08103 | METLIFE LEGAL PLANS | $240 | — | $240 | 13.45% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 Filed as: BOON-CHAPMAN BENEFIT | ADMINISTRATORS, INC. PO BOX 9201, BLDG I SUITE 100 AUSTIN, TX 78766 | METLIFE LEGAL PLANS | — | $120 | $120 | 6.73% |
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 | 213 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 213 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | BLUE CROSS BLUE SHIELD OF FLORIDA | 300 | $1.6M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 300 | $189K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 300 | $189K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 300 | $189K |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 300 | $189K |
| Long-term disability(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 300 | $193K |
| Prescription drug | HEALTH OPTIONS, INC | 13 | $104K |
| Other(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 300 | $191K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 300 | — |
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 compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.