| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CORPORATE SYNERGIES GROUP LLC3 Filed as: CORPORATE SYNERGIES GROUP, LLC | 5000 DEARBORN CIRCLE, SUITE 100 MOUNT LAUREL, NJ 08054 | BLUE CROSS OF CALIFORNIA | $111K | — | $111K | 3.65% |
| CORPORATE SYNERGIES GROUP LLC3 Filed as: CORPORATE SYNERGIES GROUP, INC. | 5000 DEARBORN CIRCLE, SUITE 100 MOUNT LAUREL, NJ 08054 | KAISER FOUNDATION HEALTH PLAN INC | $26K | — | $26K | 2.99% |
| JASON E ROSENFELD3 Filed as: JASON E. ROSENFELD | 31860 NORTHWESTERN HIGHWAY FARMINGTON HILLS, MI 48334 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $59K | — | $59K | 13.82% |
| CORPORATE SYNERGIES GROUP LLC3 Filed as: CORPORATE SYNERGIES GROUP, INC. | 5000 DEARBORN CIRCLE, SUITE 100 MOUNT LAUREL, NJ 08054 | METROPOLITAN LIFE INSURANCE COMPANY | $25K | $564 | $26K | 8.16% |
| CORPORATE SYNERGIES GROUP LLC3 Filed as: CORPORATE SYNERGIES GROUP, LLC | 5000 DEARBORN CIRCLE, SUITE 100 MOUNT LAUREL, NJ 08054 | BLUE CROSS BLUE SHIELD OF ARIZONA | $5K | — | $5K | 1.58% |
| CORPORATE SYNERGIES GROUP LLC3 Filed as: CORPORATE SYNERGIES GROUP, INC. | PO BOX 654118 DALLAS, TX 75265 | EYEMED VISION CARE | $5K | — | $5K | 12.00% |
| CORPORATE SYNERGIES GROUP LLC3 Filed as: CORPORATE SYNERGIES GROUP, INC. | 5000 DEARBORN CIRCLE, SUITE 100 MOUNT LAUREL, NJ 08054 | ZURICH AMERICAN INSURANCE COMPANY | $6K | — | $6K | 15.00% |
| CORPORATE SYNERGIES GROUP LLC3 Filed as: CORPORATE SYNERGIES GROUP, INC. | PO BOX 654118 DALLAS, TX 75265 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $971 | $18 | $989 | 8.17% |
| CORPORATE SYNERGIES GROUP LLC3 Filed as: CORPORATE SYNERGIES GROUP, INC. | 5000 DEARBORN CIRCLE, SUITE 100 MOUNT LAUREL, NJ 08054 | MANAGED HEALTH NETWORK | $498 | — | $498 | 5.00% |
| CORPORATE SYNERGIES GROUP LLC3 Filed as: CORPORATE SYNERGIES GROUP, INC. | PO BOX 654118 DALLAS, TX 75265 | HARTFORD LIFE AND ACCIDENT COMPANY | $938 | — | $938 | 15.01% |
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 | 318 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 322 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | BLUE CROSS OF CALIFORNIA | 371 | $4.2M |
| Dental(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 850 | $326K |
| Vision(2 contracts, 2 carriers) | BLUE CROSS BLUE SHIELD OF ARIZONA | 574 | $336K |
| Life insurance | UNUM LIFE INSURANCE COMPANY OF AMERICA | 290 | $426K |
| Short-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 290 | $426K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 290 | $426K |
| Prescription drug(3 contracts, 3 carriers) | BLUE CROSS OF CALIFORNIA | 371 | $4.2M |
| Other(4 contracts, 4 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 318 | $480K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 850 | — |
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.