| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CORPORATE SYNERGIES GROUP LLC3 Filed as: CORPORATE SYNERGIES GROUP, LLC | THE FERRY TERMINAL BUILDING 2 AQUARIUM DRIVE SUITE 200 CAMDEN, NJ 08103 | BLUE CROSS OF CALIFORNIA | $295K | — | $295K | 4.73% |
| CORPORATE SYNERGIES GROUP LLC3 Filed as: CORPORATE SYNERGIES GROUP, INC. | 2 AQUARIUM DR STE 200 CAMDEN, NJ 081031000 | KAISER FOUNDATION HEALTH PLAN INC | $54K | — | $54K | 2.99% |
| ROSENFELD, JASON E3 | 31860 NORTHWESTERN HWY FARMINGTON HILLS, MI 48334 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $141K | $5K | $146K | 20.75% |
| CORPORATE SYNERGIES GROUP LLC3 Filed as: CORPORATE SYNERGIES GROUP, LLC | 2 AQUARIUM DRIVE SUITE 200 CAMDEN, NJ 08103 | BLUE CROSS BLUE SHIELD OF ARIZONA | $966 | — | $966 | 0.18% |
| CORPORATE SYNERGIES GROUP LLC3 | 2 AQUARIUM DRIVE SUITE 200 CAMDEN, NJ 08103 | REGENCE BLUECROSS BLUESHIELD OF OREGON | $9K | — | $9K | 2.30% |
| LINDA M NAPOLI3 | 5335 YARMOUTH AVE APT 106 ENCINO, CA 91316 | AFLAC | $8K | $267 | $8K | 8.73% |
| PATRICIA GAIL LEES3 | 6055 E WASHINGTON BLVD STE 210 COMMERCE, CA 90040 | AFLAC | $2K | $47 | $2K | 2.06% |
| ROBERT D TURNER3 Filed as: ROBERT MILER QUICK | 8690 AERO DR STE 115 SAN DIEGO, CA 92123 | AFLAC | $2K | — | $2K | 1.97% |
| MJ INSURANCE3 Filed as: KERI A PARKER AND VARIOUS AGENTS | 4033 W HELENA DR GLENDALE, AZ 85308 | AFLAC | $2K | — | $2K | 1.83% |
| SHEM J BOSTICK3 | 1620 S DITMAR ST OCEANSIDE, CA 92054 | AFLAC | $848 | $53 | $901 | 0.94% |
| FRANCOISE YVONNE KORENBERG3 | 156 N ORANGE DR LOS ANGELES, CA 90036 | AFLAC | $414 | — | $414 | 0.43% |
| ALFRED RIETKERK3 | 438 PISGAH PIKE PULASKI, TN 38478 | AFLAC | $330 | — | $330 | 0.34% |
| CORPORATE SYNERGIES GROUP LLC3 Filed as: CORPORATE SYNERGIES-MT. LAUREL, NJ | PO BOX 654118 DALLAS, TX 75265 | EYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS. CO. | $8K | — | $8K | 9.95% |
| CORPORATE SYNERGIES GROUP LLC3 | 200 EAST PARK DRIVE SUITE 600 MOUNT LAUREL, NJ 080541297 | ZURICH AMERICAN INSURANCE COMPANY | $10K | — | $10K | 15.00% |
| LINDA M NAPOLI3 | 2881 NE 32ND STREET FT LAUDERDALE, FL 33306 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 5.79% |
| PATRICIA GAIL LEES3 Filed as: PATRICIA G LEES | 1124 CHURCHS CT BURBANK, CA 91501 | CONTINENTAL AMERICAN INSURANCE COMPANY | $234 | — | $234 | 1.11% |
| SHEM J BOSTICK3 | 1325 MT. HERMON RD #73B SALISBURY, MD 21804 | CONTINENTAL AMERICAN INSURANCE COMPANY | $71 | — | $71 | 0.34% |
| FRANCOISE YVONNE KORENBERG3 Filed as: FRANCOISE Y KORENBERG | 6055 E WASHINGTON BLVD SUITE 460 COMMERCE, CA 90040 | CONTINENTAL AMERICAN INSURANCE COMPANY | $64 | — | $64 | 0.30% |
| DE VITA B MCKENZIE3 Filed as: DE-VITA B MCKENZIE AND VARIOUS | AGENT 289 S BURTON AVE SAN GARBRIEL, CA 91776 | CONTINENTAL AMERICAN INSURANCE COMPANY | $64 | — | $64 | 0.30% |
| KENNETH B MCPHERSON3 | 3 ROSELEAF IRVINE, CA 92620 | CONTINENTAL AMERICAN INSURANCE COMPANY | $59 | — | $59 | 0.28% |
| MYSTI LEE KING3 Filed as: MYSTI L KING | 11555 216TH ST 209 LAKEWOOD, CA 90715 | CONTINENTAL AMERICAN INSURANCE COMPANY | $58 | — | $58 | 0.27% |
| CORPORATE SYNERGIES GROUP LLC3 Filed as: CORPORATE SYNERGIES GROUP, INC | 5000 DEARBORN CIR #100 MOUNT LAUREL, NJ 08054 | MANAGED HEALTH NETWORK | $796 | — | $796 | 5.00% |
| CORPORATE SYNERGIES GROUP LLC3 Filed as: CORPORATE SYNERGIES GROUP, LLC | 2 AQUARIUM DRIVE SUITE 200 CAMDEN, NJ 08103 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $223 | — | $223 | 3.00% |
| CORPORATE SYNERGIES GROUP LLC3 Filed as: CORPORATE SYNERGIES GROUP INC. | 200 EAST PARK DRIVE SUITE 600 MOUNT LAUREL, NJ 08054 | HARTFORD LIFE AND ACCIDENT | $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 | 492 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 8 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 500 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(6 contracts, 6 carriers) | BLUE CROSS OF CALIFORNIA | 1,044 | $9.0M |
| Dental | BLUE CROSS OF CALIFORNIA | 1,044 | $6.2M |
| Vision | EYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS. CO. | 990 | $78K |
| Life insurance | UNUM LIFE INSURANCE COMPANY OF AMERICA | 491 | $705K |
| Short-term disability(2 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 491 | $801K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 491 | $705K |
| Prescription drug(5 contracts, 5 carriers) | BLUE CROSS OF CALIFORNIA | 1,044 | $8.6M |
| Other(6 contracts, 6 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 499 | $910K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,044 | — |
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.