| 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 | $286K | — | $286K | 4.06% |
| CORPORATE SYNERGIES GROUP LLC3 Filed as: CORPORATE SYNERGIES GROUP, INC. | 2 AQUARIUM DR STE 200 CAMDEN, NJ 081031000 | KAISER FOUNDATION HEALTH PLAN INC | $62K | — | $62K | 2.99% |
| ROSENFELD, JASON E3 | 31860 NORTHWESTERN HWY FARMINGTON HILLS, MI 48334 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $155K | — | $155K | 20.00% |
| CORPORATE SYNERGIES GROUP LLC3 | 2 AQUARIUM DRIVE SUITE 200 CAMDEN, NJ 08103 | BLUE CROSS BLUE SHIELD OF ARIZONA | $9K | — | $9K | 1.28% |
| CORPORATE SYNERGIES GROUP LLC3 | JOHN B CRABLE 2 AQUARIUM DRIVE SUITE 200 CAMDEN, NJ 08103 | REGENCE BLUECROSS BLUESHIELD OF OREGON | $9K | — | $9K | 2.01% |
| LINDA M NAPOLI3 | 5335 YARMOUTH AVE APT 106 ENCINO, CA 91316 | AFLAC | $5K | $319 | $6K | 6.12% |
| FRANCOISE YVONNE KORENBERG3 | AND VARIOUS AGENTS 156 N ORANGE DR LOS ANGELES, CA 90036 | AFLAC | $2K | $7 | $2K | 2.04% |
| ROBERT D TURNER3 Filed as: ROBERT MILER QUICK | 8690 AERO DR STE 115 SAN DIEGO, CA 92123 | AFLAC | $2K | — | $2K | 1.94% |
| PATRICIA GAIL LEES3 | 6055 E WASHINGTON BLVD STE 210 COMMERCE, CA 90040 | AFLAC | $1K | $73 | $1K | 1.62% |
| SHEM J BOSTICK3 | 1620 S DITMAR ST OCEANSIDE, CA 92054 | AFLAC | $490 | $84 | $574 | 0.63% |
| ERICA GOLDEN3 Filed as: ERICA R GOLDEN | PO BOX 811094 LOS ANGELES, CA 90081 | AFLAC | $386 | $30 | $416 | 0.46% |
| ALFRED RIETKERK3 | 438 PISGAH PIKE PULASKI, TN 38478 | AFLAC | $312 | — | $312 | 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. | $9K | — | $9K | 10.76% |
| CORPORATE SYNERGIES GROUP LLC3 | 200 EAST PARK DRIVE SUITE 600 MOUNT LAUREL, NJ 080541297 | ZURICH AMERICAN INSURANCE COMPANY | $11K | — | $11K | 15.00% |
| 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 | $468 | — | $468 | 2.64% |
| LINDA M NAPOLI3 | 5335 YARMOUTH AVENUE 106 CALIFORNIA ENCINO, CA 91316 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 6.72% |
| PATRICIA GAIL LEES3 Filed as: PATRICIA G LEES | 1124 CHURCHS CT BURBANK, CA 91501 | CONTINENTAL AMERICAN INSURANCE COMPANY | $236 | — | $236 | 1.40% |
| RAVONE M GRAHAM3 Filed as: RAVONE M GRAHAM AND VARIOUS | AGENTS 5329 PASEO GILBERTO YORBA LINDA, CA 92886 | CONTINENTAL AMERICAN INSURANCE COMPANY | $68 | — | $68 | 0.40% |
| SHEM J BOSTICK3 | 1325 MT. HERMON RD #73B SALISBURY, MD 21804 | CONTINENTAL AMERICAN INSURANCE COMPANY | $66 | — | $66 | 0.39% |
| FRANCOISE YVONNE KORENBERG3 Filed as: FRANCOISE Y KORENBERG | 6055 E WASHINGTON BLVD SUITE 460 COMMERCE, CA 90040 | CONTINENTAL AMERICAN INSURANCE COMPANY | $63 | — | $63 | 0.37% |
| KENNETH B MCPHERSON3 | 3 ROSELEAF IRVINE, CA 92620 | CONTINENTAL AMERICAN INSURANCE COMPANY | $62 | — | $62 | 0.37% |
| MYSTI LEE KING3 Filed as: MYSTI L KING | 11555 216TH ST 209 LAKEWOOD, CA 90715 | CONTINENTAL AMERICAN INSURANCE COMPANY | $60 | — | $60 | 0.36% |
| CORPORATE SYNERGIES GROUP LLC3 | 2 AQUARIUM DR STE 200 CAMDEN, NJ 08103 | HARTFORD LIFE AND ACCIDENT | $844 | — | $844 | 15.00% |
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 | 561 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 562 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(6 contracts, 6 carriers) | BLUE CROSS OF CALIFORNIA | 1,183 | $10.3M |
| Dental | BLUE CROSS OF CALIFORNIA | 1,183 | $7.0M |
| Vision | EYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS. CO. | 1,115 | $83K |
| Life insurance | UNUM LIFE INSURANCE COMPANY OF AMERICA | 554 | $776K |
| Short-term disability(2 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 554 | $867K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 554 | $776K |
| Prescription drug(5 contracts, 5 carriers) | BLUE CROSS OF CALIFORNIA | 1,183 | $9.8M |
| Other(6 contracts, 6 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 569 | $971K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,183 | — |
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.