| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CORPORATE SYNERGIES GROUP LLC3 | 2 AQUARIUM DRIVE SUITE 200 CAMDEN, NJ 08103 | BLUE CROSS OF CALIFORNIA | $324K | $8K | $332K | 4.13% |
| CORPORATE SYNERGIES GROUP LLC3 Filed as: CORPORATE SYNERGIES GROUP, INC. | 2 AQUARIUM DR STE 200 CAMDEN, NJ 081031000 | KAISER FOUNDATION HEALTH PLAN INC | $64K | — | $64K | 2.72% |
| ROSENFELD, JASON E3 | STE F 31400 NORTHWESTERN HWY FARMINGTON HILLS, MI 48334 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $171K | — | $171K | 20.01% |
| CORPORATE SYNERGIES GROUP LLC3 | 2 AQUARIUM DRIVE SUITE 200 CAMDEN, NJ 08103 | BLUE CROSS BLUE SHIELD OF ARIZONA | $8K | — | $8K | 0.95% |
| CORPORATE SYNERGIES GROUP LLC3 | JOHN B CRABLE 2 AQUARIUM DRIVE SUITE 200 CAMDEN, NJ 08103 | REGENCE BLUECROSS BLUESHIELD OF OREGON | $10K | — | $10K | 1.91% |
| 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. | $11K | — | $11K | 9.79% |
| LINDA M NAPOLI3 Filed as: LINDA NAPOLI | 5335 YARMOUTH AVE APT 106 ENCINO, CA 91316 | AFLAC | $8K | $69 | $8K | 7.92% |
| SHEM J BOSTICK3 Filed as: SHEM BOSTICK | AND VARIOUS AGENTS 1620 S DITMAR ST OCEANSIDE, CA 92054 | AFLAC | $2K | — | $2K | 1.97% |
| PATRICIA GAIL LEES3 Filed as: PATRICIA LEES | 1124 CHURCHS CT BURBANK, CA 91501 | AFLAC | $2K | $16 | $2K | 1.89% |
| ROBERT D TURNER3 Filed as: ROBERT QUICK | 8690 AERO DR STE 115 SAN DIEGO, CA 92123 | AFLAC | $2K | — | $2K | 1.89% |
| RHOEL T VALDEZ3 Filed as: RHOEL VALDEZ | 20016 BLYTHE ST WINNETKA, CA 91306 | AFLAC | $535 | $16 | $551 | 0.55% |
| FRANCOISE YVONNE KORENBERG3 Filed as: FRANCOISE KORENBERG | 156 N ORANGE DR LOS ANGELES, CA 90036 | AFLAC | $370 | — | $370 | 0.37% |
| ALFRED RIETKERK3 | 438 PISGAH PIKE PULASKI, TN 38478 | AFLAC | $332 | — | $332 | 0.33% |
| CORPORATE SYNERGIES GROUP LLC3 | 2 AQUARIUM DR STE 200 CAMDEN, NJ 081031000 | ZURICH AMERICAN INSURANCE COMPANY | $13K | — | $13K | 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 | $880 | — | $880 | 3.31% |
| LINDA M NAPOLI3 | 5335 YARMOUTH AVE UNIT 106 ENCINO, CA 91316 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 14.10% |
| PATRICIA GAIL LEES3 Filed as: PATRICIA G LEES | 1124 CHURCHS CT BURBANK, CA 91501 | CONTINENTAL AMERICAN INSURANCE COMPANY | $295 | — | $295 | 3.07% |
| SHEM J BOSTICK3 | 1325 MT. HERMON RD #73B SALISBURY, MD 21804 | CONTINENTAL AMERICAN INSURANCE COMPANY | $99 | — | $99 | 1.03% |
| FRANCOISE YVONNE KORENBERG3 Filed as: FRANCOISE Y KORENBERG | 6055 E WASHINGTON BLVD SUITE 460 COMMERCE, CA 90040 | CONTINENTAL AMERICAN INSURANCE COMPANY | $71 | — | $71 | 0.74% |
| MYSTI LEE KING3 Filed as: MYSTI L KING | 11555 216TH ST 209 LAKEWOOD, CA 90715 | CONTINENTAL AMERICAN INSURANCE COMPANY | $71 | — | $71 | 0.74% |
| DE VITA B MCKENZIE3 Filed as: DE-VITA B MCKENZIE AND VARIOUS | AGENTS 289 S BURTON AVE SAN GARBRIEL, CA 91776 | CONTINENTAL AMERICAN INSURANCE COMPANY | $58 | — | $58 | 0.60% |
| RAVONE M GRAHAM3 | 5329 PASEO GILBERTO YORBA LINDA, CA 92886 | CONTINENTAL AMERICAN INSURANCE COMPANY | $35 | — | $35 | 0.36% |
| CORPORATE SYNERGIES GROUP LLC3 | 2 AQUARIUM DR STE 200 CAMDEN, NJ 08103 | HARTFORD LIFE AND ACCIDENT INSURANCE CO | $938 | $70 | $1K | 16.13% |
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 | 639 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 6 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 645 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(6 contracts, 6 carriers) | BLUE CROSS OF CALIFORNIA | 1,340 | $11.8M |
| Dental | BLUE CROSS OF CALIFORNIA | 1,340 | $8.0M |
| Vision(2 contracts, 2 carriers) | BLUE CROSS OF CALIFORNIA | 1,340 | $8.2M |
| Life insurance | UNUM LIFE INSURANCE COMPANY OF AMERICA | 626 | $857K |
| Short-term disability(2 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 626 | $957K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 626 | $857K |
| Prescription drug(5 contracts, 5 carriers) | BLUE CROSS OF CALIFORNIA | 1,340 | $11.3M |
| Other(6 contracts, 6 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 639 | $1.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,340 | — |
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.