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Employer
1259 Cedar Crest Blvd., Suite 100, Allentown, PA 18103 · EIN 23-1855600 · Jan 1, 2025 to Dec 31, 2025
Plan year 2025
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Schedule A
Coverage contracts on the filing. If the carrier did not provide Schedule A, the row is listed with that note.
Visible subtotal $58,630
| Coverage | Carrier | Broker | Lives | Direct comp |
|---|---|---|---|---|
| Medical | Capital Advantage Assurance Company | The Equinox Agency LLC | 105 | $39,624 4.6% of $852,326 |
| Life | Hartford Life And Accident | James R Nelligan & Associates | 115 | $1,563 22.8% of $6,865 |
| Life | Hartford Life And Accident | Gallagher Fiduciary Advisors, LLC | 115 | $1,304 19.0% of $6,865 |
| Life | Hartford Life And Accident | Emerson Rogers LLC | 115 | $57 0.8% of $6,865 |
| Life | Unum Life Insurance Company Of America | Gallagher Fiduciary Advisors, LLC | 112 | $5,126 11.1% of $46,264 |
| Life | Unum Life Insurance Company Of America | James R Nelligan & Associates | 112 | $3,844 8.3% of $46,264 |
| AD&D | Unum Life Insurance Company Of America | Gallagher Fiduciary Advisors, LLC | 59 | $2,548 11.1% of $23,022 |
| AD&D | Unum Life Insurance Company Of America | James R Nelligan & Associates | 59 | $1,911 8.3% of $23,022 |
| Other | Unum Life Insurance Company Of America | Gallagher Fiduciary Advisors, LLC | 22 | $1,516 11.1% of $13,603 |
| Other | Unum Life Insurance Company Of America | James R Nelligan & Associates | 22 | $1,137 8.4% of $13,603 |
Schedule C
Plan-paid amounts to each named party on the filing, with the role they reported. This is not a carrier commission and is not added to Schedule A.
No Schedule C parties in this year.