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Employer
400 Northpoint Circle, Suite 203, Seven Fields, PA 16046 · EIN 47-2368587 · 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 $471,765
| Coverage | Carrier | Broker | Lives | Direct comp |
|---|---|---|---|---|
| Dental | Delta Dental Of Michigan | Gallagher Fiduciary Advisors, LLC | 1002 | $5,832 1.9% of $300,197 |
| Vision | Highmark Inc. | — | 988 | Comp not disclosed Premium $53,442 |
| Life | American Heritage Life Insurance Company | Gallagher Fiduciary Advisors, LLC | 121 | $11,168 14.2% of $78,481 |
| Life | American Heritage Life Insurance Company | Gallagher Fiduciary Advisors, LLC | 121 | $2,145 2.7% of $78,481 |
| Life | American Heritage Life Insurance Company | Alkeme Insurance Services, Inc. | 121 | $92 0.1% of $78,481 |
| Life | American Heritage Life Insurance Company | Benefit Insurance Marketing, Inc. | 121 | $69 0.1% of $78,481 |
| Life | American Heritage Life Insurance Company | Robbins Star | 121 | $69 0.1% of $78,481 |
| Life | Lincoln National Life Insurance Company | Gallagher Fiduciary Advisors, LLC | 3966 | $149,909 5.8% of $2,600,022 |
| Life | Lincoln National Life Insurance Company | Gallagher Fiduciary Advisors, LLC | 3966 | $116,993 4.5% of $2,600,022 |
| Hospital, Accident, Critical Illness | The Lincoln National Life Insurance Company | Gallagher Fiduciary Advisors, LLC | 936 | $122,811 13.8% of $890,795 |
| Hospital, Accident, Critical Illness | The Lincoln National Life Insurance Company | Gallagher Fiduciary Advisors, LLC | 936 | $47,961 5.4% of $890,795 |
| Hospital, Accident, Critical Illness | The Lincoln National Life Insurance Company | Gallagher Fiduciary Advisors, LLC | 936 | $14,716 1.7% of $890,795 |
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.