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Employer
5 Walnut Grove Drive, Suite 350, Horsham, PA 19044 · EIN 23-2967465 · Aug 1, 2024 to Jul 31, 2025
Plan year 2024
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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 $70,151
| Coverage | Carrier | Broker | Lives | Direct comp |
|---|---|---|---|---|
| Medical | Independence Blue Cross | — | 70 | Schedule A not provided |
| Medical | Independence Blue Cross | — | 70 | Schedule A not provided |
| Dental | United Concordia Insurance Company | — | 352 | Schedule A not provided |
| Dental | United Concordia Insurance Company | — | 352 | Schedule A not provided |
| Dental | United Concordia Insurance Company | — | 352 | Schedule A not provided |
| Dental | United Concordia Insurance Company | — | 352 | Schedule A not provided |
| Dental + Vision | Principal Life Insurance Company | Gallagher Fiduciary Advisors, LLC | 12 | $1,641 11.8% of $13,955 |
| Dental + Vision | Principal Life Insurance Company | Strategic Non-Medical Sltins., LLC | 12 | $688 4.9% of $13,955 |
| Dental + Vision | Principal Life Insurance Company | Brown & Brown Of Pennsylvania | 12 | $405 2.9% of $13,955 |
| Vision | Heartland | Gallagher Fiduciary Advisors, LLC | 389 | $1,132 6.0% of $18,868 |
| Life | Boston Mutual Life Insurance Company | Brown & Brown Of Pennsylvania | 136 | $10,806 19.7% of $54,764 |
| Other | Kansas City Life Insurance Company | — | 73 | Schedule A not provided |
| Other | Kansas City Life Insurance Company | — | 73 | Schedule A not provided |
| Other | Kansas City Life Insurance Company | — | 73 | Schedule A not provided |
| Accident | Unum Life Insurance Company Of America | Gallagher Fiduciary Advisors, LLC | 58 | $3,176 14.0% of $22,679 |
| Accident | Unum Life Insurance Company Of America | Gallagher Fiduciary Advisors, LLC | 58 | $793 3.5% of $22,679 |
| Critical Illness, Hospital | Unum Insurance Company | Gallagher Fiduciary Advisors, LLC | 48 | $123 1.1% of $11,492 |
| Critical Illness, Hospital | Unum Insurance Company | Gallagher Fiduciary Advisors, LLC | 48 | $33 0.3% of $11,492 |
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.