Unbiased Insights

Employer

Automated Financial Systems, LLC

123 Summit Drive, Exton, PA 19341 · EIN 23-1724335 · Jun 1, 2025 to Dec 31, 2025

Plan year 2025

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Schedule A

Direct compensation

Coverage contracts on the filing. If the carrier did not provide Schedule A, the row is listed with that note.

Visible subtotal $19,172

CoverageCarrierBrokerLivesDirect comp
VisionVision Service PlanLockton Companies, LLC214
$1,951
8.7% of $22,501
LifeHartford Life And AccidentLockton Companies, LLC242
$16,160
8.7% of $185,532
LifeHartford Life And AccidentLockton Companies, LLC242
$1,061
0.6% of $185,532
TelehealthBenefit Intelligence138
Comp not disclosed
Premium $4,308

Schedule C

Additional compensation

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.