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Employer
1515 Market Street, Suite 1020, Philadelphia, PA 19102 · EIN 23-6546776 · Jan 1, 2024 to Dec 31, 2024
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.
| Coverage | Carrier | Broker | Lives | Direct comp |
|---|---|---|---|---|
| Other | The Prudential Insurance Company Of America | — | — | Comp not disclosed |
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.
Visible subtotal $1,832,192
| Party | Type | Amount | $ / Enrolled / Year |
|---|---|---|---|
| Local 36 Operating Account | Related Fund | $619,056 | $89.74 |
| Jp Morgan | None | $213,566 | $30.96 |
| Bridgeway Benefit Technologies | None | $162,580 | $23.57 |
| Prudential Insurance Co Of America | None | $87,016 | $12.61 |
| Cbiz Retirement Plan Services | None | $84,735 | $12.28 |
| Pnc Bank | None | $79,852 | $11.58 |
| Meketa Investment Group | None | $65,077 | $9.43 |
| Spear Wilderman P.C. | None | $52,898 | $7.67 |
| Stevens & Lee P.C. | None | $50,370 | $7.30 |
| Sarah Millinghousen | Employee | $41,064 | $5.95 |
| John Rongione | Employee | $38,520 | $5.58 |
| Novak Francella LLC | None | $37,988 | $5.51 |
| Fiduciary Management, Inc. | None | $36,287 | $5.26 |
| Judy O'Meara | Employee | $33,180 | $4.81 |
| Cynthia Leahy | Employee | $31,241 | $4.53 |
| Linda Mccullough | Employee | $31,046 | $4.50 |
| Maria Grillo | Employee | $29,642 | $4.30 |
| Veronica Moore | Employee | $25,543 | $3.70 |
| Tyema Sanchez | Employee | $25,539 | $3.70 |
| Cordicate It, LLC | None | $22,546 | $3.27 |
| Proforma Industries | None | $17,468 | $2.53 |
| Blackrock Investments | None | $11,018 | $1.60 |
| Bluewater Consulting Group | None | $10,308 | $1.49 |
| Change Healthcare | None | $7,649 | $1.11 |
| Stepstone Group Lp | None | $6,909 | $1.00 |
| Pension Benefit Information | None | $5,718 | $0.83 |
| The Bettinger Company, Inc. | None | $5,376 | $0.78 |