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Employer
232 Wise Road, Suite 330, Harmony, PA 16037 · EIN 25-6032401 · 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.
Visible subtotal $97,862
| Coverage | Carrier | Broker | Lives | Direct comp |
|---|---|---|---|---|
| Other | Prudential Financial Insurance Company Of America | Prudential Insurance Company Of Ame | 3234 | $97,862 |
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 $2,232,209
| Party | Type | Amount | $ / Enrolled / Year |
|---|---|---|---|
| Winslow Asset Management | None | $367,959 | $113.78 |
| Cds Administrators | None | $308,528 | $95.40 |
| Foundry Partners | None | $265,252 | $82.02 |
| Loomis Sayles & Co. | None | $211,247 | $65.32 |
| Pnc Pca Scc | None | $185,425 | $57.34 |
| Gamco | None | $137,312 | $42.46 |
| Chartwell Investment Partners, LLC | None | $136,525 | $42.22 |
| Pnc Institutional Investments | None | $134,268 | $41.52 |
| C S Mckee | None | $102,581 | $31.72 |
| Prudential Retirement Insurance | None | $97,862 | $30.26 |
| Segal Marco Advisors | None | $57,000 | $17.63 |
| Henry Rossi & Co., LLP | None | $37,740 | $11.67 |
| Gridiron Partners | None | $31,539 | $9.75 |
| Morgan Stanley | None | $31,148 | $9.63 |
| The Philadelphia Trust Company | None | $29,431 | $9.10 |
| Foster & Foster | None | $28,071 | $8.68 |
| Meyer, Unkovic & Scott | None | $24,325 | $7.52 |
| Allegheny Commercial Printing | None | $22,509 | $6.96 |
| Pnc Bank | None | $10,248 | $3.17 |
| Cim Investment Management | None | $7,702 | $2.38 |
| Tucker Arensberg, P.C. | None | $5,537 | $1.71 |