Employer
Caliber Service Mgmt, LLC
397 Eagleview Blvd, Exton, PA 19341 · EIN 81-4667438 · May 1, 2025 to Jun 30, 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 $1,540
| Coverage | Carrier | Broker | Lives | Direct comp |
|---|---|---|---|---|
| Dental | Delta Dental - Sba Pa | Patriot Growth Ins DBA The Safefard | 77 | $798 9.1% of $8,752 |
| Vision | Metropolitan Life Insurance Company | Patriot Growth Insurance Services | 179 | $453 9.9% of $4,585 |
| Vision | Metropolitan Life Insurance Company | James R Nelligan & Associates | 179 | $289 6.3% of $4,585 |
| Stop-loss | HM Life Insurance Company | — | 81 | Comp not disclosed Premium $44,853 |
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.
Visible subtotal $17,479
| Party | Type | Amount | $ / Enrolled / Year |
|---|---|---|---|
| Patriot (The Safegard Group, Inc.) | Broker | $7,473 | $92.26 |
| The Benecon Group | Broker | $4,062 | $50.15 |
| Lucent Health | Admin | $5,944 | $73.38 |