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Employer
1320 Broadcasting Road - Suite 200, Wyomissing, PA 19610 · EIN 23-1727298 · 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 $13,915
| Coverage | Carrier | Broker | Lives | Direct comp |
|---|---|---|---|---|
| Stop-loss | Optum Health (Unimerica Insurance Company) | — | 79 | Comp not disclosed Premium $497,552 |
| Dental + Vision | Sun Life Assurance Company Of Canada | Patriot (Power-Kunkle Group, Inc.) | 74 | $3,473 5.8% of $59,932 |
| Dental + Vision | Sun Life Assurance Company Of Canada | James R Nelligan & Associates | 74 | $2,062 3.4% of $59,932 |
| Life | United Of Omaha Life Insurance Company | Patriot (Power-Kunkle Group, Inc.) | 70 | $229 13.6% of $1,678 |
| Life | United Of Omaha Life Insurance Company | James R Nelligan & Associates | 70 | $57 3.4% of $1,678 |
| Life | United Of Omaha Life Insurance Company | Gi George Parent Lp | 70 | $30 1.8% of $1,678 |
| Other | United Of Omaha Life Insurance Company | Patriot (Power-Kunkle Group, Inc.) | 70 | $1,987 13.2% of $15,014 |
| Other | United Of Omaha Life Insurance Company | James R Nelligan & Associates | 70 | $514 3.4% of $15,014 |
| Other | United Of Omaha Life Insurance Company | Gi George Parent Lp | 70 | $235 1.6% of $15,014 |
| Other | United Of Omaha Life Insurance Company | Patriot (Power-Kunkle Group, Inc.) | 70 | $3,862 13.5% of $28,650 |
| Other | United Of Omaha Life Insurance Company | James R Nelligan & Associates | 70 | $978 3.4% of $28,650 |
| Other | United Of Omaha Life Insurance Company | Gi George Parent Lp | 70 | $488 1.7% of $28,650 |
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 $52,081
| Party | Type | Amount | $ / Enrolled / Year |
|---|---|---|---|
| Patriot (Power-Kunkle Group, Inc.) | Broker | $33,937 | $429.58 |
| The Benecon Group, LLC | Broker | $31,627 | $400.34 |
| Connectcare 3 | Patient Advocate | $4,963 | $62.82 |
| Capital Bluecross | Admin | $-18,446 | $-233.49 |