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Employer
80 Wambold Road, Souderton, PA 18964 · EIN 23-1639827 · Jun 1, 2024 to May 31, 2025
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 $132,718
| Coverage | Carrier | Broker | Lives | Direct comp |
|---|---|---|---|---|
| Medical | Independence Blue Cross - Personal Choice | Emerson Rogers LLC | 89 | $68,241 6.9% of $987,729 |
| Medical | Independence Blue Cross - Keystone Health Plan East | Emerson Rogers LLC | 78 | $49,271 6.7% of $738,821 |
| Dental | United Concordia Dental Plans Of Pennsylvania, Inc. | Emerson Rogers LLC | 23 | $797 15.2% of $5,232 |
| Dental | United Concordia Insurance Company | Emerson Rogers LLC | 138 | $5,679 14.0% of $40,607 |
| Vision | National Vision Administrators, LLC | Capital Management Enterprises Inc | 157 | $1,057 5.0% of $21,141 |
| Life | Principal Life Insurance Company | Capital Management Enterprises Inc | 142 | $1,021 10.1% of $10,158 |
| Life | Colonial Life & Accident Insurance Company | Capital Management Enterprises Inc | 36 | $3,688 10.6% of $34,684 |
| Life | Colonial Life & Accident Insurance Company | Roth Voluntary Benefit Services Inc | 36 | $1,336 3.9% of $34,684 |
| Life | Colonial Life & Accident Insurance Company | O'Neill Voluntary Benefit Services | 36 | $883 2.5% of $34,684 |
| Life | Colonial Life & Accident Insurance Company | Michael Urban | 36 | $578 1.7% of $34,684 |
| Life | Colonial Life & Accident Insurance Company | Brad Lee Mundy | 36 | $93 0.3% of $34,684 |
| Life | Colonial Life & Accident Insurance Company | Nicholas Cusmano | 36 | $54 0.2% of $34,684 |
| Life | Colonial Life & Accident Insurance Company | Darlene Blaasch | 36 | $20 0.1% of $34,684 |
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.
No Schedule C parties in this year.