Unbiased Insights

Employer

Crossbeam

30 South 15th Street, Phi, PA 19102 · EIN 82-4761004 · Sep 1, 2022 to Aug 31, 2023

Plan year 2022

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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 $4,083

CoverageCarrierBrokerLivesDirect comp
LifeUnited Of Omaha Life Insurance CompanyPatriot (Exude, Inc.)91
$3,909
15.3% of $25,602
LifeUnited Of Omaha Life Insurance CompanyPatriot Growth Insurance Svcs., LLC91
$174
0.7% of $25,602

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.

No Schedule C parties in this year.