Employer
Envestnet Financial Technologies, Inc.
1000 Chesterbrook Blvd, Suite 250, Berwyn, PA 19312 · EIN 81-2162327 · Jan 1, 2024 to Dec 31, 2024
Plan year 2024
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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 $124,575
| Coverage | Carrier | Broker | Lives | Direct comp |
|---|---|---|---|---|
| Dental | Sun Life Assurance Company Of Canada | Marsh & Mclennan Agency, LLC East | 1606 | $117,940 4.1% of $2,895,587 |
| Vision | Vision Service Plan | — | 1363 | Comp not disclosed Premium $173,154 |
| Legal Services Plan Memberships | Prepaid Legal Services Inc DBA Legalshield | Marsh & Mclennan Agency, LLC East | 410 | $3,524 4.6% of $75,848 |
| Legal Services Plan Memberships | Prepaid Legal Services Inc DBA Legalshield | Pamela Hood | 410 | $2,809 3.7% of $75,848 |
| Legal Services Plan Memberships | Prepaid Legal Services Inc DBA Legalshield | Alan Roman | 410 | $110 0.1% of $75,848 |
| Legal Services Plan Memberships | Prepaid Legal Services Inc DBA Legalshield | Marsh & Mclennan Agency, LLC East | 410 | $103 0.1% of $75,848 |
| Legal Services Plan Memberships | Prepaid Legal Services Inc DBA Legalshield | Riggs Counselman Michaels & Downes | 410 | $89 0.1% of $75,848 |
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.