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Employer
762 W Lancaster Avenue, Bryn Mawr, PA 19010 · EIN 23-1702594 · 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 $714,285
| Coverage | Carrier | Broker | Lives | Direct comp |
|---|---|---|---|---|
| Dental | Delta Dental Of Pennsylvania | Capital Management Enterprises Inc | 5135 | $98,301 5.0% of $1,966,013 |
| Vision | Vision Service Plan | Capital Management Enterprises Inc | 2329 | $9,778 2.5% of $393,427 |
| Life | Life Insurance Company Of North America | Capital Management Enterprises Inc | 1456 | $79,811 7.5% of $1,064,142 |
| Life | Life Insurance Company Of North America | Conner Strong & Buckelew Companies | 1456 | $25,000 2.3% of $1,064,142 |
| AD&D | Life Insurance Company Of North America | Capital Management Enterprises Inc | 1456 | $7,635 7.5% of $101,795 |
| AD&D | Life Insurance Company Of North America | Conner Strong & Buckelew Companies | 1456 | $3,512 3.5% of $101,795 |
| Medical | Unum Life Insurance Company Of America | Custom Benefit Programs, Inc. | 2 | $79 9.4% of $841 |
| Medical | Unum Life Insurance Company Of America | Capital Management Enterprises Inc | 2 | $31 3.7% of $841 |
| Medical | Reliastar Life Insurance Company | Conner Strong & Buckelew Companies | 1359 | $45,427 16.8% of $269,861 |
| Medical | Reliastar Life Insurance Company | C2 Centric LLC | 1359 | $2,699 1.0% of $269,861 |
| Dental | Metropolitan Life Insurance Company | Conner Strong & Buckelew Companies | 1811 | $18 0.0% of $624,888 |
| Dental | Delta Dental Of Pennsylvania | Capital Management Enterprises Inc | 5135 | $98,301 5.0% of $1,966,013 |
| Vision | Vision Service Plan | Capital Management Enterprises Inc | 2329 | $9,778 2.5% of $393,427 |
| Life | Life Insurance Company Of North America | Cme Benefit Consulting | 3905 | $79,811 7.5% of $1,064,142 |
| Life | Life Insurance Company Of North America | Conner Strong & Buckelew Companies | 3905 | $25,000 2.3% of $1,064,142 |
| Life | Life Insurance Company Of North America | Cme Benefit Consulting | 2324 | $89,271 7.5% of $1,190,277 |
| Life | Life Insurance Company Of North America | Conner Strong & Buckelew Companies | 2324 | $25,000 2.1% of $1,190,277 |
| Voluntary Accidental Death And Dismemberement (Ee,Sp,Ch) | Life Insurance Company Of North America | Cme Benefit Consulting | 2324 | $9,735 7.4% of $131,252 |
| Voluntary Accidental Death And Dismemberement (Ee,Sp,Ch) | Life Insurance Company Of North America | Conner Strong & Buckelew Companies | 2324 | $5,826 4.4% of $131,252 |
| Other | Life Insurance Company Of North America | Cme Benefit Consulting | 2902 | $54,128 7.5% of $721,705 |
| Other | Life Insurance Company Of North America | Conner Strong & Buckelew Companies | 2902 | $25,000 3.5% of $721,705 |
| Legal Services | Pre-Paid Legal Services, Inc. DBA Legal Shield | Mercer Health & Benefits, LLC | 254 | $8,997 18.8% of $47,940 |
| Accidental Death And Dismemberment | Life Insurance Company Of North America | Cme Benefit Consulting | 3905 | $7,635 7.5% of $101,795 |
| Accidental Death And Dismemberment | Life Insurance Company Of North America | Conner Strong & Buckelew Companies | 3905 | $3,512 3.5% of $101,795 |
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 $738,746
| Party | Type | Amount | $ / Enrolled / Year |
|---|---|---|---|
| Willis Towers Watson Us LLC | Actuary | $268,469 | $52.28 |
| Faegre Drinker Biddle And Reath | None | $210,336 | $40.96 |
| Schneider Downs & Co. | None | $131,374 | $25.58 |
| The Bank Of New York Mellon | None | $92,083 | $17.93 |
| Alight Solutions | None | $25,097 | $4.89 |
| State Street Global Advisors | None | $11,387 | $2.22 |