Unbiased Insights

Employer

Financeware Holdings LLC

1065 Andrew Drive, West Chester, PA 19380 · EIN 46-3847427 · Jan 1, 2023 to Dec 31, 2023

Plan year 2023

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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 $13,318

CoverageCarrierBrokerLivesDirect comp
Dental + VisionCigna Health And Life Insurance Company And AffiliatesPentra LLC79
$5,779
5.0% of $116,138
LifeReliance Standard Life Insurance CompanyPentra, LLC102
$3,670
12.0% of $30,576
OtherReliance Standard Life Insurance CompanyPentra, LLC100
$1,698
12.0% of $14,152
OtherReliance Standard Life Insurance CompanyPentra, LLC100
$2,171
12.0% of $18,089

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.