Unbiased Insights

Employer

Fortna Inc.

333 Buttonwood Street, W. Reading, PA 19611 · EIN 23-2289371 · Jan 1, 2022 to Dec 31, 2022

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 $40,090

CoverageCarrierBrokerLivesDirect comp
Stop-lossEverest Reinsurance Company402
Comp not disclosed
Premium $932,491
DentalSun Life Assurance Company Of CanadaPatriot (Power-Kunkle Group, Inc.)495
$33,919
6.1% of $555,385
VisionVision Benefits Of AmericaPatriot (Power-Kunkle Group, Inc.)327
$1,917
5.0% of $38,342
Expatriate MedicalFour Ever Life InsurancePatriot (Power-Kunkle Group, Inc.)
$2,543
15.0% of $16,950
TravelFour Ever Life InsuranceAcson Insurance Services3
$1,711
8.0% of $21,390

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.

Visible subtotal $228,875

PartyTypeAmount$ / Enrolled / Year
Power Kunkle Group IncBroker$147,019$365.72
The Benecon Group LLCBroker$53,478$133.03
Connectcare 3Patient Advocate$18,576$46.21
Capital Blue CrossAdmin$9,802$24.38