Unbiased Insights

Employer

Global Tax Management, Inc.

656 East Swedesford Road, Wayne, PA 19087 · EIN 23-2817942 · Jan 1, 2025 to Dec 31, 2025

Plan year 2025

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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 $29,274

CoverageCarrierBrokerLivesDirect comp
DentalStandard Insurance CompanyLockton Companies, LLC175
$2,837
2.4% of $119,663
DentalStandard Insurance CompanyLockton Companies, LLC175
$669
0.6% of $119,663
VisionVision Service PlanLockton Companies, LLC169
$1,193
6.0% of $20,019
LifeUnum Life Insurance Company Of AmericaLockton Companies, LLC214
$21,254
7.8% of $273,258
TelehealthRevivehealth213
Schedule A not provided
Critical Illness, Accident, HospitalUnum Insurance CompanyLockton Companies, LLC28
$2,971
14.6% of $20,294
Critical Illness, Accident, HospitalUnum Insurance CompanyJohnson, Kendall & Johnson Inc28
$350
1.7% of $20,294

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.