Employer
Heller Capital Group, LLC
415 North Prince Street, Lancaster, PA 17603 · EIN 46-4323419 · Jul 1, 2024 to Jun 30, 2025
Plan year 2024
Covered lives: 130
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 $17,004
| Coverage | Carrier | Broker | Lives | Direct comp |
|---|---|---|---|---|
| Medical | Principal Life Insurance Company | Patriot Growth Insurance Svcs | 11 | $10,733 14.7% of $72,807 |
| Medical | Principal Life Insurance Company | James R. Nelligan & Associates LLC | 11 | $6,271 8.6% of $72,807 |
| Stop-loss | HM Life Insurance Company | — | 12 | Comp not disclosed Premium $193,254 |
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 $41,213
| Party | Type | Amount | $ / Enrolled / Year |
|---|---|---|---|
| Patriot (Power-Kunkle Group, Inc.) | Broker | $20,796 | $233.66 |
| The Benecon Group | Broker | $16,439 | $184.71 |
| Onedigital (Philadelphia) | Broker | $30 | $0.34 |
| Capital Bluecross | Admin | $3,948 | $44.36 |