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Employer
1375 Virginia Drive, Ste. 102, Fort Washington, PA 19034 · EIN 23-2075110 · 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.
No Schedule A contracts in this year.
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 $487,481
| Party | Type | Amount | $ / Enrolled / Year |
|---|---|---|---|
| William Mcguire | Employee | $68,654 | $28.59 |
| Paul Carey Iii | Employee | $64,944 | $27.05 |
| Michael Fehrle | Employee | $46,276 | $19.27 |
| Charles Bumbaugh | Employee | $41,562 | $17.31 |
| Timothy Nagy | Employee | $34,193 | $14.24 |
| Novak Francella LLC | None | $33,750 | $14.06 |
| Beth Martin | Employee | $33,480 | $13.94 |
| Maria Danyluk | Employee | $31,769 | $13.23 |
| John Heenan | Employee | $30,844 | $12.85 |
| Patricia Repetski | Employee | $30,449 | $12.68 |
| Susanin, Widman, & Brennan, P.C. | None | $13,750 | $5.73 |
| Chartwell Investment Partners, LLC | None | $13,326 | $5.55 |
| Columbia Partners Investment Mgmt | None | $12,911 | $5.38 |
| Principal Bank | None | $10,655 | $4.44 |
| Cleary, Josem & Trigiani, LLP | None | $9,000 | $3.75 |
| Wells Fargo | None | $6,618 | $2.76 |
| Investment Performance Services | None | $5,300 | $2.21 |