Employer
Ivystone Group, LLC
301 Commerce Drive, Exton, PA 19341 · EIN 27-1347054 · 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 $53,733
| Coverage | Carrier | Broker | Lives | Direct comp |
|---|---|---|---|---|
| Medical | Cigna Health And Life Insurance Company | Meltzer Group Inc. | 55 | $26,506 8.2% of $322,449 |
| Medical | Cigna Health And Life Insurance Company | Potomac Basin Group Assoc, LLC | 55 | $10,117 3.1% of $322,449 |
| Dental | Sun Life Assurance Company Of Canada | The Meltzer Group Inc | 73 | $8,666 12.0% of $72,202 |
| Dental | Sun Life Assurance Company Of Canada | Centro Benefits Research LLC | 73 | $5,232 7.2% of $72,202 |
| Dental | Sun Life Assurance Company Of Canada | James R Nelligan & Associates | 73 | $2,943 4.1% of $72,202 |
| Dental | Sun Life Assurance Company Of Canada | Nfp Insurance Services Inc | 73 | $269 0.4% of $72,202 |
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 $17,400
| Party | Type | Amount | $ / Enrolled / Year |
|---|---|---|---|
| Cigna Health And Life Insurance Com | Admin | $17,400 | $238.36 |