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Employer
9775 Commerce Circle, Kutztown, PA 19530 · EIN 45-2722177 · Oct 1, 2024 to Sep 30, 2025
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.
Visible subtotal $86,890
| Coverage | Carrier | Broker | Lives | Direct comp |
|---|---|---|---|---|
| Medical | Capital Advantage Assurance Company | Mcgriff Insurance Services Inc. | 340 | $56,520 2.6% of $2,202,659 |
| Life | The Lincoln National Life Insurance Company | Marsh & Mclennan Agency, LLC East | 389 | $515 7.4% of $6,925 |
| Life | The Lincoln National Life Insurance Company | Mcgriff Insurance Services Inc. | 389 | $330 4.8% of $6,925 |
| Life | The Lincoln National Life Insurance Company | Marsh & Mclennan Agency, LLC East | 79 | $2,431 9.5% of $25,461 |
| Life | The Lincoln National Life Insurance Company | Mcgriff Insurance Services Inc. | 79 | $1,388 5.5% of $25,461 |
| Life | The Lincoln National Life Insurance Company | Marsh & Mclennan Agency, LLC East | 79 | $142 11.3% of $1,260 |
| Life | The Lincoln National Life Insurance Company | Mcgriff Insurance Services Inc. | 79 | $47 3.7% of $1,260 |
| Life | Prudential Insurance Company Of America | Marsh & Mclennan Agency, LLC East | 410 | $12,194 20.0% of $60,967 |
| Life | Prudential Insurance Company Of America | Img | 410 | $31 0.1% of $60,967 |
| Other | The Guardian Life Insurance Company Of America | Marsh & Mclennan Agency, LLC East | 3 | $55 3.4% of $1,636 |
| Other | The Lincoln National Life Insurance Company | Marsh & Mclennan Agency, LLC East | 117 | $3,340 9.4% of $35,460 |
| Other | The Lincoln National Life Insurance Company | Mcgriff Insurance Services Inc. | 117 | $1,979 5.6% of $35,460 |
| Other | The Lincoln National Life Insurance Company | Marsh & Mclennan Agency, LLC East | 96 | $3,175 9.5% of $33,398 |
| Other | The Lincoln National Life Insurance Company | Mcgriff Insurance Services Inc. | 96 | $1,835 5.5% of $33,398 |
| Employee Assistance Program | Aci Specialty Benefits | — | 258 | Comp not disclosed Premium $6,500 |
| Hospital Indemnity | The Lincoln National Life Insurance Company | Marsh & Mclennan Agency, LLC East | 32 | $440 8.0% of $5,521 |
| Hospital Indemnity | The Lincoln National Life Insurance Company | Mcgriff Insurance Services Inc. | 32 | $388 7.0% of $5,521 |
| Critical Illness | The Lincoln National Life Insurance Company | Marsh & Mclennan Agency, LLC East | 41 | $867 8.9% of $9,793 |
| Critical Illness | The Lincoln National Life Insurance Company | Mcgriff Insurance Services Inc. | 41 | $602 6.1% of $9,793 |
| Accident | The Lincoln National Life Insurance Company | Marsh & Mclennan Agency, LLC East | 41 | $325 8.0% of $4,072 |
| Accident | The Lincoln National Life Insurance Company | Mcgriff Insurance Services Inc. | 41 | $286 7.0% of $4,072 |
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.
No Schedule C parties in this year.