Unbiased Insights

Employer

Keystone Custom Management, LLC

227 Granite Run, Lancaster, PA 17601 · EIN 82-3599092 · Jan 1, 2024 to Dec 31, 2024

Plan year 2024

Covered lives: 224

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 $15,156

CoverageCarrierBrokerLivesDirect comp
Stop-lossHM Life Insurance99
Comp not disclosed
Premium $416,077
Dental + VisionHighmark Inc.Alera Group, Inc224
$3,597
5.5% of $64,995
Dental + VisionHighmark Inc.Cagliola, David224
$2,315
3.6% of $64,995
LifePrincipal Life Insurance CompanySimkiss & Block, An Alera Group Age80
$9,244
14.5% of $63,585

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 $38,491

PartyTypeAmount$ / Enrolled / Year
Simkiss&Block,An Alera Group AgecyBroker$36,930$164.87
The Benecon GroupBroker$20,355$90.87
ConnectCare3Patient Advocate$6,721$30.00
Capital BluecrossAdmin$-25,515$-113.91