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Employer
54 Friends Lane, Newtown, PA 18940 · EIN 30-0873984 · Jan 1, 2025 to Dec 31, 2025
Plan year 2025
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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 $36,403
| Coverage | Carrier | Broker | Lives | Direct comp |
|---|---|---|---|---|
| Medical | Excellus Blue Cross Blue Shield | Gallagher Fiduciary Advisors, LLC | 17 | $5,868 4.3% of $136,088 |
| Medical | Excellus Blue Cross Blue Shield | Zoller Agency | 17 | $1,473 1.1% of $136,088 |
| Medical | Excellus Blue Cross Blue Shield | Gallagher Fiduciary Advisors, LLC | 17 | $92 0.1% of $136,088 |
| Dental + Vision | Starmount Life Insurance Company | Professional Pensions, Inc. | 241 | $6,077 4.5% of $133,707 |
| Dental + Vision | Starmount Life Insurance Company | Gallagher Fiduciary Advisors, LLC | 241 | $2,127 1.6% of $133,707 |
| Life | Life Insurance Company Of North America | — | 102 | Schedule A not provided |
| Accident, Hospital, Critical Illness | Unum Insurance Company | Gallagher Fiduciary Advisors, LLC | 134 | $5,536 8.2% of $67,875 |
| Accident, Hospital, Critical Illness | Unum Insurance Company | Professional Pensions, Inc. | 134 | $3,470 5.1% of $67,875 |
| Accident, Hospital, Critical Illness | Unum Insurance Company | Gallagher Fiduciary Advisors, LLC | 134 | $1,836 2.7% of $67,875 |
| Accident, Hospital, Critical Illness | Unum Insurance Company | Usi Insurance Services (Ri) | 134 | $79 0.1% of $67,875 |
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.