Employer
Pfm Financial Advisors, LLC
1735 Market Street, 42nd Floor, Philadelphia, PA 19103 · EIN 81-1642787 · 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 $54,079
| Coverage | Carrier | Broker | Lives | Direct comp |
|---|---|---|---|---|
| Life | Standard Insurance Company | Lockton Companies, LLC | 353 | $45,910 15.7% of $291,704 |
| Life | Standard Insurance Company | Lockton Companies, LLC | 353 | $4,667 1.6% of $291,704 |
| Accident, Critical Illness, Hospital | Metropolitan Life Insurance Company | Empower Benefits, Inc. | 46 | $3,029 11.0% of $27,648 |
| Legal | Metlife Legal Plans | Empower Benefits, Inc. | 25 | $473 10.1% of $4,671 |
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.
No Schedule C parties in this year.