Unbiased Insights

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

CoverageCarrierBrokerLivesDirect comp
LifeStandard Insurance CompanyLockton Companies, LLC353
$45,910
15.7% of $291,704
LifeStandard Insurance CompanyLockton Companies, LLC353
$4,667
1.6% of $291,704
Accident, Critical Illness, HospitalMetropolitan Life Insurance CompanyEmpower Benefits, Inc.46
$3,029
11.0% of $27,648
LegalMetlife Legal PlansEmpower 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.