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Employer
645 Hamilton Street, Suite 601, Allentown, PA 18101 · EIN 23-3041441 · Jan 1, 2024 to Dec 31, 2024
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 $811,760
| Coverage | Carrier | Broker | Lives | Direct comp |
|---|---|---|---|---|
| Medical | Metropolitan Life Insurance Company | Custom Benefit Programs | 349 | $2,036 5.8% of $35,378 |
| Medical | Metropolitan Life Insurance Company | Alight Solutions LLC | 349 | $998 2.8% of $35,378 |
| Medical | Metropolitan Life Insurance Company | Custom Benefit Programs Inc | 259 | $2,342 5.2% of $45,465 |
| Medical | Metropolitan Life Insurance Company | Alight Solutions LLC | 259 | $1,266 2.8% of $45,465 |
| Medical | Metropolitan Life Insurance Company | Custom Benefit Programs Inc | 1305 | $107,269 50.5% of $212,247 |
| Medical | Metropolitan Life Insurance Company | Alight Solutions LLC | 1305 | $5,764 2.7% of $212,247 |
| Medical | Metropolitan Life Insurance Company | Custom Benefit Programs Inc | 958 | $76,038 80.7% of $94,185 |
| Medical | Metropolitan Life Insurance Company | Alight Solutions LLC | 958 | $2,592 2.8% of $94,185 |
| Medical | Metropolitan Life Insurance Company | Custom Benefit Programs Inc | 622 | $83,047 74.5% of $111,410 |
| Medical | Metropolitan Life Insurance Company | Alight Solutions LLC | 622 | $3,028 2.7% of $111,410 |
| Life | Metropolitan Life Insurance Company | — | 1738 | Comp not disclosed Premium $556,655 |
| Legal | Metlife Legal Plans | Aon Consulting, Inc. | 406 | $39,360 46.3% of $85,010 |
| Other | Lincoln National Life Insurance Company | Willis Towers Watson Us LLC | 6406 | $30,137 1.3% of $2,313,471 |
| Life | Metropolitan Life Insurance Company | Willis Towers Watson Us LLC | 10957 | $229,231 17.9% of $1,279,711 |
| Medical | Blue Cross Blue Shield Of Rhode Island | — | 354 | Comp not disclosed Premium $1,338,786 |
| Life | Metropolitan Life Insurance Compnay | — | 1131 | Comp not disclosed Premium $204,265 |
| Life | Metropolitan Life Insurance Company | Willis Towers Watson Us LLC | 2266 | $44,360 3.9% of $1,139,301 |
| Life | Metropolitan Life Insurance Company | Willis Towers Watson Us LLC | 2567 | $50,253 3.7% of $1,360,272 |
| Medical | Metropolitan Life Insurance Company | Custom Benefit Programs Inc | 259 | $2,342 5.2% of $45,465 |
| Medical | Metropolitan Life Insurance Company | Alight Solutions LLC | 259 | $1,266 2.8% of $45,465 |
| Medical | Metropolitan Life Insurance Company | Custom Benefit Programs Inc | 363 | $3,528 5.1% of $68,697 |
| Medical | Metropolitan Life Insurance Company | Alight Solutions LLC | 363 | $1,908 2.8% of $68,697 |
| Medical | Metropolitan Life Insurance Company | Custom Benefit Programs Inc | 144 | $11,406 80.7% of $14,128 |
| Medical | Metropolitan Life Insurance Company | Alight Solutions LLC | 144 | $389 2.8% of $14,128 |
| Medical | Metropolitan Life Insurance Company | Custom Benefit Programs Inc | 141 | $15,561 72.3% of $21,533 |
| Medical | Metropolitan Life Insurance Company | Alight Solutions LLC | 141 | $578 2.7% of $21,533 |
| Medical | Metropolitan Life Insurance Company | Custom Benefit Programs Inc | 94 | $12,457 74.5% of $16,712 |
| Medical | Metropolitan Life Insurance Company | Alight Solutions LLC | 94 | $454 2.7% of $16,712 |
| Medical | Metropolitan Life Insurance Company | Custom Benefit Programs | 349 | $2,036 5.8% of $35,378 |
| Medical | Metropolitan Life Insurance Company | Alight Solutions LLC | 349 | $998 2.8% of $35,378 |
| Vision | Vsp | — | 4897 | Comp not disclosed Premium $1,233,312 |
| Life | Metropolitan Life Insurance Company | Willis Towers Watson Us LLC | 2740 | $57,308 3.7% of $1,529,184 |
| Life | Metropolitain Life Insurance Company | — | 2934 | Comp not disclosed Premium $1,198,165 |
| Other | Lincoln National Life Insurance Company | Willis Towers Watson Us LLC | 5061 | $23,808 1.3% of $1,827,642 |
| Legal | Arag Insurance Company | — | 712 | Comp not disclosed Premium $95,832 |
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.
Visible subtotal $420,398
| Party | Type | Amount | $ / Enrolled / Year |
|---|---|---|---|
| Baker Tilly Us, LLP | Auditor | $33,180 | $27.84 |
| The Bank Of New York Mellon | Trustee | $4,680 | $3.93 |
| Mellon Capital Management Corp | None | $27,309 | $11.65 |
| Baker Tilly Us, LLP | None | $10,977 | $4.68 |
| Bank Of Ny Mellon | None | $4,940 | $2.11 |
| Mellon Investments | None | $19,862 | $7.68 |
| Baker Tilly Us, LLP | None | $10,977 | $4.25 |
| Bank Of Ny Mellon | None | $6,190 | $2.39 |
| Newton Investment Management | None | $30,698 | $5.09 |
| Mellon Investments | Trustee | $5,053 | $0.84 |
| Alight Holding Company LLC | None | $166,008 | $65.62 |
| Mellon Investments | None | $62,518 | $24.71 |
| Aon Consulting Inc | None | $14,822 | $5.86 |
| Baker Tilly Us, LLP | None | $13,277 | $5.25 |
| The Bank Of New York Mellon | None | $9,907 | $3.92 |