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Employer
65 East Butler Avenue, Suite 100, New Britain, PA 18901 · EIN 23-1992323 · 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 $28,312
| Coverage | Carrier | Broker | Lives | Direct comp |
|---|---|---|---|---|
| Dental + Vision | Ameritas Life Insurance Corp. | James R Nelligan & Associates | 275 | $5,001 5.0% of $100,015 |
| Dental + Vision | Ameritas Life Insurance Corp. | The Equinox Agency LLC | 275 | $3,195 3.2% of $100,015 |
| Life | The Lincoln National Life Insurance Company | The Equinox Agency LLC | 171 | $2,108 9.4% of $22,343 |
| Life | The Lincoln National Life Insurance Company | James R Nelligan & Associates | 171 | $1,381 6.2% of $22,343 |
| AD&D | The Lincoln National Life Insurance Company | The Equinox Agency LLC | 58 | $3,988 15.0% of $26,589 |
| AD&D | The Lincoln National Life Insurance Company | James R Nelligan & Associates | 58 | $1,630 6.1% of $26,589 |
| Accident, Voluntary Critical Illness | The Guardian Life Insurance Company Of America | James R Nelligan & Associates | 36 | $2,121 23.8% of $8,926 |
| Voluntary Std | The Lincoln National Life Insurance Company | The Equinox Agency LLC | 171 | $2,139 9.3% of $22,907 |
| Voluntary Std | The Lincoln National Life Insurance Company | James R Nelligan & Associates | 171 | $1,425 6.2% of $22,907 |
| Employee Assistance Program | The Lincoln National Life Insurance Company | The Equinox Agency LLC | 171 | $3,521 12.1% of $29,185 |
| Employee Assistance Program | The Lincoln National Life Insurance Company | James R Nelligan & Associates | 171 | $1,803 6.2% of $29,185 |
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.