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Employer
433 Pearl St., Reading, PA 19603 · EIN 23-2247544 · 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 $36,202
| Coverage | Carrier | Broker | Lives | Direct comp |
|---|---|---|---|---|
| Stop-loss | HM Life Insurance Company | — | 83 | Comp not disclosed Premium $397,698 |
| Dental + Vision | Sun Life Assurance Company Of Canada | Patriot (Power-Kunkle Group, Inc.) | 63 | $3,615 7.6% of $47,402 |
| Dental + Vision | Sun Life Assurance Company Of Canada | James R Nelligan & Associates | 63 | $2,370 5.0% of $47,402 |
| Life | United Of Omaha Life Insurance Company | Patriot (Power-Kunkle Group, Inc.) | 50 | $5,888 15.3% of $38,484 |
| Life | United Of Omaha Life Insurance Company | James R Nelligan & Associates | 50 | $1,924 5.0% of $38,484 |
| Life | United Of Omaha Life Insurance Company | Gi George Parent Lp | 50 | $742 1.9% of $38,484 |
| Life | United Of Omaha Life Insurance Company | Patriot (Power-Kunkle Group, Inc.) | 116 | $2,819 15.4% of $18,352 |
| Life | United Of Omaha Life Insurance Company | James R Nelligan & Associates | 116 | $918 5.0% of $18,352 |
| Life | United Of Omaha Life Insurance Company | Gi George Parent, Lp | 116 | $358 2.0% of $18,352 |
| Other | United Of Omaha Life Insurance Company | Patriot (Power-Kunkle Group, Inc.) | 116 | $6,541 15.3% of $42,662 |
| Other | United Of Omaha Life Insurance Company | James R Nelligan & Associates | 116 | $2,133 5.0% of $42,662 |
| Other | United Of Omaha Life Insurance Company | Gi George Parent Lp | 116 | $827 1.9% of $42,662 |
| Voluntary | United Of Omaha Life Insurance Company | Patriot (Power-Kunkle Group, Inc.) | 57 | $4,058 15.4% of $26,272 |
| Voluntary | United Of Omaha Life Insurance Company | James R Nelligan & Associates | 57 | $1,314 5.0% of $26,272 |
| Voluntary | United Of Omaha Life Insurance Company | Gi George Parent Lp | 57 | $520 2.0% of $26,272 |
| Critical Illness | United Of Omaha Life Insurance Company | Patriot (Power-Kunkle Group, Inc.) | 17 | $729 14.3% of $5,093 |
| Critical Illness | United Of Omaha Life Insurance Company | James R Nelligan & Associates | 17 | $255 5.0% of $5,093 |
| Critical Illness | United Of Omaha Life Insurance Company | Gi George Parent Lp | 17 | $80 1.6% of $5,093 |
| Accident Vol | United Of Omaha Life Insurance Company | Patriot (Power-Kunkle Group, Inc.) | 26 | $762 14.4% of $5,279 |
| Accident Vol | United Of Omaha Life Insurance Company | James R Nelligan & Associates | 26 | $264 5.0% of $5,279 |
| Accident Vol | United Of Omaha Life Insurance Company | Gi George Parent Lp | 26 | $85 1.6% of $5,279 |
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 $76,714
| Party | Type | Amount | $ / Enrolled / Year |
|---|---|---|---|
| The Benecon Group, LLC | Broker | $73,451 | $854.08 |
| Patriot (Power-Kunkle Group, Inc.) | Broker | $26,697 | $310.43 |
| Highmark Blue Shield (Central) | Admin | $-23,434 | $-272.49 |