Employer
Storage Asset Management, LLC
3501 Concord Road, York, PA 17402 · EIN 27-2449301 · Jan 1, 2024 to Dec 31, 2024
Plan year 2024
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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 $107,208
| Coverage | Carrier | Broker | Lives | Direct comp |
|---|---|---|---|---|
| Dental + Vision | Sun Life Assurance Company Of Canada | Engle, Hambright & Davies, Inc. | 705 | $70,191 8.0% of $878,820 |
| Dental + Vision | Sun Life Assurance Company Of Canada | James R Nelligan & Associates | 705 | $37,017 4.2% of $878,820 |
| Stop-loss | Optum Health (Unimerica Insurance Company) | — | 330 | Comp not disclosed Premium $896,539 |
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.
Visible subtotal $175,475
| Party | Type | Amount | $ / Enrolled / Year |
|---|---|---|---|
| Sun Life Assurance Company Of Canad | Admin | $9,546 | $13.54 |
| Engle Hambright & Davies, Inc. | Broker | $87,696 | $265.75 |
| The Benecon Group, LLC | Broker | $58,487 | $177.23 |
| ConnectCare3 | Patient Advocate | $20,356 | $61.68 |
| Capital Bluecross | Admin | $-610 | $-1.85 |