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Employer
12298 Townsend Road, Philadelphia, PA 19154 · EIN 23-1990755 · Oct 1, 2024 to Sep 30, 2025
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.
No Schedule A contracts in this year.
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 $1,636,225
| Party | Type | Amount | $ / Enrolled / Year |
|---|---|---|---|
| Boyd Waterson Assets Management LLC | None | $199,130 | $87.61 |
| Portfolio Advisors, LLC | None | $154,608 | $68.02 |
| Hardman Johnston Globl Advisors | None | $116,249 | $51.14 |
| Investment Performance Services | None | $100,000 | $43.99 |
| Wedge Capital Management | None | $97,819 | $43.04 |
| Samuel J. Kenish | Employee | $95,293 | $41.92 |
| Principal Bank | None | $74,721 | $32.87 |
| Novak Francella LLC | None | $62,913 | $27.68 |
| Keystone 74 Benefits And Admin | None | $46,438 | $20.43 |
| American Realty Advisors | None | $44,084 | $19.39 |
| Intercontinental R/E Corp. | None | $44,064 | $19.39 |
| Jennifer Schmeltzer | Employee | $43,709 | $19.23 |
| Entrust Global Partners LLC | None | $42,844 | $18.85 |
| Loomis Sayles Trust Company | None | $41,259 | $18.15 |
| Brandon Kenish | Employee | $38,393 | $16.89 |
| Agnes Breen | Employee | $37,936 | $16.69 |
| Great Lakes Advisors LLC | None | $37,188 | $16.36 |
| Wintrust Bank | None | $36,885 | $16.23 |
| Mary C. Joniec | Employee | $36,417 | $16.02 |
| Watchkeep Technologies | None | $33,729 | $14.84 |
| Patricia Perrone | Employee | $30,149 | $13.26 |
| Gabriel Del Gaiso | Employee | $29,810 | $13.11 |
| Jennifer Langdon | Employee | $29,145 | $12.82 |
| Kassidy Rusden | Employee | $25,365 | $11.16 |
| Cleary Josem & Trigiani LLP | None | $24,719 | $10.88 |
| Trust Benefit Technologies | None | $24,620 | $10.83 |
| Cozen O'Connor | None | $20,400 | $8.97 |
| Pnc Bank, N.A. | None | $18,955 | $8.34 |
| Aristotle Pacific Capital LLC | None | $15,712 | $6.91 |
| Cbiz | None | $15,087 | $6.64 |
| Logan Capital Management Inc | None | $12,833 | $5.65 |
| Northern Trust Corporation | None | $5,751 | $2.53 |
| Aristotle Credit Partners LLC | None | Comp not disclosed | — |