Unbiased Insights

Employer

The Financeware LLC

3240 El Camino Real, Irvine, CA 92602 · EIN 36-4894849 · Jan 1, 2021 to Dec 31, 2021

Plan year 2021

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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 $19,855

CoverageCarrierBrokerLivesDirect comp
Dental + VisionCigna Health And Life Insurance Company And AffiliatesPentra, LLC85
$5,540
5.0% of $111,345
LifeUnited Of Omaha Life Insurance CompanyAmerican Insurance Administrators97
$3,849
16.5% of $23,278
LifeUnited Of Omaha Life Insurance CompanyNational Benefit Center97
$761
3.3% of $23,278
LifeUnited Of Omaha Life Insurance CompanyAmerican Insurance Administrators34
$1,692
17.8% of $9,482
LifeUnited Of Omaha Life Insurance CompanyNational Benefit Center34
$372
3.9% of $9,482
OtherUnited Of Omaha Life Insurance CompanyAmerican Insurance Administrators97
$2,228
16.6% of $13,401
OtherUnited Of Omaha Life Insurance CompanyNational Benefit Center97
$444
3.3% of $13,401
OtherUnited Of Omaha Life Insurance CompanyAmerican Insurance Administrators97
$4,141
16.7% of $24,849
OtherUnited Of Omaha Life Insurance CompanyNational Benefit Center97
$828
3.3% of $24,849

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.

No Schedule C parties in this year.