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Employer
7821 Bartram Avenue Suite 102, Philadelphia, PA 19153 · EIN 23-1578380 · May 1, 2024 to Apr 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.
| Coverage | Carrier | Broker | Lives | Direct comp |
|---|---|---|---|---|
| Stop-loss | Gerber Life Insurance Company | — | 706 | Comp not disclosed Premium $707,616 |
| Medical | Blue Medicare Advantage | — | 142 | Comp not disclosed Premium $381,728 |
| Retiree Hospitalization & Medical | Keystone Health Plan East | — | 1 | Comp not disclosed Premium $2,004 |
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 $1,197,364
| Party | Type | Amount | $ / Enrolled / Year |
|---|---|---|---|
| Aetna Life Insurance Company | None | $344,427 | $487.17 |
| Mary Zappolo | Employee | $114,942 | $162.58 |
| Novak Francella, LLC | None | $98,594 | $139.45 |
| Chartwell Investment Partners | None | $85,283 | $120.63 |
| Joe Moskauski | Employee | $61,231 | $86.61 |
| Guardian Nurses Healthcare Advocate | None | $56,921 | $80.51 |
| Boyd Watterson Asset Management LLC | None | $55,300 | $78.22 |
| Benecard Services, Inc. | None | $49,940 | $70.64 |
| Rae Group LLC | None | $46,225 | $65.38 |
| Bridgeway Benefit Technologies | None | $42,579 | $60.22 |
| Clare Creighton | Employee | $38,080 | $53.86 |
| Investment Performance Services LLC | None | $33,667 | $47.62 |
| Joann Procopio | Employee | $26,262 | $37.15 |
| Allied Trades Assistance Program | None | $24,347 | $34.44 |
| Labor First LLC | None | $22,961 | $32.48 |
| Susanin,Widman & Brennan, P.C. | None | $22,556 | $31.90 |
| Mwm Law LLC | None | $21,551 | $30.48 |
| National Vision Administrators LLC | None | $16,085 | $22.75 |
| Delta Dental Of Pennsylvania | None | $15,472 | $21.88 |
| Principal Financial Group, Inc. | None | $13,159 | $18.61 |
| Xpan Law Group LLC | None | $7,782 | $11.01 |