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Employer
7821 Bartram Avenue, Suite 102, Philadelphia, PA 19153 · EIN 23-1972409 · 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.
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 $1,184,638
| Party | Type | Amount | $ / Enrolled / Year |
|---|---|---|---|
| Intercontinental R/E Corp | None | $137,600 | $97.04 |
| The Loomis, Saylers & Co., Lp | None | $118,017 | $83.23 |
| Investment Performance Services LLC | None | $108,033 | $76.19 |
| Novak Francella, LLC | None | $99,572 | $70.22 |
| Hardman Johnston Global Advisors | None | $98,741 | $69.63 |
| Joe Moskauski | Employee | $89,119 | $62.85 |
| Rae Group LLC | None | $82,172 | $57.95 |
| Bridgeway Benefit Technologies | None | $74,710 | $52.69 |
| Joann Procopio | Employee | $43,525 | $30.69 |
| Wells Fargo | None | $39,576 | $27.91 |
| Mwm Law, LLC | None | $36,925 | $26.04 |
| Susanin, Widman & Brennan, P.C. | None | $34,726 | $24.49 |
| Clare Creighton | Employee | $32,873 | $23.18 |
| Chartwell Investment Partners, Lp | None | $30,656 | $21.62 |
| Lauren Marchiano | Employee | $28,792 | $20.30 |
| Chevy Chase Trust Company | None | $25,319 | $17.86 |
| Asb Capital Management, LLC | None | $25,319 | $17.86 |
| Wellington Trust, Co. | None | $20,249 | $14.28 |
| Northern Trust Corporation | None | $17,688 | $12.47 |
| Old Glory Asset Management, LLC | None | $17,492 | $12.34 |
| Xpan Law Partners LLC | None | $15,609 | $11.01 |
| Foundry Partners LLC | None | $7,925 | $5.59 |