Employer
Wallace Roberts & Todd, LLC
123 S. Broad Street, Philadelphia, PA 19109 · EIN 23-1615241 · Jan 1, 2025 to Dec 31, 2025
Plan year 2025
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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 $60,251
| Coverage | Carrier | Broker | Lives | Direct comp |
|---|---|---|---|---|
| Medical | Cigna Health And Life Insurance Company | Corporate Synergies Group, LLC | 116 | $49,696 5.1% of $981,431 |
| Vision | Eyemed Vision Care On Behalf Of The Fidelity Security Life Ins. Co. | Corporate Synergies Group, LLC | 103 | $722 9.9% of $7,280 |
| Life | United Of Omaha Life Insurance Company | Corporate Synergies Group, LLC | 103 | $9,833 19.1% of $51,355 |
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.