Unbiased Insights

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

CoverageCarrierBrokerLivesDirect comp
MedicalCigna Health And Life Insurance CompanyCorporate Synergies Group, LLC116
$49,696
5.1% of $981,431
VisionEyemed Vision Care On Behalf Of The Fidelity Security Life Ins. Co.Corporate Synergies Group, LLC103
$722
9.9% of $7,280
LifeUnited Of Omaha Life Insurance CompanyCorporate Synergies Group, LLC103
$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.