Employer
Walnut Capital Management Inc.
5500 Walnut Street, Pittsburgh, PA 15232 · EIN 25-1805315 · Sep 1, 2023 to Aug 31, 2024
Plan year 2023
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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 $9,532
| Coverage | Carrier | Broker | Lives | Direct comp |
|---|---|---|---|---|
| Dental | Sunlife Assurance Company Of Canada | Engle, Hambright & Davies, Inc. | 107 | $6,607 11.9% of $55,495 |
| Dental | Sunlife Assurance Company Of Canada | James R Nelligan & Associates | 107 | $2,779 5.0% of $55,495 |
| Vision | Upmc Health Benefits | The Benecon Group, Inc. | 87 | $146 4.4% of $3,302 |
| Stop-loss | Optum Health (Unimerica Insurance Company) | — | 72 | Comp not disclosed Premium $170,037 |
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.
Visible subtotal $42,060
| Party | Type | Amount | $ / Enrolled / Year |
|---|---|---|---|
| Engle-Hambright & Davies, Inc. | Broker | $17,586 | $244.25 |
| The Benecon Group | Broker | $15,303 | $212.54 |
| Upmc Benefit Management Services | Admin | $4,950 | $68.75 |
| ConnectCare3 | Patient Advocate | $4,221 | $58.63 |