Plan Ledger DOL Form 5500 · updated monthly

Financeware Holdings LLCbenefits

Financeware Employee Benefits Plan · WEST CHESTER, PA · plan year 2023

Broker compensation reported · 2023
$13,318

Financeware Holdings LLC's benefits plan covered 0 active participants in 2023, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $13,318 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage.

Insurance contracts · 20234
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · dental visionpremiums n/a · 79 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · lifepremiums n/a · 102 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · stdpremiums n/a · 100 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · ltdpremiums n/a · 100 covered
Brokers & agents paid · 20232
PENTRA LLC$5,779
PENTRA, LLC$7,539 · incl $1,257 fees
Also brokered by Pentra LLC5
Freedomcare LLC NY$146,935

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 463847427 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.