Schedule A - "Additional compensation paid"

[Lori Friedman]

I just received some Schedule A information that includes a page of "Supplemental Compensation Data".

Certain amounts ("additional compensation paid") are provided for non-cash compensation, incentive plan payouts, and other items allocated to the policy and attributed to a broker and/or agent.

Is anyone familiar? My initial thought is that "additional compensation paid" is just something extra to report on Schedule A, Line 2. But, the amounts are neither commissions nor fees, so they don't fit neatly into the form. Any thoughts?

[WDIK]

The Schedule A instructions seems to give a fairly broad definition:

For purposes of line 2, commissions and fees include sales and base commissions and all other monetary and non-monetary forms of compensation where the broker’s, agent’s, or other person’s eligibility for the payment or the amount of the payment is based, in whole or in part, on the value (e.g., policy amounts, premiums) of contracts or policies (or classes thereof) placed with or retained by an ERISA plan, including, for example, persistency and profitability bonuses.