Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$1.4M
- Long-term disability$572K
- Health$425K
Sponsor portfolioTH
LES SCHWAB WAREHOUSE CENTER, LLC
EIN 93-0470437information technology and servicesLatest filing 2024
Plans
3
Retirement
1
$865.4M assets
Welfare
2
$2.4M premiums
Participants
16,023
20900 COOLEY ROAD - BEND, OR 97701541-447-4136LinkedIn1-10 employeesinformation technology and services
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $2.4M premiums / 7,356 covered livesCarrier market share
Premium dollars by Schedule A carrier
82%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY82%
- METROPOLITAN LIFE INSURANCE COMPANY18%
Broker market share
Schedule A broker compensation
100%top
- WILLIS TOWERS WATSON US LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#333
LES SCHWAB PROFIT SHARING RETIREMENT PLAN
ProfitSharing
Assets$865.4M
Participants8,803
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LES SCHWAB COMPANIES EMPLOYEE BENEFITS PLAN
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$2.4M
Covered lives7,356
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
LES SCHWAB COMPANIES RETIREE HEALTH PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 333 | LES SCHWAB PROFIT SHARING RETIREMENT PLAN | ProfitSharing | $865.4M | 8,803 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LES SCHWAB COMPANIES EMPLOYEE BENEFITS PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2.4M | 7,356 | 2024 | |
| 502 | LES SCHWAB COMPANIES RETIREE HEALTH PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans