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  2. LES SCHWAB WAREHOUSE CENTER, LLC
Sponsor portfolioTH

LES SCHWAB WAREHOUSE CENTER, LLC

EIN 93-0470437-information technology and services-Latest filing 2025
Plans
3
Retirement
1
$865.4M assets
Welfare
2
$4.6M premiums
Participants
16,149
20900 COOLEY ROAD, PO BOX 5350 - BEND, OR 977085350541-447-4136LinkedIn1-10 employeesinformation technology and services
Plans on this EIN
3 filings
#333ProfitSharing-$865.4M - 8,803 part#501Mixed-$4.6M - 7,474 lives#502Self Funded-0 lives

Benefits portfolio analytics

2 plans / $4.6M premiums / 7,474 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$1.8M
  • Other$1.8M
  • Life$1.5M
  • Long-term disability$622K
  • Health$454K
Total $4.6M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
47%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY47%
  • VISION SERVICE PLAN39%
  • METROPOLITAN LIFE INSURANCE COMPANY14%
Total $4.6M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
Total $291K1 slice

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 - VISION SERVICE PLAN

Premiums$4.6M
Covered lives7,474
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 #NameTypeAssetsParticipantsLatest year
333LES SCHWAB PROFIT SHARING RETIREMENT PLANProfitSharing$865.4M8,8032024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LES SCHWAB COMPANIES EMPLOYEE BENEFITS PLANMixedVISION SERVICE PLAN$4.6M7,4742025
502LES SCHWAB COMPANIES RETIREE HEALTH PLANSelf Funded-$002025
Retirement plans
Welfare plans
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