Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$19.6M
- Health$19.0M
- Life$13.0M
- Long-term disability$9.0M
- Stop-loss$7.7M
- Vision$5.3M
- +1 more
Sponsor portfolioTH
THE CHARLES SCHWAB CORPORATION
EIN 94-3025021financial servicesLatest filing 2024
Plans
5
Retirement
1
$8.93B assets
Welfare
4
$60.5M premiums
Participants
173,429
3000 SCHWAB WAY - WESTLAKE, TX 76262415-667-7000schwab.comLinkedIn10001+ employeesfinancial services
Benefits portfolio analytics
4 plans / $60.5M premiums / 91,915 covered livesCarrier market share
Premium dollars by Schedule A carrier
23%top
- SECURIAN LIFE INSURANCE COMPANY23%
- KAISER FOUNDATION HEALTH PLAN INC22%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY15%
- METROPOLITAN LIFE INSURANCE COMPANY14%
- RELIASTAR LIFE INSURANCE COMPANY13%
- +3 more
Broker market share
Schedule A broker compensation
76%top
- WILLIS TOWERS WATSON US LLC76%
- AMERICAN BENEFITS &17%
- RUTH LARKIN3%
- LTCI PARTNERS LLC2%
- J MANNING AND ASSOCIATES2%
- +1 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN
ESOP
Assets$8.93B
Participants43,502
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE CHARLES SCHWAB GROUP LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT, DEATH BENEFIT, MEDICAL, DENTAL AND VISION PLAN
Fully Insured - SECURIAN LIFE INSURANCE COMPANY
Premiums$50.3M
Covered lives32,261
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506
THE CHARLES SCHWAB DISABILITY PLAN
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$10.1M
Covered lives27,476
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507
THE CHARLES SCHWAB BUSINESS TRAVEL ACCIDENT INSURANCE PLAN
Fully Insured - FEDERAL INSURANCE COMPANY
Premiums$115K
Covered lives32,178
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509
THE CHARLES SCHWAB SEVERANCE PAY 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 | |
|---|---|---|---|---|---|---|
| 002 | SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN | ESOP | $8.93B | 43,502 | 2024 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE CHARLES SCHWAB GROUP LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT, DEATH BENEFIT, MEDICAL, DENTAL AND VISION PLAN | Fully Insured | SECURIAN LIFE INSURANCE COMPANY | $50.3M | 32,261 | 2024 | |
| 506 | THE CHARLES SCHWAB DISABILITY PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $10.1M | 27,476 | 2024 | |
| 507 | THE CHARLES SCHWAB BUSINESS TRAVEL ACCIDENT INSURANCE PLAN | Fully Insured | FEDERAL INSURANCE COMPANY | $115K | 32,178 | 2024 | |
| 509 | THE CHARLES SCHWAB SEVERANCE PAY PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans