No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| TCW ASSET MANAGEMENT COMPANY EIN 95-3703295 | Investment management; Investment advisory (plan); Direct payment from the plan Service code 27 | — | $84K |
| WELLS FARGO BANK, N.A. | Custodial (securities); Direct payment from the plan; Trustee (bank, trust company, or similar financial institution) Service code 19 | 550 SOUTH 4TH STREET MINNEAPOLIS, MN 55415 | $19K |
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 6,085 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 6,085 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(8 contracts, 6 carriers) | MVP HEALTH CARE | 483 | $2.2M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 29 | $21K |
| Vision(3 contracts, 3 carriers) | HEALTH NET | 23 | $137K |
| Life insurance(2 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 480 | $497K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 483 | — |
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.