No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| TFB ADVISORS, LLC EIN 88-2289092 PLAN ADVISORY SERVICES | Investment advisory (participants); Investment advisory (plan) Service code 26 | — | $86K |
| NATIONWIDE RECORDKEEPER | Recordkeeping and information management (computing, tabulating, data processing, etc.); Custodial (other than securities); Contract Administrator Service code 13 | ONE NATIONWIDE PLAZA COLUMBUS, OH 43215 | $70K |
| TAX FAVORED BENEFITS, INC. EIN 48-1138820 THIRD PARTY ADMINISTRATO | Redemption fees; Account maintenance fees; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $15K |
| LEAFHOUSE FINANCIAL ADVISORS, LLC EIN 26-4311657 INVESTMENT ADVISOR | Investment advisory (plan) Service code 27 | — | $9K |
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 | 339 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 13 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 80 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 2 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 434 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | AMERITAS LIFE INSURANCE CORPORATION | 2 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2 | — |
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."
No prospect flags tripped on this filing.