No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| T ROWE PRICE RPS INC NONE | Recordkeeping fees; Participant communication; Securities brokerage commissions and fees; Direct payment from the plan; Securities brokerage; Shareholder servicing fees; Investment management fees paid indirectly by plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant loan processing; Investment management; Trustee (directed); Other services; Float revenue; Other commissions; Account maintenance fees; Trustee (bank, trust company, or similar financial institution) Service code 15 | 100 EAST PRATT STREET BALTIMORE, MD 21202 | $68K |
| OLSHAN NONE | Investment advisory (plan); Plan Administrator; Legal; Direct payment from the plan; Accounting (including auditing) Service code 10 | PARK AVENUE TOWER 65 EAST 55TH STREET NEW YORK, NY 10022 | $25K |
| THE MUTUAL FUND STORE NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | 840 WILLOW ROAD NORTHBROOK, IL 60060 | $12K |
| DAVID VAUGHAN INVESTMENTS NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | 5823 N FOREST PARK DRIVE PEORIA, IL 61614 | $8K |
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 | 323 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 77 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 0 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 400 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(3 contracts, 3 carriers) | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | 0 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 0 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.