No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| SAVANT CAPITAL LLC EIN 45-3812777 NONE | Direct payment from the plan; Investment advisory (participants) Service code 26 | — | $54K |
| T ROWE PRICE RPS INC NONE | Investment management; Shareholder servicing fees; Account maintenance fees; Participant loan processing; Direct payment from the plan; Investment management fees paid indirectly by plan; Participant communication; Float revenue; Trustee (bank, trust company, or similar financial institution); Trustee (directed); Other services; Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 1307 POINT STREET BALTIMORE, MD 21231 | $33K |
| UNITED CAPITAL FINANCIAL ADVISORS EIN 27-0493248 NONE | Investment advisory (participants); Direct payment from the plan Service code 26 | — | $26K |
| SIGNATUREFD LLC EIN 58-2323085 NONE | Investment advisory (participants); Direct payment from the plan Service code 26 | — | $18K |
| CORIENT PRIVATE WEALTH LLC EIN 88-0967642 NONE | Investment advisory (participants); Direct payment from the plan Service code 26 | — | $15K |
| RENE J NEYREY EIN 43-6089088 NONE | Investment advisory (participants); Direct payment from the plan Service code 26 | — | $14K |
| CAPITAL MGMT SERVICES INC EIN 43-1410129 NONE | Investment advisory (participants); Direct payment from the plan Service code 26 | — | $7K |
| CHARLES SCHWAB & CO., INC. EIN 94-1737782 NONE | Securities brokerage; Other commissions; Securities brokerage commissions and fees; Direct payment from the plan; Shareholder servicing fees; Float revenue Service code 33 | — | $1K |
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 | 524 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 29 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 176 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 0 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 729 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | NORTHWESTERN MUTUAL | 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.