No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC EIN 46-5378846 RECORDKEEPER | Account maintenance fees; Recordkeeping fees; Participant loan processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant communication Service code 15 | — | $283K |
| CHAS P. SMITH & ASSOCIATES EIN 59-2030217 INVESTMENT ADVISOR | Investment management fees paid directly by plan; Investment advisory (participants) Service code 26 | — | $206K |
| MERRILL LYNCH EIN 13-2859641 INVESTMENT ADVISOR | Investment advisory (participants); Investment management fees paid directly by plan Service code 26 | — | $31K |
| TD AMERITRADE EIN 47-0533629 INVESTMENT ADVISOR | Investment advisory (participants); Securities brokerage; Investment management fees paid directly by plan Service code 26 | — | $20K |
| STANCORP INVESTMENT ADVISORS INVESTMENT ADVISOR | Investment management fees paid directly by plan; Investment advisory (participants) Service code 26 | 330 W. BEARSS AVE. TAMPA, FL 33613 | $15K |
| LARSON FINANCIAL GROUP EIN 20-4773945 INVESTMENT ADVISOR | Investment advisory (participants); Investment management fees paid directly by plan Service code 26 | — | $13K |
| ALLEN & CO OF FLORIDA, INC. EIN 59-0913641 INVESTMENT ADVISOR | Investment management fees paid directly by plan; Investment advisory (participants) Service code 26 | — | $12K |
| HANSEN WEALTH MANAGEMENT EIN 52-8949526 INVESTMENT ADVISOR | Investment advisory (participants); Investment management fees paid directly by plan Service code 26 | — | $6K |
| MG TRUST DBA MATRIX TRUST EIN 75-3182674 NONE | Float revenue; Soft dollars commissions Service code 62 | — | $0 |
| TD AMERITRADE, INC. | Distribution (12b-1) fees; Sub-transfer agency fees; Shareholder servicing fees; Soft dollars commissions Service code 59 | — | $0 |
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 | 1,889 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 390 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 6 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 2,285 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | LINCOLN BENEFIT LIFE | 1 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1 | — |
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.