No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL EIN 20-5400340 OTHER SERVICES | Recordkeeping fees; Investment advisory (participants); Securities brokerage commissions and fees; Account maintenance fees; Sub-transfer agency fees; Participant loan processing Service code 26 | — | $53K |
| LOCKTON INVESTMENT EIN 20-8874282 OTHER SERVICES | Accounting (including auditing) Service code 10 | — | $33K |
| FIDELITY INVESTMETNTS INSTITUTIONAL EIN 58-1874273 OTHER SERVICES | Investment advisory (participants) Service code 26 | — | $15K |
| STRATEGIC ADVISORS, INC. EIN 04-2654524 ADVISOR | Investment advisory (plan) Service code 27 | — | $11K |
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 | 574 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 13 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 249 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 4 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 840 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(2 contracts, 2 carriers) | NEW YORK LIFE INSURANCE COMPANY | 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."
No prospect flags tripped on this filing.