No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC EIN 46-5378846 NONE | Recordkeeping fees; Participant communication; Direct payment from the plan; Copying and duplicating; Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant loan processing Service code 15 | — | $80K |
| CHARLES SCHWAB EIN 94-1737782 NONE | Investment management; Investment management fees paid directly by plan; Investment advisory (participants) Service code 26 | — | $70K |
| RAYMOND JAMES EIN 59-1237041 NONE | Investment management fees paid directly by plan; Investment advisory (participants); Investment management Service code 26 | — | $57K |
| PERSHING EIN 95-3845382 NONE | Investment advisory (participants); Investment management fees paid directly by plan; Investment management Service code 26 | — | $51K |
| REGIONS BANK NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Investment management; Investment advisory (participants); Investment management fees paid directly by plan Service code 15 | 1900 5TH AVENUE N BIRMINGHAM, AL 35203 | $34K |
| MATERNE WEALTH ADVISERS LLC NONE | Investment advisory (participants); Investment management fees paid directly by plan; Investment management Service code 26 | P O BOX 2577 OMAHA, NE 681032577 | $33K |
| WELLS FARGO EIN 94-1347393 NONE | Investment management fees paid directly by plan; Investment management; Investment advisory (participants) Service code 26 | — | $20K |
| MORGAN STANLEY EIN 26-4310844 NONE | Investment management fees paid directly by plan; Investment advisory (participants); Investment management Service code 26 | — | $18K |
| FIDELITY EIN 04-2882358 NONE | Investment management fees paid directly by plan; Investment management; Investment advisory (participants) Service code 26 | — | $17K |
| OLD GROWTH CAPITAL NONE | Investment management fees paid directly by plan; Investment management; Investment advisory (participants) Service code 26 | 1800 CITY FARM DRIVE BLDG 4, STE A BATON ROUGE, LA 70806 | $13K |
| TRINITY CAPITAL MANAGEMENT NONE | Investment management fees paid directly by plan; Investment management; Investment advisory (participants) Service code 26 | 607 DE LA VISTA SANTA BARBARA, CA 93103 | $13K |
| MONTZ HARCUS WEALTH NONE | Investment management; Investment management fees paid directly by plan; Investment advisory (participants) Service code 26 | 610 CITY PARK AVENUE NEW ORLEANS, LA 70119 | $12K |
| DENT ASSET MANAGEMENT NONE | Investment advisory (participants); Investment management; Investment management fees paid directly by plan Service code 26 | 301 MAIN STREET STE 1502 BATON ROUGE, LA 70801 | $9K |
| MATRIX TRUST COMPANY EIN 75-3182674 NONE | Trustee (bank, trust company, or similar financial institution); Trustee (directed); Float revenue; Custodial (securities) Service code 19 | — | $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 | 294 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 90 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 0 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 384 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | AMERICAN UNITED LIFE INSURANCE COMPANY | 5 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 5 | — |
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.