No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| FIDELITY INV. INST. OPS. CO., INC. EIN 04-2647786 RECORDKEEPER | Recordkeeping fees; Participant loan processing; Direct payment from the plan; Sub-transfer agency fees; Account maintenance fees Service code 37 | — | $2.3M |
| WELLS FARGO BANK, N.A. TRUST OPS NONE | Investment management; Direct payment from the plan Service code 28 | P.O. BOX 1517 MINNEAPOLIS, MN 554801517 | $139K |
| SYSCO CORPORATION EIN 74-1648137 PLAN SPONSOR | Plan Administrator; Direct payment from the plan; Other services; Other investment fees and expenses Service code 14 | — | $61K |
| ADP, INC. EIN 13-3036745 NONE | Other services; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $42K |
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 | 39,085 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 126 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 7,784 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 131 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 47,126 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | JACKSON NATIONAL LIFE INSURANCE CO | 10 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 10 | — |
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.