No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| WEAVER LLP EIN 75-0786316 CPA | Accounting (including auditing) Service code 10 | — | $16K |
| FUTUREPLAN EIN 75-1793879 TPA | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $9K |
| GEORGE VALUATION ADVISORS, INC EIN 82-3719843 APPRAISAL | Valuation (appraisals, etc.) Service code 34 | — | $9K |
| FROST NATIONAL BANK EIN 75-1584019 TRUSTEE | Direct payment from the plan; Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $6K |
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 | 164 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 74 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 0 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 242 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | RASSURE 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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.