No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| WELLS FARGO ADVISORS, LLC NONE | Investment advisory (participants); Participant communication; Consulting (pension); Other investment fees and expenses; Direct payment from the plan; Consulting fees; Named fiduciary; Investment advisory (plan) Service code 17 | 1200 17TH STREET SUITE 2500 DENVER, CO 80202 | $37K |
| METROPOLITAN TOWER LIFE INSURANCE NONE | Insurance services; Insurance agents and brokers; Recordkeeping fees; Direct payment from the plan; Insurance brokerage commissions and fees; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | P.O. BOX 6250 JOHNSTOWN, PA 159076250 | $6K |
| DIGITAL RETIREMENT SOLUTIONS, INC. EIN 84-1477138 NONE | Participant loan processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Sub-transfer agency fees; Recordkeeping fees; Participant communication; Claims processing Service code 12 | — | $105 |
| MATRIX FINANCIAL SOLUTIONS, INC. EIN 20-1591048 NONE | Shareholder servicing fees; Trustee (directed); Direct payment from the plan; Trustee (bank, trust company, or similar financial institution); Float revenue; Investment management; Custodial (other than securities) Service code 18 | — | $70 |
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 | 112 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 81 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 0 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 193 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | GENERAL AMERICAN 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.