No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| WELLS FARGO ADVISORS, LLC NONE | Investment advisory (plan); Consulting fees; Participant communication; Named fiduciary; Consulting (pension); Investment advisory (participants); Other investment fees and expenses; Direct payment from the plan Service code 17 | 5613 DTC PARKWAY SUITE 1000 GREENWOOD VILLAGE, CO 80111 | $20K |
| DIGITAL RETIREMENT SOLUTIONS, INC. EIN 84-1477138 NONE | Participant communication; Direct payment from the plan; Claims processing; Participant loan processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping fees; Sub-transfer agency fees Service code 12 | — | $13K |
| MATRIX FINANCIAL SOLUTIONS, INC. EIN 20-1591048 NONE | Trustee (directed); Trustee (bank, trust company, or similar financial institution); Custodial (other than securities); Investment management; Direct payment from the plan; Float revenue; Shareholder servicing fees Service code 18 | — | $8K |
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 | 168 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 100 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 0 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 268 | 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.