No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| INVESCO ADVISERS INC EIN 58-1707262 NONE | Direct payment from the plan; Investment management Service code 28 | — | $18K |
| GLOBAL RETIREMENT PARTNERS LLC EIN 47-1411118 NONE | Direct payment from the plan; Investment management Service code 28 | — | $14K |
| CHARLES SCHWAB & CO INC & AFFILIATE | Shareholder servicing fees Service code 59 | — | $0 |
| CHARLES SCHWAB & CO., INC. EIN 94-1737782 NONE | Shareholder servicing fees Service code 59 | — | $0 |
| CHARLES SCHWAB BANK EIN 42-1558009 NONE | Trustee (directed); Float revenue; Investment management fees paid indirectly by plan; Shareholder servicing fees Service code 25 | — | $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 | 129 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 45 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 1 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 175 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(2 contracts, 2 carriers) | NORTHWESTERN MUTUAL LIFE INSURANCE | 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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.