No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC EIN 34-1479833 NONE | Recordkeeping fees; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Investment advisory (participants) Service code 15 | — | $126K |
| RNC GENTER CAPITAL MANAGEMENT EIN 95-4670255 NONE | Investment advisory (participants); Direct payment from the plan Service code 26 | — | $13K |
| MATSON MONEY INC EIN 31-1334658 NONE | Direct payment from the plan; Investment advisory (participants) Service code 26 | — | $12K |
| OAKWOOD CAPITAL MANAGEMENT LLC EIN 95-4676409 NONE | Investment advisory (participants); Direct payment from the plan Service code 26 | — | $7K |
| CHARLES SCHWAB & CO., INC EIN 94-1737782 NONE | Shareholder servicing fees; Securities brokerage commissions and fees; Securities brokerage; Direct payment from the plan; Other investment fees and expenses; Float revenue Service code 33 | — | $3K |
| CHARLES SCHWAB BANK EIN 42-1558009 NONE | Direct payment from the plan; Trustee (directed); Other services; Investment management fees paid indirectly by plan; Float revenue Service code 25 | — | $8 |
| CHARLES SCHWAB & CO AND AFFILIATES | Shareholder servicing fees Service code 59 | — | $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 | 331 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 52 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 0 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 383 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | PHOENIX 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.