No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| MASSACHUSETTS MUTUAL LIFE INSURANCE EIN 04-1590850 CONTRACT ADMINISTRATOR | Distribution (12b-1) fees; Sub-transfer agency fees; Other investment fees and expenses; Soft dollars commissions; Recordkeeping fees; Investment management fees paid indirectly by plan Service code 52 | — | $193K |
| LPL FINANCIAL EIN 04-3046611 REGISTERED INVESTMENT ADV | Investment advisory (plan) Service code 27 | — | $51K |
| SUEMORI & INOUYE, INC. EIN 99-0242337 THIRD PARTY ADMINISTRATOR | Consulting (pension); Direct payment from the plan; Other services Service code 17 | — | $22K |
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 | 1,142 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 28 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 164 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 1 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 1,335 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(3 contracts, 3 carriers) | WEST COAST LIFE INSURANCE COMPANY | 1 | $1K |
| 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.