Open any plan below to see its carriers, broker commissions and premiums.
Solo shows those sections on each welfare plan. Your first month is $4.99.
Sponsor portfolioWelfare / HealthEIN 94-3025021
THE CHARLES SCHWAB CORPORATION
3000 SCHWAB WAY · WESTLAKE, TX 76262
4156677000
- Plans filed
- 5
- Years active
- 2015–2024
- Industry
- NAICS 52
- Latest filing
- 2024
Total premiums (latest)
$60.5M
No prior year
Persons covered
91,915
No prior year
Total participants
129,927
No prior year
Plans filed
5
No prior year
Plans under this sponsor
5 plans
Plan #501$50.3M
THE CHARLES SCHWAB GROUP LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT, DEATH BENEFIT, MEDICAL, DENTAL AND VISION PLAN
Fully insured32,261 covered·13 carriers
Primary: SECURIAN LIFE INSURANCE COMPANY
Plan #506$10.1M
THE CHARLES SCHWAB DISABILITY PLAN
Mixed27,476 covered·2 carriers
Primary: LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #507$115K
THE CHARLES SCHWAB BUSINESS TRAVEL ACCIDENT INSURANCE PLAN
Fully insured32,178 covered·1 carrier
Primary: FEDERAL INSURANCE COMPANY
Plan #509$0
THE CHARLES SCHWAB SEVERANCE PAY PLAN
Self-funded0 covered·0 carriers
Plan #508$0
THE CHARLES SCHWAB CAFETERIA PLAN
Self-funded0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $19.6M | 26.2% | |
| Health | $19.0M | 25.5% | |
| Life | $13.0M | 17.4% | |
| Long-term disability | $9.0M | 12.1% | |
| Stop-loss | $7.7M | 10.3% | |
| Vision | $5.3M | 7.1% | |
| Dental | $1.1M | 1.4% |
Carrier overview
12 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 411412669 | LOth | $14.1M | 23.4% | 1 | 3 | 32,152 |
EIN 840591617 | HOth | $13.0M | 21.5% | 1 | 3 | 1,103 |
EIN 350472300 | LTD | $9.0M | 14.9% | 1 | 1 | 27,476 |
EIN 135581829 | HOth | $8.2M | 13.6% | 1 | 7 | 16,947 |
EIN 410451140 | SL | $7.7M | 12.7% | 1 | 1 | 26,916 |
EIN 941632821 | V | $5.3M | 8.8% | 1 | 1 | 25,350 |
EIN 751277524 | Oth | $1.1M | 1.9% | 1 | 1 | 1,175 |
EIN 591031071 | DOth | $1.1M | 1.8% | 1 | 2 | 6,959 |
EIN 360792925 | Oth | $407K | 0.7% | 1 | 1 | 792 |
EIN 363739783 | Oth | $402K | 0.7% | 1 | 1 | 32,261 |
EIN 131963496 | Oth | $115K | 0.2% | 1 | 1 | 32,178 |
EIN 362739571 | H | $24K | 0.0% | 1 | 1 | 5 |
Broker overview
6 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | NEW YORK, NY | FEDERAL INSURANCE COMPANY, LINCOLN NATIONAL LIFE INSURANCE COMPANY, SECURIAN LIFE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY, METLIFE LEGAL PLANS | $1.3M | $1.1M | $2.4M | 76.1% | 3 |
| AMERICAN BENEFITS & | NEW YORK, NY | BERKSHIRE LIFE INSURANCE COMPANY OF AMERICA | $527K | $0 | $527K | 16.7% | 1 |
| RUTH LARKIN | LAKEWOOD, CO | TRUSTMARK INSURANCE COMPANY | $94K | $0 | $94K | 3.0% | 1 |
| LTCI PARTNERS LLC | SAN ANTONIO, TX | TRUSTMARK INSURANCE COMPANY | $65K | $0 | $65K | 2.1% | 1 |
| J MANNING AND ASSOCIATES | CHICAGO, IL | TRUSTMARK INSURANCE COMPANY | $65K | $0 | $65K | 2.1% | 1 |
| AMERICAN BENEFITS AND COMPENSATION | NEW YORK, NY | METLIFE LEGAL PLANS, METROPOLITAN LIFE INSURANCE COMPANY | -$128 | $4K | $4K | 0.1% | 1 |
History & trajectory
10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan