Form 5500 · Employee benefit plan · WESTLAKE, TX
THE CHARLES SCHWAB CORPORATION
THE CHARLES SCHWAB CORPORATION's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is WILLIS TOWERS WATSON NORTHEAST, INC. Coverage is written through FEDERAL INSURANCE COMPANY. The plan's most recent policy period ended in October.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-3025021 · plan 507 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| FEDERAL INSURANCE COMPANY | — | 32,178 | October | $28,694 |
Questions
Who is THE CHARLES SCHWAB CORPORATION's benefits broker?
Per its most recent Form 5500 Schedule A, THE CHARLES SCHWAB CORPORATION's broker of record is WILLIS TOWERS WATSON NORTHEAST, INC.
What insurance carrier does THE CHARLES SCHWAB CORPORATION use?
THE CHARLES SCHWAB CORPORATION's benefit plan is written through FEDERAL INSURANCE COMPANY.
When does THE CHARLES SCHWAB CORPORATION's group plan renew?
The most recent Schedule A policy period for THE CHARLES SCHWAB CORPORATION ended in October. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from THE CHARLES SCHWAB CORPORATION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.