Form 5500 · Employee benefit plan · WESTLAKE, TX
THE CHARLES SCHWAB CORPORATION
Public Form 5500 records show how THE CHARLES SCHWAB CORPORATION (WESTLAKE, TX) structures its employee benefits. Its broker of record is AMERICAN BENEFITS &. Coverage is written through BERKSHIRE LIFE INSURANCE COMPANY OF AMERICA and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-3025021 · plan 506 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BERKSHIRE LIFE INSURANCE COMPANY OF AMERICA | — | 1,175 | December | $526,587 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 27,476 | December | $0 |
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 AMERICAN BENEFITS &.
What insurance carrier does THE CHARLES SCHWAB CORPORATION use?
THE CHARLES SCHWAB CORPORATION's benefit plan is written through BERKSHIRE LIFE INSURANCE COMPANY OF AMERICA, among 2 disclosed carriers.
When does THE CHARLES SCHWAB CORPORATION's group plan renew?
The most recent Schedule A policy period for THE CHARLES SCHWAB CORPORATION ended in December. 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.