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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 US LLC. Coverage is written through TRUSTMARK INSURANCE COMPANY and 19 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
WILLIS TOWERS WATSON US LLC
Insurance carrier
TRUSTMARK INSURANCE CO.
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-3025021 · plan 501 · as of Jul 2026

Participants
34,716
Carriers on file
20
Disclosed commissions
$1,510,002
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
TRUSTMARK INSURANCE COMPANY—792December$406,743
METROPOLITAN LIFE INSURANCE COMPANYHealth16,033December$350,921
METROPOLITAN LIFE INSURANCE COMPANYHealth16,947December$272,900
METROPOLITAN LIFE INSURANCE COMPANYHealth10,882December$269,702
METLIFE LEGAL PLANS—10,093December$209,864
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATESDental6,959December$0
KAISER FOUNDATION HEALTH PLAN INC.Health705December$0
RELIASTAR LIFE INSURANCE COMPANYStop-loss26,916December$0
SECURIAN LIFE INSURANCE COMPANYLife32,152December$0
SECURIAN LIFE INSURANCE COMPANYLife24,738December$0
VISION SERVICE PLANVision25,350December$0
KAISER FOUNDATION HEALTH PLAN OF COLORADOHealth1,103December$0
KAISER FOUNDATION HEALTH PLANS INC.Health322December$0
COMPSYCH CORPORATION—32,261December$0
UNITEDHEALTHCARE INSURANCE COMPANYHealth5December$0
CIGNA HEALTH AND LIFE INSURANCE COMPANY—1December$0
SECURIAN LIFE INSURANCE COMPANY—8,777December$0
METROPOLITAN LIFE INSURANCE COMPANYHealth17December$-26
METROPOLITAN LIFE INSURANCE COMPANYHealth17December$-37
METROPOLITAN LIFE INSURANCE COMPANYHealth16December$-65

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 US LLC.

What insurance carrier does THE CHARLES SCHWAB CORPORATION use?

THE CHARLES SCHWAB CORPORATION's benefit plan is written through TRUSTMARK INSURANCE COMPANY, among 20 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.