Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$748K
- Stop-loss$271K
- Other$188K
- Life$149K
- Long-term disability$149K
- Vision$38K
Sponsor portfolio
F. SCHUMACHER & CO.
EIN 13-1279190designLatest filing 2024
Plans
2
Retirement
1
$20.8M assets
Welfare
1
$1.2M premiums
Participants
1,221
459 BROADWAY, 2ND FLOOR - NEW YORK, NY 10013212-219-7924fschumacher.comLinkedIn501-1000 employeesdesign
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.2M premiums / 539 covered livesCarrier market share
Premium dollars by Schedule A carrier
60%top
- UNITEDHEALTHCARE INSURANCE COMPANY60%
- FAIR AMERICAN INSURANCE AND REINSURANCE COMPANY22%
- HARTFORD LIFE AND ACCIDENT12%
- VISION SERVICE PLAN3%
- AFLAC2%
- +2 more
Broker market share
Schedule A broker compensation
49%top
- ASSUREDPARTNERS49%
- CORPORATE SYNERGIES GROUP LLC43%
- AMY MEADOW4%
- JASON SALLEMI2%
- MJ INSURANCE1%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
F. SCHUMACHER & CO. 401(K) PLAN FOR SALARIED EMPLOYEES
401k
Assets$20.8M
Participants676
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
F. SCHUMACHER & CO. , LLC (A DELAWARE LLC) DBA F. SCHUMACHER & CO. EMPLOYEE BENEFITS PLAN
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.2M
Covered lives539
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | F. SCHUMACHER & CO. 401(K) PLAN FOR SALARIED EMPLOYEES | 401k | $20.8M | 676 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | F. SCHUMACHER & CO. , LLC (A DELAWARE LLC) DBA F. SCHUMACHER & CO. EMPLOYEE BENEFITS PLAN | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $1.2M | 539 | 2024 |
Retirement plans
Welfare plans