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Sponsor portfolio

SCHELL BROTHERS, LLC

EIN 13-4238674-construction-Latest filing 2024
Plans
2
Retirement
1
$15.4M assets
Welfare
1
$319K premiums
Participants
551
20184 PHILLIPS STREET - REHOBOTH BEACH, DE 19971302-226-1994schellbrothers.comLinkedIn201-500 employeesconstruction
Plans on this EIN
2 filings
#001401k-$15.4M - 282 part#501Mixed-$319K - 279 lives

Benefits portfolio analytics

1 plan / $319K premiums / 279 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$295K
  • Dental$261K
  • Life$261K
  • Long-term disability$261K
  • Vision$24K
Total $319K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY82%
  • REVIVEHEALTH11%
  • STANDARD INSURANCE COMPANY8%
Total $319K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $29K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SCHELL BROTHERS, LLC 401(K) PLAN

401k

Assets$15.4M
Participants282
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OCEAN ATLANTIC COMPANIES

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$319K
Covered lives279
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SCHELL BROTHERS, LLC 401(K) PLAN401k$15.4M2822024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OCEAN ATLANTIC COMPANIESMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$319K2792024
Retirement plans
Welfare plans
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