Assets by plan
Share of aggregate retirement assets
100%top
Sponsor portfolioTH
SCHENKER, INC
EIN 13-5619239Transportation and WarehousingLatest filing 2024
Plans
3
Retirement
2
$465.3M assets
Welfare
1
$7.4M premiums
Participants
19,729
1305 EXECUTIVE BLVD., SUITE 200 - CHESAPEAKE, VA 23320757-821-3400
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $465.3M assets / 11,500 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $7.4M premiums / 11,015 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$5.1M
- Life$3.5M
- Long-term disability$3.5M
- Health$1.8M
- Prescription drug$1.8M
- Vision$490K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
59%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY59%
- KAISER FOUNDATION HEALTH PLAN INC25%
- VISION SERVICE PLAN6%
- U.S. LEGAL SERVICES, INC.4%
- ZURICH AMERICAN INSURANCE COMPANY3%
- +3 more
Broker market share
Schedule A broker compensation
64%top
- LOCKTON COMPANIES, LLC64%
- EXPLAIN MY BENEFITS LLC36%
- MERCER HEALTH AND BENEFITS, LLC0%
- LOPEZ LUNA INSURANCE, LLC.0%
- EMPLOYEE NAVIGATOR, LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SCHENKER, INC. 401(K) SAVINGS AND INVESTMENT PLAN
401k
Assets$464.9M
Participants11,491
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
SCHENKER INC. 1165(E) SAVINGS AND INVESTMENT PLAN
ProfitSharing
Assets$401K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SCHENKER, INC. HEALTH AND WELFARE PLAN
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$7.4M
Covered lives11,015
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SCHENKER, INC. 401(K) SAVINGS AND INVESTMENT PLAN | 401k | $464.9M | 11,491 | 2024 | |
| 003 | SCHENKER INC. 1165(E) SAVINGS AND INVESTMENT PLAN | ProfitSharing | $401K | 9 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SCHENKER, INC. HEALTH AND WELFARE PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $7.4M | 11,015 | 2024 |
Retirement plans
Welfare plans