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Sponsor portfolio

SPECTRUM MEDICAL, INC.

EIN 20-8208460-Wholesale Trade-Latest filing 2025
Plans
2
Retirement
1
$11.8M assets
Welfare
1
$328K premiums
Participants
240
481 MUNN RD., STE 180 - FORT MILL, SC 29715803-802-1441
Plans on this EIN
2 filings
#002401k-$11.8M - 127 part#504Fully Insured-$328K - 226 lives

Benefits portfolio analytics

1 plan / $328K premiums / 226 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$328K
  • Vision$328K
  • Life$328K
  • Short-term disability$328K
  • Long-term disability$328K
  • Other$328K
Total $328K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • PRINCIPAL LIFE INSURANCE COMPANY100%
Total $328K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • SCHAUB INSURANCE LLC100%
Total $51K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SPECTRUM MEDICAL 401(K) PLAN

401k

Assets$11.8M
Participants127
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

SPECTRUM MEDICAL, INC. ANCILLARY PLAN

Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$328K
Covered lives226
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SPECTRUM MEDICAL 401(K) PLAN401k$11.8M1272025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504SPECTRUM MEDICAL, INC. ANCILLARY PLANFully InsuredPRINCIPAL LIFE INSURANCE COMPANY$328K2262025
Retirement plans
Welfare plans
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