PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. SCHAEFER SYSTEMS INTERNATIONAL, INC
Sponsor portfolio

SCHAEFER SYSTEMS INTERNATIONAL, INC

EIN 22-1851861-logistics and supply chain-Latest filing 2025
Plans
2
Retirement
1
$32.9M assets
Welfare
1
$367K premiums
Participants
704
5032 SIRONA DRIVE, SUITE 100 - CHARLOTTE, NC 28273704-944-4500LinkedIn1-10 employeeslogistics and supply chain
Plans on this EIN
2 filings
#001401k-$32.9M - 406 part#501Mixed-$367K - 291 lives

Benefits portfolio analytics

1 plan / $367K premiums / 291 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$181K
  • Life$148K
  • Long-term disability$86K
  • Short-term disability$73K
  • Vision$27K
Total $367K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY91%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY9%
Total $367K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $49K1 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

SCHAEFER SYSTEMS INTERNATIONAL, INC. 401(K) RETIREMENT PLAN

401k

Assets$32.9M
Participants406
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SCHAEFER SYSTEMS INTERNATIONAL, INC HEALTH & WELFARE BENEFITS PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$367K
Covered lives291
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SCHAEFER SYSTEMS INTERNATIONAL, INC. 401(K) RETIREMENT PLAN401k$32.9M4062024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SCHAEFER SYSTEMS INTERNATIONAL, INC HEALTH & WELFARE BENEFITS PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$367K2912025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica