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Sponsor portfolio

SCHAEDLER/YESCO DISTRIBUTION, INC.

EIN 23-1486799-wholesale-Latest filing 2025
Plans
5
Retirement
2
$87.9M assets
Welfare
3
$697K premiums
Participants
1,388
5000 LOUISE DRIVE - MECHANICSBURG, PA 17055800-998-1621sydist.comLinkedIn201-500 employeeswholesale
Plans on this EIN
5 filings
#002ESOP-$47.4M - 524 part#003401k-$40.6M - 501 part#502Fully Insured-$402K - 640 lives#503Mixed-$295K - 627 lives#501Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $87.9M assets / 1,025 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • EMPLOYEE STOCK OWNERSHIP (#002)54%
  • DISTRIBUTION INC. 401(K) (#003)46%
Total $87.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
54%top
  • (Not disclosed)54%
  • CONRAD SIEGEL46%
Total $87.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)524
  • DISTRIBUTION INC. 401(K) (#003)501
Total 1,025Click row to drill in

Benefits portfolio analytics

3 plans / $697K premiums / 1,267 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$266K
  • Short-term disability$266K
  • Long-term disability$266K
  • Other$266K
  • Vision$29K
Total $295K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA90%
  • HEARTLAND10%
Total $295K2 slices

Broker market share

Schedule A broker compensation

Split broker
79%top
  • BROWN & BROWN INSURANCE SERVICES79%
  • MCCONKEY BENEFITS & FINANCIAL SERV21%
Total $14K2 slices

Plan deep-dives

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

SCHAEDLER YESCO DISTRIBUTION INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$47.4M
Participants524
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

SCHAEDLER YESCO DISTRIBUTION INC. 401(K) PLAN

401k

Assets$40.6M
Participants501
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SCHAEDLER/YESCO DISTRIBUTION, INC. EMPLOYEE BENEFIT PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$402K
Covered lives640
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

SCHAEDLER/YESCO DISTRIBUTION, INC. GROUP INSURANCE PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$295K
Covered lives627
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

SCHAEDLER/YESCO DISTRIBUTION, INC. FLEXIBLE BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SCHAEDLER YESCO DISTRIBUTION INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$47.4M5242024
003SCHAEDLER YESCO DISTRIBUTION INC. 401(K) PLAN401k$40.6M5012024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SCHAEDLER/YESCO DISTRIBUTION, INC. EMPLOYEE BENEFIT PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$402K6402024
503SCHAEDLER/YESCO DISTRIBUTION, INC. GROUP INSURANCE PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$295K6272025
501SCHAEDLER/YESCO DISTRIBUTION, INC. FLEXIBLE BENEFIT PLANSelf Funded-$002025
Retirement plans
Welfare plans
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