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Sponsor portfolio

PETTICOAT-SCHMITT CIVIL CONTRACTORS, INC.

EIN 26-1293750-construction-Latest filing 2025
Plans
3
Retirement
2
$17.7M assets
Welfare
1
$649K premiums
Participants
640
8014 BAYBERRY ROAD - JACKSONVILLE, FL 32256904-751-0888petticoatschmitt.comLinkedIn201-500 employeesconstruction
Plans on this EIN
3 filings
#002ESOP-$14.0M - 171 part#001401k-$3.7M - 182 part#501Mixed-$649K - 415 lives

Retirement portfolio analytics

2 plans aggregated / $17.7M assets / 353 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • EMPLOYEE STOCK OWNERSHIP (#002)79%
  • PLAN AND TRUST (#001)21%
Total $17.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)182
  • EMPLOYEE STOCK OWNERSHIP (#002)171
Total 353Click row to drill in

Benefits portfolio analytics

1 plan / $649K premiums / 415 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$444K
  • Life$109K
  • Short-term disability$109K
  • Long-term disability$109K
  • Other$109K
  • Dental$96K
  • +1 more
Total $649K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • HCC LIFE INSURANCE COMPANY68%
  • UNITED HEALTHCARE INSURANCE COMPANY32%
Total $649K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • THE BALDWIN GROUP WEST LLC100%
Total $26K1 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

PETTICOAT-SCHMITT CIVIL CONTRACTORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$14.0M
Participants171
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PETTICOAT-SCHMITT CIVIL CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$3.7M
Participants182
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PETTICOAT-SCHMITT CIVIL CONTRACTORS, INC. WELFARE BENEFIT PLAN

Mixed - TOKIO MARINE

Premiums$649K
Covered lives415
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002PETTICOAT-SCHMITT CIVIL CONTRACTORS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$14.0M1712024
001PETTICOAT-SCHMITT CIVIL CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST401k$3.7M1822024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PETTICOAT-SCHMITT CIVIL CONTRACTORS, INC. WELFARE BENEFIT PLANMixedTOKIO MARINE$649K4152025
Retirement plans
Welfare plans
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