Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$48K
- Long-term disability$48K
- Other$48K
Filings through .
Steven Schaefer Associates, Inc.
EIN 31-0964154Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
1
$34.2M assets
Health & Benefits
1
$48K premiums
Participants
243
537 E PETE ROSE WAY STE 400 - CINCINNATI, OH 45202513-675-2242
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $48K premiums / 102 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
SCHAEFER 401(K) PROFIT SHARING PLAN
401(k)
Assets$34.2M
Participants141
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
STEVEN SCHAEFER ASSOCIATES, INC. BENEFIT PLAN
Fully insured - HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY
Premiums$48K
Covered lives102
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SCHAEFER 401(K) PROFIT SHARING PLAN | 401(k) | $34.2M | 141 | 2025 |
- #001 · 401(k) · 2025141
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | STEVEN SCHAEFER ASSOCIATES, INC. BENEFIT PLAN | Fully insured | HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY | $48K | 102 | 2025 |
- #501 · Fully insured · HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY · 2025102
Retirement plans
Health & Benefits plans