Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$48K
- Long-term disability$48K
- Other$48K
Sponsor portfolio
STEVEN SCHAEFER ASSOCIATES, INC.
EIN 31-0964154Latest filing 2025
Plans
2
Retirement
1
$29.3M assets
Welfare
1
$48K premiums
Participants
234
537 EAST PETE ROSE WAY, SUITE 400 - CINCINNATI, OH 45202513-699-2564
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $48K premiums / 102 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- HARTFORD LIFE AND ACCIDENT100%
Broker market share
Schedule A broker compensation
100%top
- ASSUREDPARTNERS100%
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 401(K) PROFIT SHARING PLAN
401k
Assets$29.3M
Participants132
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
STEVEN SCHAEFER ASSOCIATES, INC. BENEFIT PLAN
Fully Insured - HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY
Premiums$48K
Covered lives102
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SCHAEFER 401(K) PROFIT SHARING PLAN | 401k | $29.3M | 132 | 2024 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans