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Sponsor portfolio

SCHWEBEL BAKING CO.

EIN 34-0516340-food production-Latest filing 2025
Plans
4
Retirement
3
$66.2M assets
Welfare
1
$114K premiums
Participants
2,321
PO BOX 6018, 965 EAST MIDLOTHIAN BOULEVARD - YOUNGSTOWN, OH 44502330-783-2860schwebels.comLinkedIn501-1000 employeesfood production
Plans on this EIN
4 filings
#004401k-$37.1M - 1,414 part#005TraditionalDB-$22.7M - 240 part#003TraditionalDB-$6.4M - 177 part#502Mixed-$114K - 490 lives

Retirement portfolio analytics

3 plans aggregated / $66.2M assets / 1,831 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • COMPANY 401K PLAN (#004)56%
  • COLLECTIVELY BARGAINED PENSION (#005)34%
  • BAKING COMPANY PENSION (#003)10%
Total $66.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COMPANY 401K PLAN (#004)1,414
  • COLLECTIVELY BARGAINED PENSION (#005)240
  • BAKING COMPANY PENSION (#003)177
Total 1,831Click row to drill in

Benefits portfolio analytics

1 plan / $114K premiums / 490 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$114K
  • Long-term disability$114K
  • Other$114K
Total $114K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Total $114K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ASSUREDPARTNERS100%
Total $7K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

THE SCHWEBEL BAKING COMPANY 401K PLAN

401k

Assets$37.1M
Participants1,414
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

SCHWEBEL BAKING COMPANY COLLECTIVELY BARGAINED PENSION PLAN

TraditionalDB

Assets$22.7M
Participants240
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

SCHWEBEL BAKING COMPANY PENSION PLAN

TraditionalDB

Assets$6.4M
Participants177
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SCHWEBEL BAKING CO. EMPLOYEE BENEFITS PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$114K
Covered lives490
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
004THE SCHWEBEL BAKING COMPANY 401K PLAN401k$37.1M1,4142024
005SCHWEBEL BAKING COMPANY COLLECTIVELY BARGAINED PENSION PLANTraditionalDB$22.7M2402024
003SCHWEBEL BAKING COMPANY PENSION PLANTraditionalDB$6.4M1772024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SCHWEBEL BAKING CO. EMPLOYEE BENEFITS PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$114K4902025
Retirement plans
Welfare plans
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