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Sponsor portfolio

FRALEY & SCHILLING, INC.

EIN 34-1036518-transportation/trucking/railroad-Latest filing 2025
Plans
3
Retirement
2
$12.8M assets
Welfare
1
$600K premiums
Participants
1,347
1920 SOUTH STATE ROAD 3 - RUSHVILLE, IN 46173765-932-5977fraleyandschilling.comLinkedIn501-1000 employeestransportation/trucking/railroad
Plans on this EIN
3 filings
#001401k-$10.7M - 607 part#003ProfitSharing-$2.2M - 204 part#505Mixed-$600K - 5,990 lives

Retirement portfolio analytics

2 plans aggregated / $12.8M assets / 811 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • PLAN AND TRUST (#001)83%
  • PLAN AND TRUST (#003)17%
Total $12.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
83%top
  • JOHN HANCOCK LIFE INSURANCE COMPANY83%
  • (Not disclosed)17%
Total $12.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)607
  • PLAN AND TRUST (#003)204
Total 811Click row to drill in

Benefits portfolio analytics

1 plan / $600K premiums / 5,990 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$600K
  • Vision$582K
  • Life$582K
  • Short-term disability$582K
  • Long-term disability$582K
Total $600K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA97%
  • RECURO HEALTH, INC.3%
Total $600K2 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • MJ INSURANCE85%
  • JAMES R NELLIGAN & ASSOCIATES LLC15%
Total $119K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

FRALEY & SCHILLING, INC. AMENDED AND RESTATED 401(K) PROFIT-SHARING PLAN AND TRUST

401k

Assets$10.7M
Participants607
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

FRALEY & SCHILLING, INC. PROFIT SHARING PLAN AND TRUST

ProfitSharing

Assets$2.2M
Participants204
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

FRALEY & SCHILLING, INC. WELFARE BENEFIT PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$600K
Covered lives5,990
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001FRALEY & SCHILLING, INC. AMENDED AND RESTATED 401(K) PROFIT-SHARING PLAN AND TRUST401k$10.7M6072024
003FRALEY & SCHILLING, INC. PROFIT SHARING PLAN AND TRUSTProfitSharing$2.2M2042024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505FRALEY & SCHILLING, INC. WELFARE BENEFIT PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$600K5,9902025
Retirement plans
Welfare plans
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