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  2. SCHINDLER ELEVATOR CORPORATION
Sponsor portfolioTH

SCHINDLER ELEVATOR CORPORATION

EIN 34-1270056-mechanical or industrial engineering-Latest filing 2024
Plans
5
Retirement
3
$638.6M assets
Welfare
2
$3.0M premiums
Participants
10,120
20 WHIPPANY ROAD - MORRISTOWN, NJ 07960973-397-6500LinkedIn10001+ employeesmechanical or industrial engineering
Plans on this EIN
5 filings
#002401k-$527.8M - 3,634 part#001TraditionalDB-$109.1M - 1,114 part#008401k-$1.8M - 28 part#501Mixed-$3.0M - 4,014 lives#512Self Funded-0 lives

Retirement portfolio analytics

3 plans aggregated / $638.6M assets / 4,776 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • AND INVESTMENT PLAN (#002)83%
  • CORPORATION RETIREMENT PLAN (#001)17%
  • & INVESTMENT PLAN (#008)0%
Total $638.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AND INVESTMENT PLAN (#002)3,634
  • CORPORATION RETIREMENT PLAN (#001)1,114
  • & INVESTMENT PLAN (#008)28
Total 4,776Click row to drill in

Benefits portfolio analytics

2 plans / $3.0M premiums / 4,014 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.5M
  • Long-term disability$592K
  • Vision$530K
  • Health$241K
  • Prescription drug$241K
  • Other$161K
  • +1 more
Total $3.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • METROPOLITAN LIFE INSURANCE COMPANY51%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA24%
  • EYEMED VISION CARE18%
  • KAISER FOUNDATION HEALTH PLAN INC5%
  • TRIPLE S SALUD, INC.3%
Total $3.0M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • AON CONSULTING INC100%
Total $152K1 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

SCHINDLER ELEVATOR CORPORATION SAVINGS AND INVESTMENT PLAN

401k

Assets$527.8M
Participants3,634
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SCHINDLER ELEVATOR CORPORATION RETIREMENT PLAN

TraditionalDB

Assets$109.1M
Participants1,114
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#008

SCHINDLER ELEVATOR CORP PUERTO RICO SAVINGS & INVESTMENT PLAN

401k

Assets$1.8M
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SCHINDLER ELEVATOR CORPORATION HEALTH CARE, LIFE, ACCIDENT AND DISABILITY PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$3.0M
Covered lives4,014
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#512

SCHINDLER ELEVATOR CORPORATION OPERATIONAL PERSONNEL IMPACT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002SCHINDLER ELEVATOR CORPORATION SAVINGS AND INVESTMENT PLAN401k$527.8M3,6342024
001SCHINDLER ELEVATOR CORPORATION RETIREMENT PLANTraditionalDB$109.1M1,1142024
008SCHINDLER ELEVATOR CORP PUERTO RICO SAVINGS & INVESTMENT PLAN401k$1.8M282024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SCHINDLER ELEVATOR CORPORATION HEALTH CARE, LIFE, ACCIDENT AND DISABILITY PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$3.0M4,0142024
512SCHINDLER ELEVATOR CORPORATION OPERATIONAL PERSONNEL IMPACT PLANSelf Funded-$002024
Retirement plans
Welfare plans
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