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Sponsor portfolioTH

SCHINDLER ELEVATOR CORPORATION

EIN 34-1270056-mechanical or industrial engineering-Latest filing 2025
Plans
5
Retirement
3
$706.3M assets
Welfare
2
$2.2M premiums
Participants
9,758
20 WHIPPANY ROAD, PO BOX 1935 - MORRISTOWN, NJ 079621935973-397-6500LinkedIn10001+ employeesmechanical or industrial engineering
Plans on this EIN
5 filings
#002401k-$595.2M - 3,558 part#001TraditionalDB-$109.1M - 1,114 part#008401k-$2.0M - 25 part#501Mixed-$2.2M - 3,956 lives#512Self Funded-0 lives

Retirement portfolio analytics

3 plans aggregated / $706.3M assets / 4,697 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • AND INVESTMENT PLAN (#002)84%
  • CORPORATION RETIREMENT PLAN (#001)15%
  • & INVESTMENT PLAN (#008)0%
Total $706.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AND INVESTMENT PLAN (#002)3,558
  • CORPORATION RETIREMENT PLAN (#001)1,114
  • & INVESTMENT PLAN (#008)25
Total 4,697Click row to drill in

Benefits portfolio analytics

2 plans / $2.2M premiums / 3,956 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.6M
  • Life$1.4M
  • Vision$285K
  • Health$213K
  • Prescription drug$213K
  • Long-term disability$132K
  • +1 more
Total $2.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • METROPOLITAN LIFE INSURANCE COMPANY67%
  • EYEMED VISION CARE13%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA11%
  • KAISER FOUNDATION HEALTH PLAN INC6%
  • TRIPLE S SALUD, INC.4%
Total $2.2M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • AON CONSULTING INC100%
Total $142K1 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$595.2M
Participants3,558
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$2.0M
Participants25
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$2.2M
Covered lives3,956
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$595.2M3,5582025
001SCHINDLER ELEVATOR CORPORATION RETIREMENT PLANTraditionalDB$109.1M1,1142024
008SCHINDLER ELEVATOR CORP PUERTO RICO SAVINGS & INVESTMENT PLAN401k$2.0M252025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SCHINDLER ELEVATOR CORPORATION HEALTH CARE, LIFE, ACCIDENT AND DISABILITY PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$2.2M3,9562025
512SCHINDLER ELEVATOR CORPORATION OPERATIONAL PERSONNEL IMPACT PLANSelf Funded-$002025
Retirement plans
Welfare plans
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