Carrier market share
Premium dollars by Schedule A carrier
100%top
- HM LIFE INSURANCE COMPANY100%
- UNITEDHEALTHCARE INSURANCE COMPANY0%
Sponsor portfolio
SCHENKEL & SHULTZ, INC.
EIN 35-1382527architecture & planningLatest filing 2025
Plans
2
Retirement
1
$9.2M assets
Welfare
1
$240K premiums
Participants
79
834 ORANGE AVENUE - WINTER PARK, FL 32789407-872-5713schenkelshultz.comLinkedIn11-50 employeesarchitecture & planning
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $240K premiums / 0 covered livesMulti-vendor
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SCHENKEL & SHULTZ, INC. 401(K) PLAN
401k
Assets$9.2M
Participants79
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SCHENKEL & SHULTZ, INC EMPLOYEE BENEFIT PLAN
Self Funded - HM LIFE INSURANCE COMPANY
Premiums$240K
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SCHENKEL & SHULTZ, INC. 401(K) PLAN | 401k | $9.2M | 79 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SCHENKEL & SHULTZ, INC EMPLOYEE BENEFIT PLAN | Self Funded | HM LIFE INSURANCE COMPANY | $240K | 0 | 2025 |
Retirement plans
Welfare plans