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Sponsor portfolio

SCHAFER INDUSTRIES, INC.

EIN 35-1718069-machinery-Latest filing 2025
Plans
2
Retirement
1
$14.7M assets
Welfare
1
$193K premiums
Participants
657
4701 NIMTZ PKWY - SOUTH BEND, IN 46628574-234-4116schaferindustries.comLinkedIn201-500 employeesmachinery
Plans on this EIN
2 filings
#001401k-$14.7M - 378 part#502Mixed-$193K - 479 lives

Benefits portfolio analytics

1 plan / $193K premiums / 479 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$169K
  • Life$147K
  • Long-term disability$147K
  • Vision$24K
Total $193K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA76%
  • EYEMED VISION CARE13%
  • RELIASTAR LIFE INSURANCE COMPANY11%
Total $193K3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • LOCKTON COMPANIES, LLC100%
  • IMG0%
Total $17K2 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

SCHAFER INDUSTRIES INC. 401K PLAN

401k

Assets$14.7M
Participants378
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SCHAFER INDUSTRIES, INC. CAFETERIA PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$193K
Covered lives479
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SCHAFER INDUSTRIES INC. 401K PLAN401k$14.7M3782024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SCHAFER INDUSTRIES, INC. CAFETERIA PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$193K4792025
Retirement plans
Welfare plans
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