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  2. SCHWARZ PARTNERS LP
Sponsor portfolio

SCHWARZ PARTNERS LP

EIN 35-1970447-executive office-Latest filing 2024
Plans
4
Retirement
1
$282.0M assets
Welfare
3
$10.2M premiums
Participants
14,230
10 W. CARMEL DR., SUITE 300 - CARMEL, IN 46032317-290-1140schwarzpartners.comLinkedIn5001-10000 employeesexecutive office
Plans on this EIN
4 filings
#002401k-$282.0M - 6,320 part#503Mewa-$8.8M - 1,156 lives#501Mixed-$1.4M - 1,669 lives#502Mewa-$11K - 5,080 lives

Benefits portfolio analytics

3 plans / $10.2M premiums / 7,905 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$7.4M
  • Other$2.1M
  • Life$2.1M
  • Long-term disability$2.1M
  • Dental$489K
  • Vision$215K
Total $10.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • UNITEDHEALTHCARE INSURANCE COMPANY72%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY21%
  • DELTA DENTAL OF CALIFORNIA5%
  • UNITED HEALTHCARE INSURANCE COMPANY2%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $10.2M5 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • HYLANT GROUP INC99%
  • ASSUREDPARTNERS1%
Total $320K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SCHWARZ PARTNERS LP 401K PROFIT SHARING PLAN

401k

Assets$282.0M
Participants6,320
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

SCHWARZ PARTNERS, LP MEWA

Mewa - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$8.8M
Covered lives1,156
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

SCHWARZ PARTNERS, L.P. GROUP BENEFIT PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$1.4M
Covered lives1,669
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

SCHWARZ PARTNERS, LP TRAVEL ACCIDENT PLAN

Mewa - FEDERAL INSURANCE COMPANY

Premiums$11K
Covered lives5,080
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SCHWARZ PARTNERS LP 401K PROFIT SHARING PLAN401k$282.0M6,3202024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
503SCHWARZ PARTNERS, LP MEWAMewaUNITEDHEALTHCARE INSURANCE COMPANY$8.8M1,1562024
501SCHWARZ PARTNERS, L.P. GROUP BENEFIT PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$1.4M1,6692024
502SCHWARZ PARTNERS, LP TRAVEL ACCIDENT PLANMewaFEDERAL INSURANCE COMPANY$11K5,0802024
Retirement plans
Welfare plans
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