Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.7M
- Prescription drug$1.7M
- Other$141K
- Dental$130K
- Life$130K
- Long-term disability$130K
- +1 more
Sponsor portfolio
MOWERY & SCHOENFELD, LLC
EIN 36-4111140accountingLatest filing 2025
Plans
2
Retirement
1
$20.5M assets
Welfare
1
$1.9M premiums
Participants
337
475 HALF DAY ROAD, SUITE 500 - LINCOLNSHIRE, IL 60069847-281-3517msllc.comLinkedIn51-200 employeesaccounting
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.9M premiums / 302 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- BLUE CROSS OF CALIFORNIA92%
- METROPOLITAN LIFE INSURANCE COMPANY7%
- ASSURITY LIFE INSURANCE COMPANY1%
- FIDELITY SECURITY LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
90%top
- ASSOCIATED AGENCIES, INC90%
- GIS BENEFITS INC8%
- ASSUREDPARTNERS1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MOWERY & SCHOENFELD, LLC 401(K) PLAN
401k
Assets$20.5M
Participants185
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MOWERY & SCHOENFELD EMPLOYEE WELFARE BENEFIT PLAN
Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS
Premiums$1.9M
Covered lives302
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MOWERY & SCHOENFELD, LLC 401(K) PLAN | 401k | $20.5M | 185 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MOWERY & SCHOENFELD EMPLOYEE WELFARE BENEFIT PLAN | Fully Insured | BLUECROSS BLUESHIELD OF ILLINOIS | $1.9M | 302 | 2025 |
Retirement plans
Welfare plans