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Sponsor portfolio

JACK SCHMITT FAMILY OF DEALERSHIPS, INC.

EIN 36-4186201-retail-Latest filing 2025
Plans
2
Retirement
1
$19.3M assets
Welfare
1
$160K premiums
Participants
348
127 REGENCY PARK DRIVE - OFALLON, IL 62269618-628-2500LinkedIn51-200 employeesretail
Plans on this EIN
2 filings
#001401k-$19.3M - 224 part#502Fully Insured-$160K - 152 lives

Benefits portfolio analytics

1 plan / $160K premiums / 152 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$146K
  • Dental$10K
  • Vision$4K
  • Life$4K
  • Other$4K
Total $160K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • METROPOLITAN LIFE INSURANCE COMPANY6%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA3%
Total $160K3 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • ASSUREDPARTNERS86%
  • MARK S METTILLE14%
Total $8K2 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

JACK SCHMITT FAMILY OF DEALERSHIPS, INC. 401(K) PLAN

401k

Assets$19.3M
Participants224
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

JACK SCHMITT FAMILY OF DEALERSHIPS, INC. WELFARE PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF ILLINOIS

Premiums$160K
Covered lives152
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JACK SCHMITT FAMILY OF DEALERSHIPS, INC. 401(K) PLAN401k$19.3M2242024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502JACK SCHMITT FAMILY OF DEALERSHIPS, INC. WELFARE PLANFully InsuredBLUE CROSS BLUE SHIELD OF ILLINOIS$160K1522025
Retirement plans
Welfare plans
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