Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$574K
- Life$562K
- Short-term disability$486K
- Long-term disability$486K
- Vision$69K
Sponsor portfolioTH
SCHUPAN & SONS, INC.
EIN 38-2116904machineryLatest filing 2025
Plans
2
Retirement
1
$47.4M assets
Welfare
1
$643K premiums
Participants
1,224
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $643K premiums / 1,145 covered livesCarrier market share
Premium dollars by Schedule A carrier
76%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA76%
- TRUSTMARK INSURANCE COMPANY12%
- EYEMED VISION CARE11%
- HEALTHJOY2%
Broker market share
Schedule A broker compensation
87%top
- LOCKTON COMPANIES, LLC87%
- LIGHTHOUSE GROUP8%
- ACCRETIVE ENROLLMENT SERVICES LLC5%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
SCHUPAN & SONS, INC. PROFIT SHARING AND 401(K) SAVINGS PLAN
401k
Assets$47.4M
Participants690
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
SCHUPAN AND SONS, INC. WELFARE BENEFIT PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$643K
Covered lives1,145
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | SCHUPAN & SONS, INC. PROFIT SHARING AND 401(K) SAVINGS PLAN | 401k | $47.4M | 690 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | SCHUPAN AND SONS, INC. WELFARE BENEFIT PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $643K | 1,145 | 2025 |
Retirement plans
Welfare plans