Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$487K
- Short-term disability$30K
- Dental$22K
- Vision$22K
- Life$15K
- Long-term disability$2K
Sponsor portfolioTH
SCHWAAB, INC.
EIN 39-0602450business supplies and equipmentLatest filing 2025
Plans
2
Retirement
1
$15.4M assets
Welfare
1
$556K premiums
Participants
269
12855 W. LISBON ROAD STE 100 - BROOKFIELD, WI 53005414-443-5402schwaab.comLinkedIn51-200 employeesbusiness supplies and equipment
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $556K premiums / 115 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- BLUE CROSS OF CALIFORNIA88%
- STANDARD INSURANCE COMPANY9%
- DELTA DENTAL OF CALIFORNIA4%
Broker market share
Schedule A broker compensation
100%top
- R & R INSURANCE SERVICES INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SCHWAAB, INC. 401(K) RETIREMENT PLAN
401k
Assets$15.4M
Participants154
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
SCHWAAB, INC. HEALTH AND WELFARE BENEFITS PLAN
Fully Insured - BLUE CROSS & BLUE SHIELD OF WISCONSIN
Premiums$556K
Covered lives115
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SCHWAAB, INC. 401(K) RETIREMENT PLAN | 401k | $15.4M | 154 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | SCHWAAB, INC. HEALTH AND WELFARE BENEFITS PLAN | Fully Insured | BLUE CROSS & BLUE SHIELD OF WISCONSIN | $556K | 115 | 2025 |
Retirement plans
Welfare plans