Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$140K
- Life$118K
- Short-term disability$118K
- Long-term disability$118K
- Vision$22K
Sponsor portfolioTH
CG SCHMIDT
EIN 39-0755565Latest filing 2025
Plans
2
Retirement
1
$39.7M assets
Welfare
1
$162K premiums
Participants
385
11777 W LAKE PARK DR - MILWAUKEE, WI 532243047414-577-1026
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $162K premiums / 264 covered livesCarrier market share
Premium dollars by Schedule A carrier
73%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY73%
- QBE INSURANCE14%
- SUPERIOR DENTAL CARE14%
Broker market share
Schedule A broker compensation
100%top
- COTTINGHAM & BUTLER100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
C.G. SCHMIDT, INC. DEFINED CONTRIBUTION PLAN
401k
Assets$39.7M
Participants211
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CG SCHMIDT BENEFIT PLAN
Mixed - UNITED OF OMAHA INSURANCE COMPANY
Premiums$162K
Covered lives264
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | C.G. SCHMIDT, INC. DEFINED CONTRIBUTION PLAN | 401k | $39.7M | 211 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CG SCHMIDT BENEFIT PLAN | Mixed | UNITED OF OMAHA INSURANCE COMPANY | $162K | 264 | 2025 |
Retirement plans
Welfare plans