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
Filings through .
Top hat
C.G. Schmidt, Inc.
EIN 39-0755565Wholesale TradeLatest filing 2025
Plans
2
Retirement
1
$45.2M assets
Health & Benefits
1
$162K premiums
Participants
394
11777 WEST LAKE PARK DRIVE - MILWAUKEE, WI 532243021414-577-1026
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $162K premiums / 264 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
C.G. SCHMIDT, INC. DEFINED CONTRIBUTION PLAN
401(k)
Assets$45.2M
Participants220
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
CG SCHMIDT BENEFIT PLAN
Mixed - UNITED OF OMAHA INSURANCE COMPANY
Premiums$162K
Covered lives264
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | C.G. SCHMIDT, INC. DEFINED CONTRIBUTION PLAN | 401(k) | $45.2M | 220 | 2025 |
- #001 · 401(k) · 2025220
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | CG SCHMIDT BENEFIT PLAN | Mixed | UNITED OF OMAHA INSURANCE COMPANY | $162K | 264 | 2025 |
- #501 · Mixed · UNITED OF OMAHA INSURANCE COMPANY · 2025264
Retirement plans
Health & Benefits plans