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Sponsor portfolio

SCHNEIDER HEATING & AIR CONDITIONING, INC.

EIN 39-1178245-construction-Latest filing 2025
Plans
2
Retirement
1
$10.4M assets
Welfare
1
$461K premiums
Participants
258
1025 2ND AVENUE SW - ONALASKA, WI 54650608-782-4035schneiderheating.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filings
#001401k-$10.4M - 139 part#505Mixed-$461K - 119 lives

Benefits portfolio analytics

1 plan / $461K premiums / 119 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$288K
  • Other$115K
  • Dental$52K
  • Life$10K
  • Vision$6K
Total $461K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • WESTPORT INSURANCE CORPORATION63%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY14%
  • DELTA DENTAL OF CALIFORNIA11%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY10%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
  • +1 more
Total $461K6 slices

Broker market share

Schedule A broker compensation

Split broker
54%top
  • T I C INC54%
  • TIC INC29%
  • GCG FINANCIAL LLC17%
Total $27K3 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

SCHNEIDER HEATING & AIR CONDITIONING, INC. PROFIT SHARING PLAN

401k

Assets$10.4M
Participants139
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

SCHNEIDER WRAP PLAN

Mixed - SWISS RE CORPORATE SOLUTIONS AMERICA INS. CORP.

Premiums$461K
Covered lives119
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SCHNEIDER HEATING & AIR CONDITIONING, INC. PROFIT SHARING PLAN401k$10.4M1392024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505SCHNEIDER WRAP PLANMixedSWISS RE CORPORATE SOLUTIONS AMERICA INS. CORP.$461K1192025
Retirement plans
Welfare plans
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