Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$25K
- Long-term disability$25K
- Other$25K
Sponsor portfolio
JACK SCHROEDER & ASSOCIATES LLC
EIN 39-1460915Latest filing 2025
Plans
2
Retirement
1
$6.1M assets
Welfare
1
$25K premiums
Participants
220
1175 LOMBARDI AVE., SUITE 100 - GREEN BAY, WI 54304920-884-3203
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $25K premiums / 93 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
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
JACK SCHROEDER AND ASSOCIATES, LLC 401 (K) PLAN
401k
Assets$6.1M
Participants124
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
JACK SCHROEDER AND ASSOCIATES, INC BENEFIT PLAN
Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$25K
Covered lives93
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JACK SCHROEDER AND ASSOCIATES, LLC 401 (K) PLAN | 401k | $6.1M | 124 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | JACK SCHROEDER AND ASSOCIATES, INC BENEFIT PLAN | Fully Insured | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $25K | 93 | 2025 |
Retirement plans
Welfare plans