Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#002)$61.2M
Filings through .
Top hat
J & R Schugel Holdings, Inc.
EIN 41-1239449Transportation and WarehousingLatest filing 2025
Plans
3
Retirement
2
$71.5M assets
Health & Benefits
1
$885K premiums
Participants
1,966
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $71.5M assets / 1,544 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $885K premiums / 547 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$885K
- Life$565K
- Short-term disability$565K
- Long-term disability$565K
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
- Top brokers and their commission share
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
J&R SCHUGEL TRUCKING, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
ESOP
Assets$61.2M
Participants756
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
J&R SCHUGEL HOLDINGS, INC. RETIREMENT PLAN
401(k)
Assets$10.3M
Participants788
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
J & R SCHUGEL HOLDINGS, INC. EMPLOYEE BENEFIT PLAN AND TRUST
Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$885K
Covered lives547
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | J&R SCHUGEL TRUCKING, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $61.2M | 756 | 2024 |
| #001 | J&R SCHUGEL HOLDINGS, INC. RETIREMENT PLAN | 401(k) | $10.3M | 788 | 2025 |
- #002 · ESOP · 2024756
- #001 · 401(k) · 2025788
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | J & R SCHUGEL HOLDINGS, INC. EMPLOYEE BENEFIT PLAN AND TRUST | Mixed | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $885K | 547 | 2025 |
- #502 · Mixed · PRUDENTIAL INSURANCE COMPANY OF AMERICA · 2025547
Retirement plans
Health & Benefits plans