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Sponsor portfolioTH

J & R SCHUGEL HOLDINGS, INC.

EIN 41-1239449-Transportation and Warehousing-Latest filing 2025
Plans
3
Retirement
2
$71.5M assets
Welfare
1
$885K premiums
Participants
1,966
2026 NORTH BROADWAY - NEW ULM, MN 560731030507-550-1702LinkedIn11-50 employees
Plans on this EIN
3 filings
#002ESOP-$61.2M - 756 part#001401k-$10.3M - 788 part#502Mixed-$885K - 547 lives

Retirement portfolio analytics

2 plans aggregated / $71.5M assets / 1,544 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • PLAN AND TRUST (#002)86%
  • INC. RETIREMENT PLAN (#001)14%
Total $71.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT PLAN (#001)788
  • PLAN AND TRUST (#002)756
Total 1,544Click row to drill in

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
Total $885K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA64%
  • COMBINED INSURANCE COMPANY OF AMERICA36%
Total $885K2 slices

Broker market share

Schedule A broker compensation

Split broker
41%top
  • STEPHENS INSURANCE LLC41%
  • EXPLAIN MY BENEFITS LLC36%
  • AON CONSULTING INC16%
  • AVANT SPECIALTY BENEFITS LLC6%
  • CUSTOM BENEFIT PROGRAMS INC0%
  • +1 more
Total $198K6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

J&R SCHUGEL TRUCKING, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

ESOP

Assets$61.2M
Participants756
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

J&R SCHUGEL HOLDINGS, INC. RETIREMENT PLAN

401k

Assets$10.3M
Participants788
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

J & R SCHUGEL HOLDINGS, INC. EMPLOYEE BENEFIT PLAN AND TRUST

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$885K
Covered lives547
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002J&R SCHUGEL TRUCKING, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP$61.2M7562024
001J&R SCHUGEL HOLDINGS, INC. RETIREMENT PLAN401k$10.3M7882025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502J & R SCHUGEL HOLDINGS, INC. EMPLOYEE BENEFIT PLAN AND TRUSTMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$885K5472025
Retirement plans
Welfare plans
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