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Sponsor portfolio

SCHIMBERG CO.

EIN 42-0509630-wholesale-Latest filing 2025
Plans
3
Retirement
1
$48.4M assets
Welfare
2
$214K premiums
Participants
647
1106 SHAVER ROAD NE - CEDAR RAPIDS, IA 52406319-365-9421schimberg.comLinkedIn51-200 employeeswholesale
Plans on this EIN
3 filings
#001401k-$48.4M - 186 part#501Mixed-$167K - 146 lives#502Mixed-$47K - 240 lives

Benefits portfolio analytics

2 plans / $214K premiums / 386 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$148K
  • Life$37K
  • Other$19K
  • Long-term disability$9K
Total $214K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
69%top
  • SKYWARD69%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY22%
  • UNITED HEALTHCARE INSURANCE COMPANY9%
Total $214K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • NORTH RISK PARTNERS LLC100%
Total $9K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SCHIMBERG CO. PROFIT SHARING PLAN

401k

Assets$48.4M
Participants186
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SCHIMBERG CO HEALTHCARE PLAN

Mixed - SKYWARD INSURANCE

Premiums$167K
Covered lives146
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

SCHIMBERG CO LIFE INSURANCE PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$47K
Covered lives240
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SCHIMBERG CO. PROFIT SHARING PLAN401k$48.4M1862025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SCHIMBERG CO HEALTHCARE PLANMixedSKYWARD INSURANCE$167K1462025
502SCHIMBERG CO LIFE INSURANCE PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$47K2402025
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