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Sponsor portfolio

THE SCHEMMER ASSOCIATES INC.

EIN 47-0520408-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
4
Retirement
2
$31.3M assets
Welfare
2
$101K premiums
Participants
494
1044 NORTH 115TH STREET - OMAHA, NE 68154402-493-4800
Plans on this EIN
4 filings
#003401k-$29.8M - 210 part#004ESOP-$1.4M - 38 part#505Fully Insured-$101K - 199 lives#506Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $31.3M assets / 248 participants

Assets by plan

Share of aggregate retirement assets

95%top
  • INC. INCOME Savings (#003)95%
  • EMPLOYEE STOCK OWNERSHIP (#004)5%
Total $31.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. INCOME Savings (#003)210
  • EMPLOYEE STOCK OWNERSHIP (#004)38
Total 248Click row to drill in

Benefits portfolio analytics

2 plans / $101K premiums / 199 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$90K
  • Short-term disability$90K
  • Long-term disability$90K
  • Other$90K
  • Vision$11K
Total $101K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY89%
  • EYEMED VISION CARE11%
  • HARTFORD LIFE AND ACCIDENT0%
Total $101K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $3K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

THE SCHEMMER ASSOCIATES INC. INCOME SAVINGS PLAN

401k

Assets$29.8M
Participants210
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

THE SCHEMMER ASSOCIATES INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$1.4M
Participants38
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

THE SCHEMMER ASSOCIATES, INC. ANCILLARY BENEFITS PLAN

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$101K
Covered lives199
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

THE SCHEMMER ASSOCIATES INC. HEALTH AND DENTAL CARE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003THE SCHEMMER ASSOCIATES INC. INCOME SAVINGS PLAN401k$29.8M2102024
004THE SCHEMMER ASSOCIATES INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$1.4M382025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
505THE SCHEMMER ASSOCIATES, INC. ANCILLARY BENEFITS PLANFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$101K1992025
506THE SCHEMMER ASSOCIATES INC. HEALTH AND DENTAL CARE PLANSelf Funded-$002025
Retirement plans
Welfare plans
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