Assets by plan
Share of aggregate retirement assets
Filings through .
The Schemmer Associates Inc.
EIN 47-0520408Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
4
Retirement
2
$35.7M assets
Health & Benefits
2
$101K premiums
Participants
493
1044 N. 115TH ST, SUITE 300 - OMAHA, NE 68154402-431-6325
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $35.7M assets / 247 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- NEWPORT GROUP, INC.$34.2M
- (Not disclosed)$1.4M
Participants by plan
Active + retired + deferred vested
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
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
THE SCHEMMER ASSOCIATES INC. 401(K) SAVINGS PLAN
401(k)
Assets$34.2M
Participants209
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004
THE SCHEMMER ASSOCIATES INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$1.4M
Participants38
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#505
THE SCHEMMER ASSOCIATES, INC. ANCILLARY BENEFITS PLAN
Fully insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$101K
Covered lives199
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#506
THE SCHEMMER ASSOCIATES INC. HEALTH AND DENTAL CARE PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | THE SCHEMMER ASSOCIATES INC. 401(K) SAVINGS PLAN | 401(k) | $34.2M | 209 | 2025 |
| #004 | THE SCHEMMER ASSOCIATES INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $1.4M | 38 | 2025 |
- #003 · 401(k) · 2025209
- #004 · ESOP · 202538
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #505 | THE SCHEMMER ASSOCIATES, INC. ANCILLARY BENEFITS PLAN | Fully insured | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $101K | 199 | 2025 |
| #506 | THE SCHEMMER ASSOCIATES INC. HEALTH AND DENTAL CARE PLAN | Self-funded | - | $0 | 0 | 2025 |
- #505 · Fully insured · THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · 2025199
- #506 · Self-funded · 20250
Retirement plans
Health & Benefits plans