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Sponsor portfolioTH

THE SCOULAR COMPANY

EIN 47-0599176-logistics and supply chain-Latest filing 2025
Plans
3
Retirement
2
$252.8M assets
Welfare
1
$1.2M premiums
Participants
3,446
13660 CALIFORNIA ST, PO BOX 542047 - OMAHA, NE 68154402-342-3500scoular.comLinkedIn1001-5000 employeeslogistics and supply chain
Plans on this EIN
3 filings
#002401k-$165.7M - 1,579 part#001ProfitSharing-$87.1M - 824 part#501Mixed-$1.2M - 1,298 lives

Retirement portfolio analytics

2 plans aggregated / $252.8M assets / 2,403 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • COMPANY RETIREMENT Savings (#002)66%
  • SHARING RETIREMENT PLAN (#001)34%
Total $252.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
66%top
  • MERRILL LYNCH PIERCE FENNER & SMITH66%
  • (Not disclosed)34%
Total $252.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COMPANY RETIREMENT Savings (#002)1,579
  • SHARING RETIREMENT PLAN (#001)824
Total 2,403Click row to drill in

Benefits portfolio analytics

1 plan / $1.2M premiums / 1,298 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.1M
  • Life$618K
  • Long-term disability$618K
  • Vision$112K
  • Health$98K
  • Dental$98K
Total $1.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
45%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY45%
  • ARMADACARE33%
  • VISION SERVICE PLAN10%
  • DELAWARE AMERICAN LIFE INSURANCE COMPANY8%
  • CURALINC HEALTHCARE2%
  • +1 more
Total $1.2M6 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $51K1 slice

Plan deep-dives

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

THE SCOULAR COMPANY RETIREMENT SAVINGS PLAN

401k

Assets$165.7M
Participants1,579
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

THE SCOULAR COMPANY PROFIT SHARING RETIREMENT PLAN

ProfitSharing

Assets$87.1M
Participants824
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE SCOULAR COMPANY EMPLOYEE BENEFITS PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$1.2M
Covered lives1,298
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002THE SCOULAR COMPANY RETIREMENT SAVINGS PLAN401k$165.7M1,5792025
001THE SCOULAR COMPANY PROFIT SHARING RETIREMENT PLANProfitSharing$87.1M8242025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE SCOULAR COMPANY EMPLOYEE BENEFITS PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$1.2M1,2982025
Retirement plans
Welfare plans
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