Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.3M
- Dental$1.3M
- Life$30K
- Other$30K
- Short-term disability$26K
- Vision$13K
Sponsor portfolio
SCHRAAD & ASSOC-SALES/MARKETING, INC.
EIN 47-1568101computer softwareLatest filing 2025
Plans
3
Retirement
1
$11.8M assets
Welfare
2
$2.4M premiums
Participants
517
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $2.4M premiums / 332 covered livesCarrier market share
Premium dollars by Schedule A carrier
95%top
- BLUE CROSS OF CALIFORNIA95%
- UNITED OF OMAHA LIFE INSURANCE COMPANY4%
- DEARBORN LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
100%top
- BANCFIRST INSURANCE SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SCHRAAD & ASSOCIATES SALES/MARKETING, INC. 401(K) PLAN
401k
Assets$11.8M
Participants185
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
SCHRAAD & ASSOCIATES SALES/MARKETING, INC.
Fully Insured - BLUE CROSS BLUE SHIELD OF OKLAHOMA
Premiums$1.3M
Covered lives174
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
SCHRAAD & ASSOCIATES SALES/MARKETING, INC.
Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY
Premiums$1.1M
Covered lives158
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SCHRAAD & ASSOCIATES SALES/MARKETING, INC. 401(K) PLAN | 401k | $11.8M | 185 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | SCHRAAD & ASSOCIATES SALES/MARKETING, INC. | Fully Insured | BLUE CROSS BLUE SHIELD OF OKLAHOMA | $1.3M | 174 | 2025 | |
| 502 | SCHRAAD & ASSOCIATES SALES/MARKETING, INC. | Fully Insured | UNITED HEALTHCARE INSURANCE COMPANY | $1.1M | 158 | 2024 |
Retirement plans
Welfare plans