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Sponsor portfolio

SCHMIDT FAMILY RESTAURANT GROUP

EIN 47-5190200-restaurants-Latest filing 2025
Plans
2
Retirement
1
$3.5M assets
Welfare
1
$115K premiums
Participants
1,156
1735 WALLER ST - PORTSMOUTH, OH 456623540740-353-0990schmidtgroup.usLinkedIn1001-5000 employeesrestaurants
Plans on this EIN
2 filings
#001401k-$3.5M - 1,031 part#501Mixed-$115K - 307 lives

Benefits portfolio analytics

1 plan / $115K premiums / 307 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$60K
  • Vision$55K
  • Dental$43K
Total $115K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • PRINCIPAL LIFE INSURANCE COMPANY52%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA37%
  • EYEMED VISION CARE10%
Total $115K3 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • MARSH & MCLENNAN AGENCY LLC97%
  • WATCHTOWER BENEFITS, LLC3%
Total $20K2 slices

Plan deep-dives

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

SCHMIDT FAMILY RESTAURANT GROU 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$3.5M
Participants1,031
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SCHMIDT FAMILY RESTAURANT GROUP

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$115K
Covered lives307
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SCHMIDT FAMILY RESTAURANT GROU 401(K) PROFIT SHARING PLAN & TRUST401k$3.5M1,0312024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SCHMIDT FAMILY RESTAURANT GROUPMixedPRINCIPAL LIFE INSURANCE COMPANY$115K3072025
Retirement plans
Welfare plans
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