Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$562K
- Stop-loss$64K
- Dental$18K
- Vision$18K
- Other$13K
- Life$12K
- +1 more
Sponsor portfolio
SCHMITTINGER & RODRIGUEZ, P.A.
EIN 51-0119469legal servicesLatest filing 2025
Plans
2
Retirement
1
$28.5M assets
Welfare
1
$665K premiums
Participants
96
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $665K premiums / 55 covered livesCarrier market share
Premium dollars by Schedule A carrier
85%top
- BLUE CROSS OF CALIFORNIA85%
- HM LIFE INSURANCE COMPANY10%
- UNITED OF OMAHA LIFE INSURANCE COMPANY3%
- AMERITAS LIFE INSURANCE CORP.3%
Broker market share
Schedule A broker compensation
75%top
- JACLYN HOWELL75%
- IFS BENEFITS LLC22%
- GIS BENEFITS INC4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SCHMITTINGER & RODRIGUEZ, P.A. PROFIT SHARING PLAN
401k
Assets$28.5M
Participants62
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SCHMITTINGER AND RODRIGUEZ, P.A. EMPLOYEE BENEFIT PLAN
Fully Insured - HIGHMARK DELAWARE
Premiums$665K
Covered lives55
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SCHMITTINGER & RODRIGUEZ, P.A. PROFIT SHARING PLAN | 401k | $28.5M | 62 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SCHMITTINGER AND RODRIGUEZ, P.A. EMPLOYEE BENEFIT PLAN | Fully Insured | HIGHMARK DELAWARE | $665K | 55 | 2025 |
Retirement plans
Welfare plans