Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STEARNS, CONRAD & SCHMIDT CONSULTING ENGINEERS INC
EIN 54-0913440mechanical or industrial engineeringLatest filing 2025
Plans
3
Retirement
2
$424.9M assets
Welfare
1
$1.4M premiums
Participants
4,864
3900 KILROY AIRPORT WAY STE 300 - LONG BEACH, CA 90806562-426-9544LinkedIn1-10 employeesmechanical or industrial engineering
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $424.9M assets / 3,506 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.4M premiums / 1,734 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$477K
- Long-term disability$332K
- Other$250K
- Short-term disability$164K
- Vision$139K
- Health$17K
Carrier market share
Premium dollars by Schedule A carrier
76%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA76%
- RELIASTAR LIFE INSURANCE COMPANY13%
- VISION SERVICE PLAN10%
- UNITEDHEALTHCARE INSURANCE COMPANY1%
- NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Broker market share
Schedule A broker compensation
100%top
- EDGEWOOD PARTNERS INSURANCE CENTER100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SCS ENGINEERS EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$261.4M
Participants1,864
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
SCS ENGINEERS 401(K) PLAN
401k
Assets$163.5M
Participants1,642
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
SCS HEALTH AND WELFARE PLAN
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$1.4M
Covered lives1,734
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SCS ENGINEERS EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $261.4M | 1,864 | 2025 | |
| 004 | SCS ENGINEERS 401(K) PLAN | 401k | $163.5M | 1,642 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | SCS HEALTH AND WELFARE PLAN | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $1.4M | 1,734 | 2025 |
Retirement plans
Welfare plans