Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STEARNS, CONRAD & SCHMIDT CONSULTING ENGINEERS INC
EIN 54-0913440mechanical or industrial engineeringLatest filing 2024
Plans
3
Retirement
2
$413.0M assets
Welfare
1
$1.4M premiums
Participants
4,732
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 / $413.0M assets / 3,428 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.4M premiums / 3,253 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$449K
- Long-term disability$352K
- Other$259K
- Short-term disability$158K
- Vision$129K
- Health$17K
Carrier market share
Premium dollars by Schedule A carrier
75%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA75%
- RELIASTAR LIFE INSURANCE COMPANY12%
- VISION SERVICE PLAN9%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY2%
- UNITEDHEALTHCARE INSURANCE COMPANY1%
- +1 more
Broker market share
Schedule A broker compensation
87%top
- EDGEWOOD PARTNERS INSURANCE CENTER87%
- MERCER HEALTH AND BENEFITS, LLC13%
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$249.4M
Participants1,786
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 lives3,253
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 | $249.4M | 1,786 | 2024 | |
| 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 | 3,253 | 2024 |
Retirement plans
Welfare plans