Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$419K
- Prescription drug$419K
- Dental$111K
- Life$105K
- Short-term disability$105K
- Long-term disability$105K
- +1 more
Sponsor portfolio
SCHMALZ INC
EIN 56-2121931industrial automationLatest filing 2025
Plans
4
Retirement
1
$11.3M assets
Welfare
3
$634K premiums
Participants
508
5850 OAK FOREST DRIVE - RALEIGH, NC 27616919-865-0626LinkedIn1001-5000 employeesindustrial automation
Benefits portfolio analytics
3 plans / $634K premiums / 430 covered livesCarrier market share
Premium dollars by Schedule A carrier
66%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY66%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA34%
Broker market share
Schedule A broker compensation
100%top
- HUB INTERNATIONAL MIDWEST LIMITED100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SCHMALZ 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$11.3M
Participants140
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
SCHMALZ INC MEDICAL BENEFIT PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$419K
Covered lives172
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
SCHMALZ INC DENTAL BENEFIT PLAN
Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$111K
Covered lives129
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
SCHMALZ INC LIFE AND DISABILITY BENEFIT PLAN
Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$105K
Covered lives129
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SCHMALZ 401(K) PROFIT SHARING PLAN & TRUST | 401k | $11.3M | 140 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | SCHMALZ INC MEDICAL BENEFIT PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $419K | 172 | 2025 | |
| 503 | SCHMALZ INC DENTAL BENEFIT PLAN | Fully Insured | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $111K | 129 | 2025 | |
| 501 | SCHMALZ INC LIFE AND DISABILITY BENEFIT PLAN | Fully Insured | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $105K | 129 | 2025 |
Retirement plans
Welfare plans