Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$3.1M
- Long-term disability$989K
- Other$717K
- Vision$456K
Sponsor portfolioTH
SCHAEFFLER GROUP USA INC.
EIN 57-0517596ManufacturingLatest filing 2024
Plans
2
Retirement
1
$800.1M assets
Welfare
1
$5.3M premiums
Participants
11,464
308 SPRINGHILL FARM RD - FORT MILL, SC 29715803-547-7950
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $5.3M premiums / 8,813 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY91%
- METROPOLITAN LIFE INSURANCE COMPANY9%
Broker market share
Schedule A broker compensation
87%top
- GALLAGHER BENEFIT SERVICES, INC.87%
- 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#003
SCHAEFFLER GROUP USA SAVINGS RETIREMENT PLAN
401k
Assets$800.1M
Participants6,584
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507
SCHAEFFLER GROUP USA INC. GROUP WELFARE BENEFITS PLAN
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$5.3M
Covered lives8,813
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | SCHAEFFLER GROUP USA SAVINGS RETIREMENT PLAN | 401k | $800.1M | 6,584 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 507 | SCHAEFFLER GROUP USA INC. GROUP WELFARE BENEFITS PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $5.3M | 8,813 | 2024 |
Retirement plans
Welfare plans