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  2. SCHAEFFLER GROUP USA INC.
Sponsor portfolioTH

SCHAEFFLER GROUP USA INC.

EIN 57-0517596-Manufacturing-Latest filing 2025
Plans
3
Retirement
2
$947.6M assets
Welfare
1
$5.3M premiums
Participants
13,917
308 SPRINGHILL FARM ROAD - FORT MILL, SC 297159784803-548-8500
Plans on this EIN
3 filings
#003401k-$800.1M - 6,584 part#001TraditionalDB-$147.5M - 2,453 part#507Mixed-$5.3M - 8,813 lives

Retirement portfolio analytics

2 plans aggregated / $947.6M assets / 9,037 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • SAVINGS RETIREMENT PLAN (#003)84%
  • USA INC. PENSION (#001)16%
Total $947.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SAVINGS RETIREMENT PLAN (#003)6,584
  • USA INC. PENSION (#001)2,453
Total 9,037Click row to drill in

Benefits portfolio analytics

1 plan / $5.3M premiums / 8,813 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$3.1M
  • Long-term disability$989K
  • Other$717K
  • Vision$456K
Total $5.3M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY91%
  • METROPOLITAN LIFE INSURANCE COMPANY9%
Total $5.3M2 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • GALLAGHER BENEFIT SERVICES, INC.87%
  • MERCER HEALTH AND BENEFITS, LLC13%
Total $89K2 slices

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
Retirement#001

SCHAEFFLER GROUP USA INC. PENSION PLAN

TraditionalDB

Assets$147.5M
Participants2,453
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 plans2

Plan #NameTypeAssetsParticipantsLatest year
003SCHAEFFLER GROUP USA SAVINGS RETIREMENT PLAN401k$800.1M6,5842024
001SCHAEFFLER GROUP USA INC. PENSION PLANTraditionalDB$147.5M2,4532025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
507SCHAEFFLER GROUP USA INC. GROUP WELFARE BENEFITS PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$5.3M8,8132024
Retirement plans
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