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  2. ZSCHIMMER AND SCHWARZ, INC.
Sponsor portfolio

ZSCHIMMER AND SCHWARZ, INC.

EIN 58-2424308-Latest filing 2025
Plans
2
Retirement
1
$13.6M assets
Welfare
1
$258K premiums
Participants
493
70 GEORGIA HIGHWAY, 22 WEST - MILLEDGEVILLE, GA 31061478-454-1942
Plans on this EIN
2 filings
#001401k-$13.6M - 305 part#501Mixed-$258K - 215 lives

Benefits portfolio analytics

1 plan / $258K premiums / 215 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$258K
  • Vision$258K
  • Life$258K
  • Short-term disability$258K
  • Long-term disability$258K
  • Other$258K
Total $258K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $258K1 slice

Broker market share

Schedule A broker compensation

Split broker
74%top
  • STERLING SEACREST PRITCHARD, INC.74%
  • THE CASON GROUP INC26%
Total $55K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ZSCHIMMER AND SCHWARZ, INC. 401(K) PLAN

401k

Assets$13.6M
Participants305
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ZSCHIMMER & SCHWARZ WELFARE PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$258K
Covered lives215
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ZSCHIMMER AND SCHWARZ, INC. 401(K) PLAN401k$13.6M3052024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ZSCHIMMER & SCHWARZ WELFARE PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$258K2152025
Retirement plans
Welfare plans
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