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Sponsor portfolio

SCHATTEN PROPERTIES MANAGEMENT COMP

EIN 62-1570614-real estate-Latest filing 2025
Plans
2
Retirement
1
$3.4M assets
Welfare
1
$30K premiums
Participants
225
1514 SOUTH STREET - NASHVILLE, TN 37212615-329-3011schattenproperties.comLinkedIn51-200 employeesreal estate
Plans on this EIN
2 filings
#001401k-$3.4M - 121 part#502Mixed-$30K - 141 lives

Benefits portfolio analytics

1 plan / $30K premiums / 141 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$30K
  • Short-term disability$30K
  • Long-term disability$30K
Total $30K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • PRINCIPAL LIFE INSURANCE COMPANY100%
Total $30K1 slice

Broker market share

Schedule A broker compensation

Split broker
83%top
  • DIGITAL INSURANCE LLC83%
  • CENTRO BENEFITS RESEARCH LLC17%
Total $9K2 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

SCHATTEN PROPERTIES MANAGEMENT 401K PLAN

401k

Assets$3.4M
Participants121
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SCHATTEN PROPERTIES MANAGEMENT COMPANY, INC. LIFE, LONG TERM AND SHORT TERM DISABILITY INSURANCE

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$30K
Covered lives141
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SCHATTEN PROPERTIES MANAGEMENT 401K PLAN401k$3.4M1212025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SCHATTEN PROPERTIES MANAGEMENT COMPANY, INC. LIFE, LONG TERM AND SHORT TERM DISABILITY INSURANCEMixedPRINCIPAL LIFE INSURANCE COMPANY$30K1412025
Retirement plans
Welfare plans
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