Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$33K
- Dental$7K
- Other$3K
- Vision$1K
Sponsor portfolio
CANDY & SCHONWALD, PLLC
EIN 75-1447238accountingLatest filing 2024
Plans
2
Retirement
1
$17.4M assets
Welfare
1
$45K premiums
Participants
39
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $45K premiums / 20 covered livesCarrier market share
Premium dollars by Schedule A carrier
73%top
- BLUE CROSS OF CALIFORNIA73%
- SUN LIFE ASSURANCE COMPANY OF CANADA20%
- UNUM LIFE INSURANCE COMPANY OF AMERICA8%
Broker market share
Schedule A broker compensation
93%top
- MARSH & MCLENNAN AGENCY LLC93%
- MICHELE E MARTIN2%
- JESSICA CHRISTINE LEARD1%
- MPART BENEFITS INC1%
- DEACON CHARLES KAVANAUGH1%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
CANDY & SCHONWALD 401(K) PLAN & TRUST
401k
Assets$17.4M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FLEXIBLE BENEFIT PLAN FOR EMPLOYEES OF CANDY & SCHONWALD
Fully Insured - BLUE CROSS BLUE SHIELD OF TEXAS
Premiums$45K
Covered lives20
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | CANDY & SCHONWALD 401(K) PLAN & TRUST | 401k | $17.4M | 23 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FLEXIBLE BENEFIT PLAN FOR EMPLOYEES OF CANDY & SCHONWALD | Fully Insured | BLUE CROSS BLUE SHIELD OF TEXAS | $45K | 20 | 2024 |
Retirement plans
Welfare plans