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  2. SCHWANS SHARED SERVICES, LLC
Sponsor portfolio

SCHWANS SHARED SERVICES, LLC

EIN 81-0572771-individual & family services-Latest filing 2024
Plans
3
Retirement
1
$632.3M assets
Welfare
2
$6.2M premiums
Participants
20,750
8500 NORMANDALE BLVD, STE 2000, 24TH FLOOR - BLOOMINGTON, MN 55437952-841-2641LinkedIn10001+ employeesindividual & family services
Plans on this EIN
3 filings
#001401k-$632.3M - 11,319 part#501Mixed-$6.2M - 10,434 lives#502Mixed-$49K - 190 lives

Benefits portfolio analytics

2 plans / $6.2M premiums / 10,624 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.4M
  • Life$2.3M
  • Vision$1.5M
  • Health$1.2M
  • Long-term disability$1.1M
  • Short-term disability$1.0M
Total $6.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
37%top
  • SECURIAN LIFE INSURANCE COMPANY37%
  • EYEMED VISION CARE25%
  • FOUR EVER LIFE INSURANCE COMPANY19%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA17%
  • EMPATHIA, INC.2%
  • +1 more
Total $6.2M6 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • AON CONSULTING INC100%
Total $170K1 slice

Plan deep-dives

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

SCHWAN'S COMPANY RETIREMENT SAVINGS PLAN

401k

Assets$632.3M
Participants11,319
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EMPLOYEE BENEFIT PLAN FOR EMPLOYEES OF THE SUBSIDIARIES OF SCHWAN'S COMPANY

Mixed - SECURIAN LIFE INSURANCE COMPANY

Premiums$6.2M
Covered lives10,434
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

SCHWAN'S EMPLOYEE BENEFIT PLAN FOR NORTH EAST PLANT UNION EMPLOYEES

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$49K
Covered lives190
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SCHWAN'S COMPANY RETIREMENT SAVINGS PLAN401k$632.3M11,3192024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EMPLOYEE BENEFIT PLAN FOR EMPLOYEES OF THE SUBSIDIARIES OF SCHWAN'S COMPANYMixedSECURIAN LIFE INSURANCE COMPANY$6.2M10,4342024
502SCHWAN'S EMPLOYEE BENEFIT PLAN FOR NORTH EAST PLANT UNION EMPLOYEESMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$49K1902024
Retirement plans
Welfare plans
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