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Sponsor portfolio

SCHUSTERMAN INTERESTS, LLC

EIN 85-3282808-Management of Companies and Enterprises-Latest filing 2025
Plans
2
Retirement
1
$172.5M assets
Welfare
1
$393K premiums
Participants
821
110 WEST 7TH STREET, SUITE 2000 - TULSA, OK 74119918-879-0279
Plans on this EIN
2 filings
#001401k-$172.5M - 472 part#501Mixed-$393K - 309 lives

Benefits portfolio analytics

1 plan / $393K premiums / 309 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$314K
  • Life$299K
  • Long-term disability$299K
  • Vision$79K
Total $393K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • HARTFORD LIFE AND ACCIDENT79%
  • VISION SERVICE PLAN20%
  • FOUR EVER LIFE INSURANCE COMPANY0%
Total $393K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • EDGEWOOD PARTNERS INSURANCE CENTER100%
Total $4K1 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

THE SCHUSTERMAN INTERESTS, LLC EMPLOYEES' THRIFT RETIREMENT PLAN

401k

Assets$172.5M
Participants472
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SCHUSTERMAN INTERESTS, LLC WELFARE BENEFITS PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$393K
Covered lives309
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE SCHUSTERMAN INTERESTS, LLC EMPLOYEES' THRIFT RETIREMENT PLAN401k$172.5M4722025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SCHUSTERMAN INTERESTS, LLC WELFARE BENEFITS PLANMixedHARTFORD LIFE AND ACCIDENT$393K3092025
Retirement plans
Welfare plans
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