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Sponsor portfolio

SCHNITZER INVESTMENT CORP

EIN 93-0402005-Latest filing 2025
Plans
2
Retirement
1
$45.1M assets
Welfare
1
$1.2M premiums
Participants
650
PO BOX 2708 - PORTLAND, OR 97208503-242-2900
Plans on this EIN
2 filings
#003401k-$45.1M - 371 part#501Mixed-$1.2M - 517 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 517 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$696K
  • Life$519K
  • Short-term disability$511K
  • Long-term disability$511K
  • Other$6K
Total $1.2M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • UNITED HEALTHCARE INSURANCE COMPANY57%
  • SYMETRA LIFE INSURANCE COMPANY42%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY1%
  • CANOPY0%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $1.2M5 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • THE PARTNERS GROUP98%
  • LONG TERM CARE SOLUTIONS, INC.2%
Total $94K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

SCHNITZER PROPERTIES 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$45.1M
Participants371
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SCHNITZER INVESTMENT CORP EMPLOYEE BENEFIT PLAN

Mixed - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$1.2M
Covered lives517
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003SCHNITZER PROPERTIES 401(K) RETIREMENT SAVINGS PLAN401k$45.1M3712024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SCHNITZER INVESTMENT CORP EMPLOYEE BENEFIT PLANMixedUNITED HEALTHCARE INSURANCE COMPANY$1.2M5172025
Retirement plans
Welfare plans
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