Providers › Other services
Service provider · Schedule C, plan year 2024
S B H U Life Agency Inc.
Most often reported for other services
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
S B H U Life Agency Inc. is named as a service provider on the Schedule C of 93 retirement plans with 100 or more participants for plan year 2024, covering 45,138 participant records. Most often it is reported for other services.
Reported compensation from those plans, direct and indirect, totalled $2.5M. Per plan, the median was $65.70 per participant, with the middle half of plans between $24.45 and $134. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in California (17), New York (9) and Michigan (9).
In 2009 it appeared on 19 such filings; in 2024, 94. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $24.45 | $65.70 | $134 |
| Compensation as a share of plan net assets | 0.09% | 0.17% | 0.25% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Coworx Staffing Services 401(k) Plan | Coworx Staffing Services LLC | NJ | 4,212 | $10.8M | $23K |
| Unite Here Local 26 401(k) Plan | Trustees of the Unite Here Local 26 401(k) Plan | MA | 3,537 | $100M | $94K |
| Greencorp, LLC 401(k) Plan | American Plastics, LLC | MO | 2,710 | $21.9M | $61K |
| Arch Global Holdings, LLC 401(k) Plan | Arch Global Holdings, LLC | MI | 2,208 | $128M | $158K |
| Hasc Center 401(k) Savings Plan | Hasc Center Inc. | NY | 2,021 | $14.1M | $20K |
| Axis Energy Services 401(k) Employee Savings Plan | Axis Energy Administration, LLC | TX | 1,316 | $15.8M | $717 |
| Brady Companies, LLC 401(k) Plan | Brady Companies, LLC | NV | 1,276 | $37.0M | $56K |
| I.A.T.S.E. Local 11 Section 401(k) Plan | International Alliance Theatrical Stage Employees Local 11 | MA | 1,273 | $42.1M | $68K |
| Pacific Group Resorts, Inc. 401(k) Profit Sharing Plan | Pacific Group Resorts, Inc. | UT | 1,045 | $16.1M | $20K |
| Acella Pharmaceuticals, LLC 401(k) Profit Sharing | Acella Pharmaceuticals, LLC | GA | 1,030 | $31.6M | $112K |
| The Gatesworth Employee Savings & Retirement Plan | The Gatesworth | MO | 896 | $6.0M | $5,495 |
| Advanced Medical Management 401(k) Retirement Plan | Advanced Medical Management, LLC | MD | 847 | $9.2M | $9,268 |
| Wente Family Estates 401(k) Profit Sharing Plan & Trust | Wente Vineyards | CA | 776 | $33.9M | $77K |
| Technitrol, Inc. Retirement Plan | Pulse Electronics Corporation | CA | 746 | $30.1M | $27K |
| Sma Multiple-Employer Retirement Plan | Senior Management Advisors, Inc. | FL | 724 | $6.7M | $21K |
| Galaxy Systems, Inc. 401(k) Profit Sharing Plan | Galaxy Systems, Inc. | NJ | 689 | $31.6M | $8,440 |
| Lee Contracting, Inc. 401(k) Profit Sharing Plan | Lee Contracting, Inc. | MI | 610 | $25.3M | $23K |
| Prosus 401(k) Plan | Stack Exchange, Inc. | CA | 604 | $47.6M | $43K |
| Guardian Bus Company, Inc. 401(k) Plan | Guardian Bus Company, Inc. | NY | 601 | $4.3M | $10K |
| SA Support Services, Inc. 401(k) Profit Sharing Plan and Trust | SA Support Services, Inc. | MN | 581 | $12.5M | $22K |
| Lipman 401(k) Plan | LFC Enterprises LLC | FL | 551 | $24.4M | $31K |
| Coway USA Inc. 401(k) Plan | Coway USA Inc. | CA | 507 | $7.7M | $18K |
| Bigelow Management, Inc. 401(k) Profit Sharing Plan | Bigelow Management, Inc. | NV | 493 | $10.9M | $802 |
| Royal Food Service Company, Inc. 401(k) Plan | Royal Food Service Company, Inc. | GA | 479 | $12.9M | $30K |
| Fox Brothers Piggly Wiggly 401(k) Profit Sharing Plan | Fox Brothers Piggly Wiggly | WI | 462 | $9.0M | $36K |
| Lakeshore Employment Inc. 401(k) Profit Sharing Plan and Trust | Lakeshore Employment Inc. | IL | 439 | $5.2M | $22K |
| Aztec Shops, Ltd. Defined Benefit Pension Plan - Hourly Employees | Aztec Shops, Ltd. | CA | 421 | $9.8M | $19K |
| The Lyles Group 401(k) Employee Stock Ownership Plan and Trust | Lyles Diversified, Inc. | CA | 420 | $111M | $17K |
| Hanwha Vision America Retirement Plan | Hanwha Vision America, Inc. | NJ | 408 | $22.1M | $16K |
| S & S Tool and Supply Company 401(k) Plan | S & S Tool and Supply Company | CA | 405 | $19.8M | $30K |
| Convo Communications LLC 401(k) Profit Sharing Plan and Trust | Convo Communications LLC | TX | 390 | $5.9M | $6,404 |
| The Peggs Company, Inc. 401(k) Profit Sharing Plan | The Peggs Co., Inc. | CA | 377 | $4.7M | $14K |
| Quest Events 401(k) Plan | Quest Events LLC DBA Quest Drape | TX | 360 | $6.4M | $3,899 |
| Avion Solutions, Inc. 401(k) Plan | Avion Solutions, Inc. | AL | 342 | $61.9M | $34K |
| Unified Business Technologies Inc. 401(k) Plan | Unified Business Technologies Inc. | MI | 326 | $8.1M | $5,993 |
| E.S. Kluft & Company, Inc. 401(k) Plan | E.S. Kluft & Company, Inc. | CA | 315 | $9.3M | $20K |
| Mad Mobile, Inc. 401(k) Plan | Mad Mobile, Inc. | FL | 291 | $12.9M | $19K |
| Timberline Drilling, Inc. 401(k) Plan | Timberline Drilling, Inc. | ID | 287 | $9.0M | $30K |
| N.A. Mans & Sons Inc. 401(k) Plan | N.A. Mans & Sons, Inc. | MI | 285 | $28.6M | $28K |
| Panorama Mortgage Group, LLC 401(k) Plan | Panorama Mortgage Group, LLC | NV | 284 | $8.7M | $16K |
Questions and answers
How many plans does S B H U Life Agency Inc. serve?
93 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay S B H U Life Agency Inc.?
The median plan reported $65.70 per participant in direct and indirect compensation (93 plans reporting an amount), or 0.17% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Other services (83 plans), Insurance agents and brokers (7 plans), Insurance services (7 plans) and Investment advisory (plan) (1 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.