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  2. The Swatch Group (U.S.) Inc.
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
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Filings through Oct 24, 2026.

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The Swatch Group (U.S.) Inc.

EIN 13-2972171-Wholesale Trade-Latest filing 2025
Plans
5
Retirement
3
$108.8M assets
Health & Benefits
2
$528K premiums
Participants
2,239
800 WATERFORD WAY, SUITE 1000 - MIAMI, FL 33126786-257-1908
Plans on this EIN
5 filings
#003401(k)-$84.2M - 1,264 part#001Traditional DB-$22.2M - 458 part#002Traditional DB-$2.3M - 59 part#501Fully insured-$528K - 1,126 lives#001Self-funded-0 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.

Retirement portfolio analytics

3 plans aggregated / $108.8M assets / 1,781 participants

Assets by plan

Share of aggregate retirement assets

  • (U.S.) INC. 401(K) (#003)$84.2M
  • EMPLOYEES' RETIREMENT PLAN (#001)$22.2M
  • EMPLOYEES' RETIREMENT PLAN (#002)$2.3M
Total $108.8MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • NEWPORT GROUP, INC.$106.5M
  • (Not disclosed)$2.3M
Total $108.8MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • (U.S.) INC. 401(K) (#003)1,264
  • EMPLOYEES' RETIREMENT PLAN (#001)458
  • EMPLOYEES' RETIREMENT PLAN (#002)59
Total 1,781Select a row to open it

Benefits portfolio analytics

2 plans / $528K premiums / 1,126 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$378K
  • Life$310K
  • Short-term disability$310K
  • Long-term disability$310K
  • Dental$93K
  • Health$70K
  • +2 more
Total $528K8 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#003

THE SWATCH GROUP (U.S.) INC. 401(K) PLAN

401(k)

Assets$84.2M
Participants1,264
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

THE SWATCH GROUP (U.S.) INC. EMPLOYEES' RETIREMENT PLAN

Traditional DB

Assets$22.2M
Participants458
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

THE SWATCH GROUP (U.S.) INC. UNION EMPLOYEES' RETIREMENT PLAN

Traditional DB

Assets$2.3M
Participants59
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

SWATCH GROUP U.S., INC. EMPLOYEE BENEFIT PLAN

Fully insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$528K
Covered lives1,126
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#001

THE SWATCH GROUP (U.S.) INC. EMPLOYEES' RETIREMENT PLAN

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

3 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#003THE SWATCH GROUP (U.S.) INC. 401(K) PLAN401(k)$84.2M1,2642025
#001THE SWATCH GROUP (U.S.) INC. EMPLOYEES' RETIREMENT PLANTraditional DB$22.2M4582025
#002THE SWATCH GROUP (U.S.) INC. UNION EMPLOYEES' RETIREMENT PLANTraditional DB$2.3M592025
  • THE SWATCH GROUP (U.S.) INC. 401(K) PLAN$84.2M
    #003 · 401(k) · 20251,264
  • THE SWATCH GROUP (U.S.) INC. EMPLOYEES' RETIREMENT PLAN$22.2M
    #001 · Traditional DB · 2025458
  • THE SWATCH GROUP (U.S.) INC. UNION EMPLOYEES' RETIREMENT PLAN$2.3M
    #002 · Traditional DB · 202559

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501SWATCH GROUP U.S., INC. EMPLOYEE BENEFIT PLANFully insuredLIFE INSURANCE COMPANY OF NORTH AMERICA$528K1,1262025
#001THE SWATCH GROUP (U.S.) INC. EMPLOYEES' RETIREMENT PLANSelf-funded-$002025
  • SWATCH GROUP U.S., INC. EMPLOYEE BENEFIT PLAN$528K
    #501 · Fully insured · LIFE INSURANCE COMPANY OF NORTH AMERICA · 20251,126
  • THE SWATCH GROUP (U.S.) INC. EMPLOYEES' RETIREMENT PLAN$0
    #001 · Self-funded · 20250
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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