Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
SWATCH GROUP U.S., INC.
EIN 13-2972171Latest filing 2025
Plans
5
Retirement
3
$98.7M assets
Welfare
2
$528K premiums
Participants
2,201
800 WATERFORD WAY, SUITE 1000 - MIAMI, FL 33126201-271-1400
Retirement portfolio analytics
3 plans aggregated / $98.7M assets / 1,732 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
78%top
- (Not disclosed)78%
- NEWPORT GROUP, INC.22%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $528K premiums / 1,126 covered livesCoverage 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
Carrier market share
Premium dollars by Schedule A carrier
59%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA59%
- HAWAII MEDICAL SERVICE ASSOCIATION13%
- UNITEDHEALTHCARE INSURANCE COMPANY13%
- EYEMED VISION CARE11%
- ALPHA DENTAL PROGRAMS, INC.5%
Broker market share
Schedule A broker compensation
91%top
- MARSH & MCLENNAN AGENCY LLC91%
- THE NIA GROUP9%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
THE SWATCH GROUP (U.S.) INC. 401(K) PLAN
401k
Assets$74.7M
Participants1,204
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
THE SWATCH GROUP (U.S.) INC. EMPLOYEES' RETIREMENT PLAN
TraditionalDB
Assets$21.7M
Participants469
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THE SWATCH GROUP (U.S.) INC. UNION EMPLOYEES' RETIREMENT PLAN
TraditionalDB
Assets$2.4M
Participants59
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SWATCH GROUP U.S., INC. EMPLOYEE BENEFIT PLAN
Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$528K
Covered lives1,126
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#001
THE SWATCH GROUP (U.S.) INC. EMPLOYEES' RETIREMENT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | THE SWATCH GROUP (U.S.) INC. 401(K) PLAN | 401k | $74.7M | 1,204 | 2024 | |
| 001 | THE SWATCH GROUP (U.S.) INC. EMPLOYEES' RETIREMENT PLAN | TraditionalDB | $21.7M | 469 | 2024 | |
| 002 | THE SWATCH GROUP (U.S.) INC. UNION EMPLOYEES' RETIREMENT PLAN | TraditionalDB | $2.4M | 59 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SWATCH GROUP U.S., INC. EMPLOYEE BENEFIT PLAN | Fully Insured | LIFE INSURANCE COMPANY OF NORTH AMERICA | $528K | 1,126 | 2025 | |
| 001 | THE SWATCH GROUP (U.S.) INC. EMPLOYEES' RETIREMENT PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans