Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$104K
- Vision$2K
Sponsor portfolio
SWARTZ SUPPLY CO., INC.
EIN 23-1581476Wholesale TradeLatest filing 2025
Plans
2
Retirement
1
$4.4M assets
Welfare
1
$107K premiums
Participants
74
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $107K premiums / 34 covered livesCarrier market share
Premium dollars by Schedule A carrier
98%top
- HM LIFE INSURANCE COMPANY98%
- FIDELITY SECURITY LIFE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
100%top
- BROWN & BROWN INSURANCE SERVICES100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SWARTZ SUPPLY CO., INC. PROFIT SHARING 401(K) PLAN
401k
Assets$4.4M
Participants40
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SWARTZ SUPPLY CO., INC. EMPLOYEE BENEFIT PLAN
Mixed - HM LIFE INSURANCE COMPANY
Premiums$107K
Covered lives34
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SWARTZ SUPPLY CO., INC. PROFIT SHARING 401(K) PLAN | 401k | $4.4M | 40 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SWARTZ SUPPLY CO., INC. EMPLOYEE BENEFIT PLAN | Mixed | HM LIFE INSURANCE COMPANY | $107K | 34 | 2024 |
Retirement plans
Welfare plans