Sponsor portfolio

SWBC PROFESSIONAL EMPLOYER SERVICES V, LLC

EIN 27-3708085Professional, Scientific, and Technical ServicesLatest filing 2024

Plans

Retirement

$201.2M assets

Welfare

$27.3M premiums

Participants

31,894

30815 US HWY 281 N. - BULVERDE, TX 781633239830-980-1200

Plans on this EIN

2 filings

#333401k-$201.2M - 13,911 part #501Mewa-$27.3M - 16,624 lives

Benefits portfolio analytics

1 plan / $27.3M premiums / 16,624 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Health$21.8M
Life$5.2M
Other$5.2M
Short-term disability$5.2M
Dental$5.2M
Vision$5.2M
+1 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

77%top

BLUE CROSS OF CALIFORNIA77%
METROPOLITAN LIFE INSURANCE COMPANY22%
RELIANCE STANDARD LIFE INSURANCE COMPANY1%
CATHOLIC LIFE INSURANCE0%
UNUM LIFE INSURANCE COMPANY OF AMERICA0%

Broker market share

Schedule A broker compensation

Split broker

100%top

SWBC LIFE INSURANCE AGENCY, INC.100%
KELLY MELISSA RUSHING0%
TROY J PALMER0%
BRIAN WHITE0%
THOMAS SNYDER0%
+3 more

Plan deep-dives

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

Retirement#333

SWBC PROFESSIONAL EMPLOYER SERVICES 401(K) PLAN

401k

Assets$201.2M

Participants13,911

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501