Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $20.9M assets / 320 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $2.1M premiums / 174 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Cash balance
Fully insured - BLUE CROSS BLUE SHIELD OF FLORIDA
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SWIFT RESPONSE HOLDINGS, LLLP 401(K) PLAN | 401(k) | $15.9M | 163 | 2025 |
| #002 | SWIFT CASH BALANCE PLAN | Cash balance | $5.0M | 157 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | SWIFT RESPONSE HOLDINGS, LLP HEALTH AND WELFARE PLAN | Fully insured | BLUE CROSS BLUE SHIELD OF FLORIDA | $2.1M | 174 | 2025 |