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Sponsor portfolio

SWIFT RESPONSE HOLDINGS LLC

EIN 27-5251756-Latest filing 2025
Plans
3
Retirement
2
$16.9M assets
Welfare
1
$2.1M premiums
Participants
451
P.O. BOX 266948 - WESTON, FL 33326954-282-5400
Plans on this EIN
3 filings
#001401k-$12.0M - 163 part#002CashBalance-$5.0M - 152 part#501Fully Insured-$2.1M - 174 lives

Retirement portfolio analytics

2 plans aggregated / $16.9M assets / 315 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • HOLDINGS, LLLP 401(K) (#001)71%
  • CASH BALANCE PLAN (#002)29%
Total $16.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HOLDINGS, LLLP 401(K) (#001)163
  • CASH BALANCE PLAN (#002)152
Total 315Click row to drill in

Benefits portfolio analytics

1 plan / $2.1M premiums / 174 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.1M
  • Health$2.1M
  • Prescription drug$1.9M
  • Dental$181K
  • Life$181K
  • Short-term disability$181K
  • +2 more
Total $2.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • SUN LIFE ASSURANCE COMPANY OF CANADA9%
  • EYEMED VISION CARE1%
  • IDIQ0%
Total $2.1M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • CONNER STRONG & BUCKELEW100%
Total $91K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SWIFT RESPONSE HOLDINGS, LLLP 401(K) PLAN

401k

Assets$12.0M
Participants163
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SWIFT CASH BALANCE PLAN

CashBalance

Assets$5.0M
Participants152
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SWIFT RESPONSE HOLDINGS, LLP HEALTH AND WELFARE PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF FLORIDA

Premiums$2.1M
Covered lives174
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SWIFT RESPONSE HOLDINGS, LLLP 401(K) PLAN401k$12.0M1632024
002SWIFT CASH BALANCE PLANCashBalance$5.0M1522024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SWIFT RESPONSE HOLDINGS, LLP HEALTH AND WELFARE PLANFully InsuredBLUE CROSS BLUE SHIELD OF FLORIDA$2.1M1742025
Retirement plans
Welfare plans
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