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Sponsor portfolio

SWAN PRODUCTS LLC

EIN 30-0762206-consumer goods-Latest filing 2025
Plans
2
Retirement
1
$6.5M assets
Welfare
1
$397K premiums
Participants
696
7840 ROSWELL RD, BUILDING 100, SUITE 130 - SANDY SPRINGS, GA 30350470-294-2644swanhose.comLinkedIn201-500 employeesconsumer goods
Plans on this EIN
2 filings
#001401k-$6.5M - 359 part#501Mixed-$397K - 297 lives

Benefits portfolio analytics

1 plan / $397K premiums / 297 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$245K
  • Vision$245K
  • Life$245K
  • Other$245K
  • Short-term disability$152K
  • Long-term disability$152K
Total $397K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA62%
  • UNITED HEALTHCARE INSURANCE COMPANY38%
Total $397K2 slices

Broker market share

Schedule A broker compensation

Split broker
62%top
  • CBIZ BENEFITS & INSURANCE SERVICES62%
  • THE CARSON GROUP INC38%
Total $70K2 slices

Plan deep-dives

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

SWAN PRODUCTS LLC 401(K) PLAN

401k

Assets$6.5M
Participants359
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SWAN PRODUCTS LLC

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$397K
Covered lives297
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SWAN PRODUCTS LLC 401(K) PLAN401k$6.5M3592024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SWAN PRODUCTS LLCMixedSUN LIFE ASSURANCE COMPANY OF CANADA$397K2972025
Retirement plans
Welfare plans
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