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Sponsor portfolio

SKYWARD MANAGEMENT LLC

EIN 30-1154737-Latest filing 2025
Plans
2
Retirement
1
$1.5M assets
Welfare
1
$1.8M premiums
Participants
374
9787 N 91ST ST, STE 101 - SCOTTSDALE, AZ 85258602-354-5310
Plans on this EIN
2 filings
#002401k-$1.5M - 189 part#501Fully Insured-$1.8M - 275 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 275 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Dental$98K
  • Short-term disability$38K
  • Other$37K
  • Vision$27K
  • Long-term disability$24K
  • +1 more
Total $1.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • AETNA LIFE INSURANCE COMPANY87%
  • DELTA DENTAL OF CALIFORNIA6%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA5%
  • VISION SERVICE PLAN2%
  • HARTFORD LIFE AND ACCIDENT1%
Total $1.8M5 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • BROWN & BROWN INSURANCE SERVICES98%
  • STRATEGIC NON-MEDICAL SOLUTION2%
  • EMPLOYEE NAVIGATOR, LLC0%
Total $104K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SKYWARD MANAGEMENT RETIREMENT PLAN

401k

Assets$1.5M
Participants189
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SKYWARD MANAGEMENT LLC EMPOLYEE BENEFIT PLAN

Fully Insured - BANNER HEALTH AND AETNA HEALTH

Premiums$1.8M
Covered lives275
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SKYWARD MANAGEMENT RETIREMENT PLAN401k$1.5M1892024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SKYWARD MANAGEMENT LLC EMPOLYEE BENEFIT PLANFully InsuredBANNER HEALTH AND AETNA HEALTH$1.8M2752025
Retirement plans
Welfare plans
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