Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.6M
- Life$1.6M
- Long-term disability$930K
- Vision$501K
Sponsor portfolioTH
SWAGELOK COMPANY
EIN 34-0688825ManufacturingLatest filing 2024
Plans
2
Retirement
1
$2.90B assets
Welfare
1
$3.0M premiums
Participants
11,017
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.0M premiums / 4,498 covered livesCarrier market share
Premium dollars by Schedule A carrier
52%top
- METROPOLITAN LIFE INSURANCE COMPANY52%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY31%
- VISION SERVICE PLAN17%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
- UNITEDHEALTHCARE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
57%top
- UNITED BEHAVIORAL HEALTH DBA OPTUM57%
- BSC AGENCY LLC22%
- MARSH & MCLENNAN AGENCY LLC22%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SWAGELOK RETIREMENT SAVINGS PLAN
ESOP
Assets$2.90B
Participants6,519
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
SWAGELOK COMPANY WELFARE BENEFIT PLAN
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$3.0M
Covered lives4,498
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SWAGELOK RETIREMENT SAVINGS PLAN | ESOP | $2.90B | 6,519 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | SWAGELOK COMPANY WELFARE BENEFIT PLAN | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $3.0M | 4,498 | 2024 |
Retirement plans
Welfare plans