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Sponsor portfolio

BSWIFT LLC

EIN 36-4391310-information technology and services-Latest filing 2025
Plans
2
Retirement
1
$73.0M assets
Welfare
1
$954K premiums
Participants
2,381
500 W. MONROE, STE. 3800 - CHICAGO, IL 60661877-927-9438bswift.comLinkedIn501-1000 employeesinformation technology and services
Plans on this EIN
2 filings
#001401k-$73.0M - 1,234 part#501Mixed-$954K - 1,573 lives

Benefits portfolio analytics

1 plan / $954K premiums / 1,573 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$374K
  • Dental$203K
  • Vision$203K
  • Long-term disability$130K
  • Other$34K
Total $954K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY55%
  • AETNA LIFE INSURANCE COMPANY44%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA1%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Total $954K4 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • LOCKTON COMPANIES, LLC99%
  • MARSH & MCLENNAN AGENCY LLC1%
  • USI INSURANCE SERVICES LLC1%
Total $117K3 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

BSWIFT LLC 401(K) PLAN

401k

Assets$73.0M
Participants1,234
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BSWIFT LLC HEALTH & WELFARE PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$954K
Covered lives1,573
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BSWIFT LLC 401(K) PLAN401k$73.0M1,2342024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BSWIFT LLC HEALTH & WELFARE PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$954K1,5732025
Retirement plans
Welfare plans
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