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  2. SWBG, LLC
Sponsor portfolio

SWBG, LLC

EIN 38-3958040-food production-Latest filing 2024
Plans
2
Retirement
1
$269.4M assets
Welfare
1
$4.6M premiums
Participants
28,286
6240 SEA HARBOR DRIVE - ORLANDO, FL 32821407-226-5020LinkedIn10001+ employeesfood production
Plans on this EIN
2 filings
#001401k-$269.4M - 25,070 part#501Mixed-$4.6M - 6,064 lives

Benefits portfolio analytics

1 plan / $4.6M premiums / 6,064 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.4M
  • Dental$1.3M
  • Other$1.1M
  • Life$1.1M
  • Short-term disability$1.1M
  • Long-term disability$1.1M
  • +1 more
Total $4.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
31%top
  • SYMETRA LIFE INSURANCE COMPANY31%
  • DELTA DENTAL OF CALIFORNIA29%
  • METROPOLITAN LIFE INSURANCE COMPANY23%
  • EYEMED VISION CARE8%
  • AETNA LIFE INSURANCE COMPANY7%
  • +3 more
Total $4.6M8 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • ALLIANT INSURANCE SERVICES, INC.84%
  • BENEFIT COMMUNICATIONS INC16%
  • MCGRIFF INSURANCE SERVICES INC0%
Total $307K3 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

SWBG, LLC 401(K) PLAN

401k

Assets$269.4M
Participants25,070
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SEAWORLD PARKS & ENTERTAINMENT GROUP BENEFITS PLAN

Mixed - SYMETRA LIFE INSURANCE COMPANY

Premiums$4.6M
Covered lives6,064
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SWBG, LLC 401(K) PLAN401k$269.4M25,0702024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SEAWORLD PARKS & ENTERTAINMENT GROUP BENEFITS PLANMixedSYMETRA LIFE INSURANCE COMPANY$4.6M6,0642024
Retirement plans
Welfare plans
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