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Sponsor portfolio

SKYWARD, INC.

EIN 39-1471992-computer software-Latest filing 2025
Plans
2
Retirement
1
$123.9M assets
Welfare
1
$1.6M premiums
Participants
1,367
2601 SKYWARD DRIVE - STEVENS POINT, WI 54482715-341-9406skyward.comLinkedIn501-1000 employeescomputer software
Plans on this EIN
2 filings
#001401k-$123.9M - 837 part#501Mixed-$1.6M - 696 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 696 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.3M
  • Life$258K
  • Short-term disability$258K
  • Long-term disability$258K
  • Other$258K
  • Vision$50K
Total $1.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • SYMETRA LIFE INSURANCE COMPANY81%
  • SUN LIFE ASSURANCE COMPANY OF CANADA16%
  • SUPERIOR DENTAL CARE3%
Total $1.6M3 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • ANSAY & ASSOCIATES LLC98%
  • GIS BENEFITS INC2%
Total $30K2 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

SKYWARD, INC. 401(K) PLAN

401k

Assets$123.9M
Participants837
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SKYWARD, INC. HEALTH & WELFARE BENEFIT PLAN

Mixed - SYMETRA LIFE INSURANCE COMPANY

Premiums$1.6M
Covered lives696
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SKYWARD, INC. 401(K) PLAN401k$123.9M8372025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SKYWARD, INC. HEALTH & WELFARE BENEFIT PLANMixedSYMETRA LIFE INSURANCE COMPANY$1.6M6962025
Retirement plans
Welfare plans
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