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Sponsor portfolioTH

E.A. SWEEN COMPANY

EIN 41-0878603-Wholesale Trade-Latest filing 2025
Plans
2
Retirement
1
$53.7M assets
Welfare
1
$451K premiums
Participants
2,177
16101 WEST 78TH STREET - EDEN PRAIRIE, MN 55344952-949-1451
Plans on this EIN
2 filings
#001401k-$53.7M - 1,186 part#508Mixed-$451K - 991 lives

Benefits portfolio analytics

1 plan / $451K premiums / 991 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$189K
  • Other$98K
  • Long-term disability$94K
  • Vision$69K
Total $451K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY85%
  • EYEMED VISION CARE15%
Total $451K2 slices

Broker market share

Schedule A broker compensation

Split broker
81%top
  • MARSH & MCLENNAN AGENCY LLC81%
  • THE ULTIMATE SOFTWARE GROUP16%
  • AMERICAN BNFT & COMP SYSTEMS4%
Total $31K3 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

E.A. SWEEN COMPANY EMPLOYEE RETIREMENT PLAN

401k

Assets$53.7M
Participants1,186
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508

E.A. SWEEN COMPANY HEALTH AND WELFARE BENEFIT PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$451K
Covered lives991
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001E.A. SWEEN COMPANY EMPLOYEE RETIREMENT PLAN401k$53.7M1,1862025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
508E.A. SWEEN COMPANY HEALTH AND WELFARE BENEFIT PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$451K9912025
Retirement plans
Welfare plans
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