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Sponsor portfolio

SWANSON RUSSELL

EIN 47-0467331-marketing and advertising-Latest filing 2025
Plans
2
Retirement
1
$23.3M assets
Welfare
1
$49K premiums
Participants
289
1202 P STREET - LINCOLN, NE 68508402-437-6433swansonrussell.comLinkedIn51-200 employeesmarketing and advertising
Plans on this EIN
2 filings
#001401k-$23.3M - 201 part#501Mixed-$49K - 140 lives

Benefits portfolio analytics

1 plan / $49K premiums / 140 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$31K
  • Long-term disability$18K
  • Life$12K
Total $49K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY61%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA39%
Total $49K2 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • UNICO GROUP INC93%
  • WATCHTOWER BENEFITS, LLC7%
Total $6K2 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

SWANSON RUSSELL 401(K) RETIREMENT PLAN

401k

Assets$23.3M
Participants201
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SWANSON RUSSELL EMPLOYEE BENEFITS PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$49K
Covered lives140
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SWANSON RUSSELL 401(K) RETIREMENT PLAN401k$23.3M2012024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SWANSON RUSSELL EMPLOYEE BENEFITS PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$49K1402025
Retirement plans
Welfare plans
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