Assets by plan
Share of aggregate retirement assets
57%top
Sponsor portfolio
SWIFT - SOCIETY FOR WORLDWIDE INTERBANK FINANCIAL TELECOMMUNICATION, I
EIN 54-1106980telecommunicationsLatest filing 2024
Plans
5
Retirement
2
$507.1M assets
Welfare
3
$1.0M premiums
Participants
2,448
Retirement portfolio analytics
2 plans aggregated / $507.1M assets / 1,578 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $1.0M premiums / 876 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$775K
- Long-term disability$767K
- Other$767K
- Vision$228K
Carrier market share
Premium dollars by Schedule A carrier
77%top
- HARTFORD LIFE AND ACCIDENT77%
- EYEMED VISION CARE23%
- LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Broker market share
Schedule A broker compensation
100%top
- CBIZ BENEFITS & INSURANCE SERVICES100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SWIFT 401(K) SAVINGS PLAN
401k
Assets$290.7M
Participants1,040
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SWIFT PENSION PLAN
TraditionalDB
Assets$216.4M
Participants538
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
SWIFT HEALTH AND WELFARE BENEFITS PLAN
Mixed - HARTFORD LIFE AND ACCIDENT
Premiums$980K
Covered lives724
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
SWIFT RETIREE MEDICAL AND LIFE INSURANCE PLAN
Mixed - EYEMED
Premiums$23K
Covered lives152
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506
SWIFT RETIREE MEDICAL ACCOUNT
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SWIFT 401(K) SAVINGS PLAN | 401k | $290.7M | 1,040 | 2024 | |
| 001 | SWIFT PENSION PLAN | TraditionalDB | $216.4M | 538 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | SWIFT HEALTH AND WELFARE BENEFITS PLAN | Mixed | HARTFORD LIFE AND ACCIDENT | $980K | 724 | 2024 | |
| 505 | SWIFT RETIREE MEDICAL AND LIFE INSURANCE PLAN | Mixed | EYEMED | $23K | 152 | 2024 | |
| 506 | SWIFT RETIREE MEDICAL ACCOUNT | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans