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Sponsor portfolio

SOCIETY FOR WORLDWIDE INTERBANK FINANCIAL TELECOMMUNICATION, INC.

EIN 54-1106980-telecommunications-Latest filing 2025
Plans
5
Retirement
2
$557.1M assets
Welfare
3
$1.0M premiums
Participants
2,447
P.O. BOX 2005 - CULPEPER, VA 227016100703-365-6413LinkedIn501-1000 employeestelecommunications
Plans on this EIN
5 filings
#002401k-$331.9M - 1,044 part#001TraditionalDB-$225.2M - 533 part#504Mixed-$1.0M - 719 lives#505Mixed-$33K - 142 lives#506Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $557.1M assets / 1,577 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • SWIFT 401(K) Savings (#002)60%
  • SWIFT PENSION (#001)40%
Total $557.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SWIFT 401(K) Savings (#002)1,044
  • SWIFT PENSION (#001)533
Total 1,577Click row to drill in

Benefits portfolio analytics

3 plans / $1.0M premiums / 861 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$807K
  • Long-term disability$792K
  • Other$792K
  • Vision$229K
Total $1.0M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • HARTFORD LIFE AND ACCIDENT78%
  • EYEMED VISION CARE22%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $1.0M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • CBIZ BENEFITS & INSURANCE SERVICES100%
Total $10K1 slice

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$331.9M
Participants1,044
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SWIFT PENSION PLAN

TraditionalDB

Assets$225.2M
Participants533
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$1.0M
Covered lives719
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

SWIFT RETIREE MEDICAL AND LIFE INSURANCE PLAN

Mixed - EYEMED

Premiums$33K
Covered lives142
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 #NameTypeAssetsParticipantsLatest year
002SWIFT 401(K) SAVINGS PLAN401k$331.9M1,0442025
001SWIFT PENSION PLANTraditionalDB$225.2M5332025

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
504SWIFT HEALTH AND WELFARE BENEFITS PLANMixedHARTFORD LIFE AND ACCIDENT$1.0M7192025
505SWIFT RETIREE MEDICAL AND LIFE INSURANCE PLANMixedEYEMED$33K1422025
506SWIFT RETIREE MEDICAL ACCOUNTSelf Funded-$002025
Retirement plans
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