Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$845K
- Life$141K
- Long-term disability$76K
- Vision$76K
Sponsor portfolioTH
SWVA, INC.
EIN 55-0621605mining & metalsLatest filing 2025
Plans
6
Retirement
1
$52.9M assets
Welfare
5
$1.1M premiums
Participants
2,951
Benefits portfolio analytics
5 plans / $1.1M premiums / 2,472 covered livesCarrier market share
Premium dollars by Schedule A carrier
74%top
- RELIASTAR LIFE INSURANCE COMPANY74%
- ZURICH AMERICAN INSURANCE COMPANY19%
- FIDELITY SECURITY LIFE INSURANCE COMPANY7%
Broker market share
Schedule A broker compensation
80%top
- WILLIS TOWERS WATSON US LLC80%
- FIDELITY SECURITY LIFE INSURANCE CO20%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SWVA, INC. COLLECTIVE BARGAINING UNIT RETIREMENT PLAN
401k
Assets$52.9M
Participants603
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506
SWVA, INC. EMPLOYEE HEALTH CARE PLAN
Self Funded - RELIASTAR LIFE INSURANCE COMPANY
Premiums$845K
Covered lives641
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
SWVA, INC. LIFE INSURANCE PLAN
Fully Insured - ZURICH AMERICAN LIFE INSURANCE COMPANY
Premiums$141K
Covered lives661
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507
SWVA, INC. COLLECTIVE BARGAINING UNIT LONG-TERM DISABILITY PLAN
Fully Insured - ZURICH AMERICAN LIFE INSURANCE COMPANY
Premiums$76K
Covered lives661
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
SWVA, INC. VISION PLAN
Fully Insured - FIDELITY SECURITY LIFE INSURANCE COMPANY
Premiums$76K
Covered lives509
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
SWVA, INC. DENTAL PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SWVA, INC. COLLECTIVE BARGAINING UNIT RETIREMENT PLAN | 401k | $52.9M | 603 | 2025 |
Welfare plans5
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 506 | SWVA, INC. EMPLOYEE HEALTH CARE PLAN | Self Funded | RELIASTAR LIFE INSURANCE COMPANY | $845K | 641 | 2024 | |
| 502 | SWVA, INC. LIFE INSURANCE PLAN | Fully Insured | ZURICH AMERICAN LIFE INSURANCE COMPANY | $141K | 661 | 2024 | |
| 507 | SWVA, INC. COLLECTIVE BARGAINING UNIT LONG-TERM DISABILITY PLAN | Fully Insured | ZURICH AMERICAN LIFE INSURANCE COMPANY | $76K | 661 | 2024 | |
| 505 | SWVA, INC. VISION PLAN | Fully Insured | FIDELITY SECURITY LIFE INSURANCE COMPANY | $76K | 509 | 2024 | |
| 504 | SWVA, INC. DENTAL PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans