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Sponsor portfolio

SWANSON INDUSTRIES, INC.

EIN 55-0770512-mining & metals-Latest filing 2025
Plans
3
Retirement
2
$34.2M assets
Welfare
1
$4.5M premiums
Participants
958
2608 SMITHTOWN ROAD - MORGANTOWN, WV 265082494304-296-1736swansonindustries.comLinkedIn201-500 employeesmining & metals
Plans on this EIN
3 filings
#002401k-$25.3M - 406 part#001TraditionalDB-$9.0M - 281 part#502Fully Insured-$4.5M - 471 lives

Retirement portfolio analytics

2 plans aggregated / $34.2M assets / 687 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • PROFIT SHARING 401(K) (#002)74%
  • INDUSTRIES, INC. PENSION (#001)26%
Total $34.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING 401(K) (#002)406
  • INDUSTRIES, INC. PENSION (#001)281
Total 687Click row to drill in

Benefits portfolio analytics

1 plan / $4.5M premiums / 471 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.4M
  • Dental$4.4M
  • Prescription drug$4.4M
  • Other$77K
  • Life$47K
  • Vision$43K
  • +2 more
Total $4.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • BLUE CROSS OF CALIFORNIA96%
  • STANDARD INSURANCE COMPANY2%
  • VISION SERVICE PLAN1%
  • RELIASTAR LIFE INSURANCE COMPANY1%
  • AETNA LIFE INSURANCE COMPANY0%
Total $4.5M5 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • AON CONSULTING INC88%
  • CUSTOM BENEFIT PROGRAMS INC12%
  • ADP INC0%
Total $161K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SWANSON INDUSTRIES, INC. PROFIT SHARING 401(K) PLAN

401k

Assets$25.3M
Participants406
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SWANSON INDUSTRIES, INC. PENSION PLAN

TraditionalDB

Assets$9.0M
Participants281
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SWANSON INDUSTRIES, INC. WELFARE PLAN

Fully Insured - HIGHMARK BLUE CROSS BLUE SHIELD WEST VIRGINIA

Premiums$4.5M
Covered lives471
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SWANSON INDUSTRIES, INC. PROFIT SHARING 401(K) PLAN401k$25.3M4062024
001SWANSON INDUSTRIES, INC. PENSION PLANTraditionalDB$9.0M2812025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SWANSON INDUSTRIES, INC. WELFARE PLANFully InsuredHIGHMARK BLUE CROSS BLUE SHIELD WEST VIRGINIA$4.5M4712025
Retirement plans
Welfare plans
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