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  2. Swanson Industries, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Swanson Industries, Inc.

EIN 55-0770512-mining & metals-Latest filing 2025
Plans
3
Retirement
2
$36.1M assets
Health & Benefits
1
$4.5M premiums
Participants
945
2608 SMITHTOWN ROAD - MORGANTOWN, WV 26508304-296-1736swansonindustries.comLinkedIn201-500 employeesmining & metals
Plans on this EIN
3 filings
#002401(k)-$27.1M - 393 part#001Traditional DB-$9.0M - 281 part#502Fully insured-$4.5M - 471 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $36.1M assets / 674 participants

Assets by plan

Share of aggregate retirement assets

  • PROFIT SHARING 401(K) (#002)$27.1M
  • INDUSTRIES, INC. PENSION (#001)$9.0M
Total $36.1MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING 401(K) (#002)393
  • INDUSTRIES, INC. PENSION (#001)281
Total 674Select a row to open it

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
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

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

401(k)

Assets$27.1M
Participants393
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

SWANSON INDUSTRIES, INC. PENSION PLAN

Traditional DB

Assets$9.0M
Participants281
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

SWANSON INDUSTRIES, INC. WELFARE PLAN

Fully insured - HIGHMARK BLUE CROSS BLUE SHIELD WEST VIRGINIA

Premiums$4.5M
Covered lives471
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002SWANSON INDUSTRIES, INC. PROFIT SHARING 401(K) PLAN401(k)$27.1M3932025
#001SWANSON INDUSTRIES, INC. PENSION PLANTraditional DB$9.0M2812025
  • SWANSON INDUSTRIES, INC. PROFIT SHARING 401(K) PLAN$27.1M
    #002 · 401(k) · 2025393
  • SWANSON INDUSTRIES, INC. PENSION PLAN$9.0M
    #001 · Traditional DB · 2025281

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502SWANSON INDUSTRIES, INC. WELFARE PLANFully insuredHIGHMARK BLUE CROSS BLUE SHIELD WEST VIRGINIA$4.5M4712025
  • SWANSON INDUSTRIES, INC. WELFARE PLAN$4.5M
    #502 · Fully insured · HIGHMARK BLUE CROSS BLUE SHIELD WEST VIRGINIA · 2025471
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
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