PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Swift & Staley Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Swift & Staley Inc.

EIN 61-0953661-government relations-Latest filing 2025
Plans
3
Retirement
2
$63.4M assets
Health & Benefits
1
$2.8M premiums
Participants
331
115 CARLISLE COURT - PADUCAH, KY 42001270-594-5730swiftstaley.comLinkedIn51-200 employeesgovernment relations
Plans on this EIN
3 filings
#003ESOP-$50.2M - 103 part#002401(k)-$13.2M - 132 part#501Fully insured-$2.8M - 242 lives

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

Retirement portfolio analytics

2 plans aggregated / $63.4M assets / 235 participants

Assets by plan

Share of aggregate retirement assets

  • EMPLOYEE STOCK OWNERSHIP (#003)$50.2M
  • GOVERNMENTAL SERVICES 401(K) (#002)$13.2M
Total $63.4MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • GOVERNMENTAL SERVICES 401(K) (#002)132
  • EMPLOYEE STOCK OWNERSHIP (#003)103
Total 235Select a row to open it

Benefits portfolio analytics

1 plan / $2.8M premiums / 242 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.4M
  • Prescription drug$2.4M
  • Other$276K
  • Life$232K
  • Short-term disability$232K
  • Long-term disability$232K
  • +2 more
Total $2.8M8 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

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

Retirement#003

SWIFT & STALEY INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$50.2M
Participants103
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

SWIFT & STALEY GOVERNMENTAL SERVICES 401(K) PLAN

401(k)

Assets$13.2M
Participants132
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

SWIFT & STALEY INC. EMPLOYEE BENEFITS PLAN

Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.8M
Covered lives242
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#003SWIFT & STALEY INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$50.2M1032025
#002SWIFT & STALEY GOVERNMENTAL SERVICES 401(K) PLAN401(k)$13.2M1322025
  • SWIFT & STALEY INC. EMPLOYEE STOCK OWNERSHIP PLAN$50.2M
    #003 · ESOP · 2025103
  • SWIFT & STALEY GOVERNMENTAL SERVICES 401(K) PLAN$13.2M
    #002 · 401(k) · 2025132

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501SWIFT & STALEY INC. EMPLOYEE BENEFITS PLANFully insuredUNITEDHEALTHCARE INSURANCE COMPANY$2.8M2422025
  • SWIFT & STALEY INC. EMPLOYEE BENEFITS PLAN$2.8M
    #501 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2025242
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica