Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SWIFT & STALEY INC.
EIN 61-0953661government relationsLatest filing 2024
Plans
3
Retirement
2
$76.3M assets
Welfare
1
$3.1M premiums
Participants
473
115 CARLISLE COURT - PADUCAH, KY 42001270-594-5730swiftstaley.comLinkedIn51-200 employeesgovernment relations
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $76.3M assets / 272 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $3.1M premiums / 351 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.7M
- Other$298K
- Life$250K
- Short-term disability$250K
- Long-term disability$250K
- Dental$106K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
86%top
- UNITEDHEALTHCARE INSURANCE COMPANY86%
- SYMETRA LIFE INSURANCE COMPANY8%
- DELTA DENTAL OF CALIFORNIA3%
- UNUM LIFE INSURANCE COMPANY OF AMERICA2%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
47%top
- HOUCHENS INSURANCE GROUP INC47%
- HOUCHENS INSURANCE45%
- TED BENNETT3%
- DEBORAH S GOLDEN2%
- VAN METER INSURANCE AGENCY INC2%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
SWIFT & STALEY INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$61.9M
Participants98
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SWIFT & STALEY GOVERNMENTAL SERVICES 401(K) PLAN
401k
Assets$14.4M
Participants174
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SWIFT & STALEY INC. EMPLOYEE BENEFITS PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$3.1M
Covered lives351
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | SWIFT & STALEY INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $61.9M | 98 | 2024 | |
| 002 | SWIFT & STALEY GOVERNMENTAL SERVICES 401(K) PLAN | 401k | $14.4M | 174 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SWIFT & STALEY INC. EMPLOYEE BENEFITS PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $3.1M | 351 | 2024 |
Retirement plans
Welfare plans