Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$266K
- Long-term disability$175K
- Life$149K
- Vision$22K
Sponsor portfolio
EARL SWENSSON ASSOCIATES, INC.
EIN 62-0897652Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
1
$98.9M assets
Welfare
1
$463K premiums
Participants
470
1033 DEMONBRUEN STREET SUITE 800 - NASHVILLE, TN 372034461615-329-9445
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $463K premiums / 428 covered livesCarrier market share
Premium dollars by Schedule A carrier
38%top
- HARTFORD LIFE AND ACCIDENT38%
- USABLE LIFE32%
- UNUM LIFE INSURANCE COMPANY OF AMERICA18%
- AFLAC7%
- BLUE CROSS OF CALIFORNIA5%
Broker market share
Schedule A broker compensation
84%top
- WILLIS TOWERS WATSON US LLC84%
- GROUP INSURANCE SERVICES INC11%
- MJ INSURANCE5%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
EARL SWENSSON ASSOCIATES, INC. SAVINGS &
401k
Assets$98.9M
Participants270
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#526
EARL SWENSSON ASSOCIATES, INC. WELFARE BENEFITS PLAN
Mixed - HARTFORD LIFE AND ACCIDENT
Premiums$463K
Covered lives428
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EARL SWENSSON ASSOCIATES, INC. SAVINGS & | 401k | $98.9M | 270 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 526 | EARL SWENSSON ASSOCIATES, INC. WELFARE BENEFITS PLAN | Mixed | HARTFORD LIFE AND ACCIDENT | $463K | 428 | 2025 |
Retirement plans
Welfare plans