Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.0M
- Dental$2.0M
- Other$80K
- Vision$17K
- Life$7K
Sponsor portfolio
SWAGGERTY SAUSAGE CO., INC.
EIN 62-0901882food productionLatest filing 2025
Plans
2
Retirement
1
$8.2M assets
Welfare
1
$2.1M premiums
Participants
484
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.1M premiums / 290 covered livesCarrier market share
Premium dollars by Schedule A carrier
95%top
- BLUE CROSS OF CALIFORNIA95%
- UNITED OF OMAHA LIFE INSURANCE COMPANY4%
- PRINCIPAL LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
84%top
- CONSTANCE AMIDEI84%
- BURCHFIEL-OVERBAY & ASSOC14%
- KEYSTONE INSURANCE & BENEFITS GROUP2%
- KEYSTONE INS & BENEFITS GROUP LLC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SWAGGERTY SAUSAGE 401(K) PLAN
401k
Assets$8.2M
Participants245
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
SWAGGERTY'S SAUSAGE CO HEALTH AND WELFARE PLAN
Mixed - BLUECROSS BLUESHIELD OF TENNESSEE, INC.
Premiums$2.1M
Covered lives290
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SWAGGERTY SAUSAGE 401(K) PLAN | 401k | $8.2M | 245 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | SWAGGERTY'S SAUSAGE CO HEALTH AND WELFARE PLAN | Mixed | BLUECROSS BLUESHIELD OF TENNESSEE, INC. | $2.1M | 290 | 2025 |
Retirement plans
Welfare plans