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Sponsor portfolio

SHELTERED WORK ACTIVITY PROGRAM

EIN 73-1148788-Latest filing 2025
Plans
2
Retirement
1
$385K assets
Welfare
1
$537K premiums
Participants
233
920 NORTH 43RD STREET EAST - MUSKOGEE, OK 74403918-683-8162
Plans on this EIN
2 filings
#001401k-$385K - 130 part#501Fully Insured-$537K - 122 lives

Benefits portfolio analytics

1 plan / $537K premiums / 122 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$465K
  • Prescription drug$465K
  • Other$72K
  • Dental$41K
  • Vision$41K
  • Life$41K
  • +1 more
Total $537K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • BLUE CROSS OF CALIFORNIA87%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA8%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY6%
Total $537K3 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • GALLAGHER BENEFIT SERVICES, INC.72%
  • GIS BENEFITS INC13%
  • SIMPLIFIED ENROLLMENT SOLUTIONS11%
  • BANCFIRST INSURANCE SERVICES, INC.3%
Total $38K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SHELTERED WORK ACTIVITY PROGRAMS, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$385K
Participants130
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SHELTERED WORK ACTIVITY PROGRAM DBA INCOR HEALTH AND WELFARE PLAN

Fully Insured - BLUECROSS BLUESHIELD OF OKLAHOMA

Premiums$537K
Covered lives122
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SHELTERED WORK ACTIVITY PROGRAMS, INC. 401(K) PROFIT SHARING PLAN401k$385K1302024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SHELTERED WORK ACTIVITY PROGRAM DBA INCOR HEALTH AND WELFARE PLANFully InsuredBLUECROSS BLUESHIELD OF OKLAHOMA$537K1222025
Retirement plans
Welfare plans
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