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Sponsor portfolio

R.E. SWEENEY COMPANY, INC.

EIN 75-1037451-building materials-Latest filing 2025
Plans
3
Retirement
1
$17.1M assets
Welfare
2
$1.6M premiums
Participants
629
3700 NOBLE AVENUE - FORT WORTH, TX 76111817-834-7191LinkedIn1-10 employeesbuilding materials
Plans on this EIN
3 filings
#003ProfitSharing-$17.1M - 250 part#501Fully Insured-$1.6M - 154 lives#003Self Funded-0 lives

Benefits portfolio analytics

2 plans / $1.6M premiums / 154 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Dental$1.5M
  • Prescription drug$1.5M
  • Other$86K
  • Life$32K
  • Vision$9K
Total $1.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY3%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY2%
  • DEARBORN LIFE INSURANCE COMPANY1%
Total $1.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • THE PLEXUS GROUPE LLC94%
  • FBMC BENEFITS MANAGEMENT INC6%
Total $96K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

R.E. SWEENEY COMPANY, INC. STOCK BONUS PROFIT SHARING PLAN AND TRUST

ProfitSharing

Assets$17.1M
Participants250
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

R. E. SWEENEY COMPANY, INC

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$1.6M
Covered lives154
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#003

R.E. SWEENEY COMPANY, INC. STOCK BONUS PROFIT SHARING PLAN AND TRUST

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003R.E. SWEENEY COMPANY, INC. STOCK BONUS PROFIT SHARING PLAN AND TRUSTProfitSharing$17.1M2502024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501R. E. SWEENEY COMPANY, INCFully InsuredBLUECROSS BLUESHIELD OF TEXAS$1.6M1542025
003R.E. SWEENEY COMPANY, INC. STOCK BONUS PROFIT SHARING PLAN AND TRUSTSelf Funded-$002024
Retirement plans
Welfare plans
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