Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$169K
- Vision$169K
- Life$169K
- Short-term disability$169K
- Other$169K
- Health$91K
- +1 more
Sponsor portfolio
SWINGLE COLLINS & ASSOCIATES
EIN 75-1983588insuranceLatest filing 2025
Plans
2
Retirement
1
$18.0M assets
Welfare
1
$348K premiums
Participants
267
13760 NOEL RD SUITE 600 - DALLAS, TX 75240203-969-4358swinglecollins.comLinkedIn51-200 employeesinsurance
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $348K premiums / 260 covered livesCarrier market share
Premium dollars by Schedule A carrier
49%top
- PRINCIPAL LIFE INSURANCE COMPANY49%
- UNITEDHEALTHCARE INSURANCE COMPANY26%
- NORTHWESTERN MUTUAL25%
Broker market share
Schedule A broker compensation
94%top
- FRANK SWINGLE & ASSOCIATES, INC94%
- JOHN F MOORE5%
- CRUSE FNCL GROUP INC1%
- CHARLES HERMAN ARMSTRONG1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SWINGLE COLLINS & ASSOCIATES 401(K) AND PROFIT SHARING PLAN
401k
Assets$18.0M
Participants123
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SWINGLE COLLINS & ASSOCIATES EMPLOYEE BENEFIT PLAN
Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY
Premiums$348K
Covered lives260
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SWINGLE COLLINS & ASSOCIATES 401(K) AND PROFIT SHARING PLAN | 401k | $18.0M | 123 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SWINGLE COLLINS & ASSOCIATES EMPLOYEE BENEFIT PLAN | Fully Insured | PRINCIPAL LIFE INSURANCE COMPANY | $348K | 260 | 2025 |
Retirement plans
Welfare plans