Sponsor portfolio

SWIFT TECHNICAL SERVICES, LLC

EIN 76-0698360oil & energyLatest filing 2025

Plans

Retirement

$122.7M assets

Welfare

$7.4M premiums

Participants

4,653

3050 POST OAK BOULEVARD, SUITE 1450 - HOUSTON, TX 77056713-328-4560swiftworldwideresources.comLinkedIn51-200 employeesoil & energy

Plans on this EIN

3 filings

#002401k-$71.9M - 1,934 part #001401k-$50.8M - 878 part #501Fully Insured-$7.4M - 1,841 lives

Retirement portfolio analytics

2 plans aggregated / $122.7M assets / 2,812 participants

Assets by plan

Share of aggregate retirement assets

59%top

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched

100%top

ADP BROKER-DEALER100%

Participants by plan

Active + retired + deferred vested

PROFIT SHARING PLAN (#002)1,934
PLAN & TRUST (#001)878

Benefits portfolio analytics

1 plan / $7.4M premiums / 1,841 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Dental$7.3M
Vision$7.3M
Health$5.2M
Prescription drug$5.2M
Other$2.3M
Life$2.2M
+2 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

69%top

FOUR EVER LIFE INSURANCE COMPANY69%
SUN LIFE ASSURANCE COMPANY OF CANADA29%
DELAWARE AMERICAN LIFE INSURANCE COMPANY1%
KAISER FOUNDATION HEALTH PLAN INC1%
LEGALPLANS, USA0%

Broker market share

Schedule A broker compensation

Split broker

91%top

USI INSURANCE SERVICES LLC91%
ALLIANT INSURANCE SERVICES, INC.9%

Plan deep-dives

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

Retirement#002

AIRSWIFT OIL AND GAS 401(K) PROFIT SHARING PLAN

401k

Assets$71.9M

Participants1,934

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Retirement#001

AIRSWIFT TECHNICAL SERVICES 401(K) PS PLAN & TRUST

401k

Assets$50.8M

Participants878

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501