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Sponsor portfolio

SWITCHGRASS MANAGEMENT, LLC

EIN 82-4869681-Latest filing 2025
Plans
3
Retirement
1
$1.7M assets
Welfare
2
$818K premiums
Participants
575
611 SOUTH ELM PLACE - BROKEN ARROW, OK 74012918-251-7060
Plans on this EIN
3 filings
#001401k-$1.7M - 259 part#501Fully Insured-$754K - 206 lives#502Fully Insured-$64K - 110 lives

Benefits portfolio analytics

2 plans / $818K premiums / 316 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$754K
  • Vision$754K
  • Prescription drug$754K
  • Dental$64K
Total $818K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • UNITEDHEALTHCARE INSURANCE COMPANY92%
  • DELTA DENTAL OF CALIFORNIA8%
Total $818K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $45K1 slice

Plan deep-dives

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

SWITCHGRASS MANAGEMENT, LLC 401(K) PLAN

401k

Assets$1.7M
Participants259
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SWITCHGRASS MEDICAL PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$754K
Covered lives206
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

SWITCHGRASS DENTAL PLAN

Fully Insured - DELTA DENTAL

Premiums$64K
Covered lives110
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SWITCHGRASS MANAGEMENT, LLC 401(K) PLAN401k$1.7M2592024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SWITCHGRASS MEDICAL PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$754K2062025
502SWITCHGRASS DENTAL PLANFully InsuredDELTA DENTAL$64K1102025
Retirement plans
Welfare plans
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