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Sponsor portfolio

SWANSON RINK, INC.

EIN 84-0459620-design-Latest filing 2025
Plans
2
Retirement
1
$11.5M assets
Welfare
1
$399K premiums
Participants
257
1120 LINCOLN STREET SUITE 1120 - DENVER, CO 80203303-839-2964swansonrink.comLinkedIn51-200 employeesdesign
Plans on this EIN
2 filings
#002401k-$11.5M - 135 part#501Fully Insured-$399K - 171 lives

Benefits portfolio analytics

1 plan / $399K premiums / 171 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$180K
  • Other$131K
  • Life$109K
  • Short-term disability$109K
  • Long-term disability$109K
  • Dental$75K
  • +1 more
Total $399K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
45%top
  • UNITEDHEALTHCARE INSURANCE COMPANY45%
  • HARTFORD LIFE AND ACCIDENT27%
  • DELTA DENTAL OF CALIFORNIA19%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY4%
  • VISION SERVICE PLAN3%
  • +1 more
Total $399K6 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • IMA, INC.95%
  • WATCHTOWER BENEFITS, LLC5%
Total $35K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SWANSON RINK, INC. 401(K) PLAN AND TRUST

401k

Assets$11.5M
Participants135
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SWANSON RINK, INC

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$399K
Covered lives171
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SWANSON RINK, INC. 401(K) PLAN AND TRUST401k$11.5M1352024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SWANSON RINK, INCFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$399K1712025
Retirement plans
Welfare plans
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