Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$595K
- Other$101K
- Life$82K
- Short-term disability$82K
- Dental$68K
- Vision$13K
- +1 more
Filings through .
Sponsor portfolio
SWK Management, Inc.
EIN 84-3173233ConstructionLatest filing 2025
Plans
2
Retirement
1
$4.9M assets
Welfare
1
$785K premiums
Participants
736
9625 WES KEARNEY WAY - RIVERVIEW, FL 33578813-621-0855
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $785K premiums / 370 covered livesPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SWK MANAGEMENT, INC. 401(K) PLAN
401(k)
Assets$4.9M
Participants366
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SWK MANAGEMENT, INC. HEALTH AND WELFARE PLAN
Fully insured - TOKIO MARINE
Premiums$785K
Covered lives370
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SWK MANAGEMENT, INC. 401(K) PLAN | 401(k) | $4.9M | 366 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SWK MANAGEMENT, INC. HEALTH AND WELFARE PLAN | Fully insured | TOKIO MARINE | $785K | 370 | 2025 |
Retirement plans
Welfare plans