Sponsor portfolio

SWCA, INCORPORATED

EIN 86-0483317Latest filing 2025

Plans

Retirement

$189.0M assets

Welfare

$1.1M premiums

Participants

5,054

2929 N. CENTRAL AVENUE, SUITE 1800 - PHOENIX, AZ 85012602-274-3831

Plans on this EIN

3 filings

#002ESOP-$110.9M - 1,620 part #001401k-$78.1M - 1,807 part #501Mixed-$1.1M - 1,873 lives

Retirement portfolio analytics

2 plans aggregated / $189.0M assets / 3,427 participants

Assets by plan

Share of aggregate retirement assets

59%top

Participants by plan

Active + retired + deferred vested

SWCA, INC. 401(K) (#001)1,807
PLAN AND TRUST (#002)1,620

Benefits portfolio analytics

1 plan / $1.1M premiums / 1,873 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Other$750K
Life$599K
Short-term disability$599K
Long-term disability$599K
Vision$160K
Health$159K
+1 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

56%top

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY56%
UNITEDHEALTHCARE INSURANCE COMPANY15%
HAWAII MEDICAL SERVICE ASSOCIATION15%
AETNA LIFE INSURANCE COMPANY9%
METROPOLITAN LIFE INSURANCE COMPANY3%
+1 more

Broker market share

Schedule A broker compensation

Single broker

100%top

IMA, INC.100%

Plan deep-dives

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

Retirement#002

SWCA, INC EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

ESOP

Assets$110.9M

Participants1,620

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Retirement#001

SWCA, INC. 401(K) PLAN

401k

Assets$78.1M

Participants1,807

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501