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  2. Swca, Incorporated
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Swca, Incorporated

EIN 86-0483317-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
3
Retirement
2
$238.7M assets
Health & Benefits
1
$1.1M premiums
Participants
5,551
20 E THOMAS RD, STE 1700 - PHOENIX, AZ 850123127602-274-3831
Plans on this EIN
3 filings
#002ESOP-$142.8M - 1,753 part#001401(k)-$95.9M - 2,171 part#501Mixed-$1.1M - 1,873 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $238.7M assets / 3,924 participants

Assets by plan

Share of aggregate retirement assets

  • PLAN AND TRUST (#002)$142.8M
  • SWCA, INCORPORATED 401(K) (#001)$95.9M
Total $238.7MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • SWCA, INCORPORATED 401(K) (#001)2,171
  • PLAN AND TRUST (#002)1,753
Total 3,924Select a row to open it

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
Total $1.1M7 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

SWCA, INC EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

ESOP

Assets$142.8M
Participants1,753
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

SWCA, INCORPORATED 401(K) PLAN

401(k)

Assets$95.9M
Participants2,171
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

SWCA, INCORPORATED EMPLOYEE BENEFITS PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$1.1M
Covered lives1,873
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002SWCA, INC EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP$142.8M1,7532025
#001SWCA, INCORPORATED 401(K) PLAN401(k)$95.9M2,1712025
  • SWCA, INC EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST$142.8M
    #002 · ESOP · 20251,753
  • SWCA, INCORPORATED 401(K) PLAN$95.9M
    #001 · 401(k) · 20252,171

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501SWCA, INCORPORATED EMPLOYEE BENEFITS PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$1.1M1,8732025
  • SWCA, INCORPORATED EMPLOYEE BENEFITS PLAN$1.1M
    #501 · Mixed · LINCOLN NATIONAL LIFE INSURANCE COMPANY · 20251,873
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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