Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.6M
- Dental$1.6M
- Prescription drug$1.6M
- Long-term disability$37K
- Vision$14K
- Other$2K
Sponsor portfolioTH
SWEENEY CONRAD, P.S.
EIN 91-1301672accountingLatest filing 2025
Plans
2
Retirement
1
$27.7M assets
Welfare
1
$1.6M premiums
Participants
171
10210 NE POINTS DRIVE, SUITE 300 - KIRKLAND, WA 98033425-629-1990sweeneyconrad.comLinkedIn51-200 employeesaccounting
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.6M premiums / 134 covered livesCarrier market share
Premium dollars by Schedule A carrier
97%top
- BLUE CROSS OF CALIFORNIA97%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY2%
- VISION SERVICE PLAN1%
- CANOPY0%
Broker market share
Schedule A broker compensation
100%top
- PARKER SMITH & FEEK INC.100%
- IMA, INC.0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#008
SWEENEY CONRAD, P.S. 401(K) SAVINGS PLAN
401k
Assets$27.7M
Participants171
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SWEENEY CONRAD, P.S. WELFARE BENEFITS PLAN
Fully Insured - PREMERA BLUE CROSS
Premiums$1.6M
Covered lives134
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 008 | SWEENEY CONRAD, P.S. 401(K) SAVINGS PLAN | 401k | $27.7M | 171 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SWEENEY CONRAD, P.S. WELFARE BENEFITS PLAN | Fully Insured | PREMERA BLUE CROSS | $1.6M | 134 | 2025 |
Retirement plans
Welfare plans