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  2. SWANSON GROUP, INC.
Sponsor portfolioTH

SWANSON GROUP, INC.

EIN 93-0475444-paper & forest products-Latest filing 2025
Plans
3
Retirement
1
$64.4M assets
Welfare
2
$288K premiums
Participants
2,310
2635 OLD HIGHWAY 99 S - ROSEBURG, OR 97471541-832-1121swansongroup.bizLinkedIn501-1000 employeespaper & forest products
Plans on this EIN
3 filings
#002401k-$64.4M - 1,025 part#502Fully Insured-$204K - 735 lives#501Mixed-$84K - 925 lives

Benefits portfolio analytics

2 plans / $288K premiums / 1,660 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$215K
  • Life$204K
  • Short-term disability$204K
  • Long-term disability$204K
  • Vision$73K
Total $288K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA71%
  • EYEMED VISION CARE25%
  • CURALINC HEALTHCARE4%
Total $288K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
Total $40K1 slice

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 GROUP, INC. AND AFFILIATED COMPANIES EMPLOYEE SAVINGS PLAN

401k

Assets$64.4M
Participants1,025
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SWANSON GROUP, INC. LIFE AND DISABILITY PLAN

Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$204K
Covered lives735
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

SWANSON GROUP, INC. MEDICAL PLAN

Mixed - EYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS. CO.

Premiums$84K
Covered lives925
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SWANSON GROUP, INC. AND AFFILIATED COMPANIES EMPLOYEE SAVINGS PLAN401k$64.4M1,0252024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SWANSON GROUP, INC. LIFE AND DISABILITY PLANFully InsuredPRUDENTIAL INSURANCE COMPANY OF AMERICA$204K7352025
501SWANSON GROUP, INC. MEDICAL PLANMixedEYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS. CO.$84K9252025
Retirement plans
Welfare plans
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