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  2. SWINERTON INCORPORATED
Sponsor portfolioTH

SWINERTON INCORPORATED

EIN 93-1132374-construction-Latest filing 2024
Plans
2
Retirement
1
$831.5M assets
Welfare
1
$12.8M premiums
Participants
7,433
2001 CLAYTON ROAD, 7TH FLOOR - CONCORD, CA 945202405415-984-1295swinerton.comLinkedIn1001-5000 employeesconstruction
Plans on this EIN
2 filings
#001ESOP-$831.5M - 4,433 part#501Mixed-$12.8M - 4,772 lives

Benefits portfolio analytics

1 plan / $12.8M premiums / 4,772 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$10.8M
  • Prescription drug$10.8M
  • Other$2.0M
  • Dental$1.5M
  • Vision$1.5M
  • Life$1.3M
  • +1 more
Total $12.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • KAISER FOUNDATION HEALTH PLAN INC72%
  • HAWAII MEDICAL SERVICE ASSOCIATION12%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY10%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY2%
  • CONCERN EAP2%
  • +3 more
Total $12.8M8 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • ABD INS. AND FINANCIAL SVCS., INC.99%
  • GALLAGHER BENEFIT SERVICES, INC.1%
Total $186K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SWINERTON 401(K) & SAVINGS PLAN

ESOP

Assets$831.5M
Participants4,433
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SWINERTON INCORPORATED AND AFFILIATES EMPLOYEE BENEFITS PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$12.8M
Covered lives4,772
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SWINERTON 401(K) & SAVINGS PLANESOP$831.5M4,4332024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SWINERTON INCORPORATED AND AFFILIATES EMPLOYEE BENEFITS PLANMixedKAISER FOUNDATION HEALTH PLAN, INC.$12.8M4,7722024
Retirement plans
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