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  2. SWINERTON INCORPORATED AND AFFILIATES
Sponsor portfolioTH

SWINERTON INCORPORATED AND AFFILIATES

EIN 93-1132374-construction-Latest filing 2025
Plans
2
Retirement
1
$831.5M assets
Welfare
1
$13.0M premiums
Participants
7,436
2001 CLAYTON ROAD, 7TH FLOOR - CONCORD, CA 94520415-421-2980swinerton.comLinkedIn1001-5000 employeesconstruction
Plans on this EIN
2 filings
#001ESOP-$831.5M - 4,433 part#501Mixed-$13.0M - 4,665 lives

Benefits portfolio analytics

1 plan / $13.0M premiums / 4,665 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$11.2M
  • Prescription drug$11.2M
  • Other$1.8M
  • Dental$1.3M
  • Vision$1.3M
  • Life$1.1M
  • +1 more
Total $13.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • KAISER FOUNDATION HEALTH PLAN INC76%
  • HAWAII MEDICAL SERVICE ASSOCIATION10%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY9%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY2%
  • CONCERN EAP1%
  • +3 more
Total $13.0M8 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • ABD INS. AND FINANCIAL SVCS., INC.98%
  • GALLAGHER BENEFIT SERVICES, INC.2%
Total $92K2 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$13.0M
Covered lives4,665
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.$13.0M4,6652025
Retirement plans
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