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Sponsor portfolioWelfare / HealthEIN 26-0003996

PUFFER SWEIVEN, LP

4230 GREENBRIAR DRIVE · STAFFORD, TX 77477
2812402000
Plans filed
1
Years active
2016–2025
Industry
NAICS 42
Latest filing
2025
Total premiums (latest)
$647K
No prior year
Persons covered
602
No prior year
Total participants
623
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #502$647K
PUFFER-SWEIVEN WELFARE AND INSURANCE PLAN
Mixed602 covered·3 carriers
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$533K22.6%
Life$530K22.5%
Short-term disability$530K22.5%
Long-term disability$530K22.5%
Dental$115K4.9%
Vision$115K4.9%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$530K81.9%11601
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DV
$115K17.7%11561
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 131963496
Oth
$2K0.4%11602

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLCVIRGINIA BEACH, VATHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, FEDERAL INSURANCE COMPANY$5K$31K$36K98.8%1
REUBEN WARNER ASSOCIATES, INC.STATEN ISLAND, NYFEDERAL INSURANCE COMPANY$0$456$4561.2%1

History & trajectory

10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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