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Sponsor portfolioWelfare / HealthEIN 27-0610400

SWOON GROUP, LLC

300 SOUTH WACKER DRIVE, SUITE 300 · CHICAGO, IL 60606
3124508700
Plans filed
2
Years active
2015–2025
Industry
NAICS 56
Latest filing
2025
Total premiums (latest)
$2.4M
No prior year
Persons covered
329
No prior year
Total participants
274
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$2.4M
SWOON GROUP, LLC HEALTH AND WELFARE BENEFIT PLAN
Fully insured329 covered·4 carriers
Primary: BLUECROSS BLUESHIELD OF ILLINOIS
Plan #502$75K
SWOON GROUP, LLC HEALTH & WELFARE BENEFIT PLAN
Fully insured121 covered·1 carrier
Primary: UNION SECURITY INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.3M30.8%
Dental$2.3M30.8%
Prescription drug$2.3M30.8%
Other$140K1.9%
Life$137K1.8%
Short-term disability$137K1.8%
Long-term disability$137K1.8%
Vision$22K0.3%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 361236610
HRxD
$2.3M93.4%11329
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
EIN 860222062
LSTDLTDOth
$137K5.6%11262
EYEMED VISION CARE
EIN 430949844
V
$22K0.9%11311
MAGELLAN HEALTHCARE
EIN 522135463
Oth
$2K0.1%11267

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLCPHOENIX, AZEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA, BLUECROSS BLUESHIELD OF ILLINOIS$77K$0$77K52.7%1
ERNEST C SWEATLAYTON, ILBLUECROSS BLUESHIELD OF ILLINOIS$51K$0$51K34.7%1
GCG FINANCIAL LLCDRAPER, UTEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA, EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.$18K$0$18K12.6%1

History & trajectory

11 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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