PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. SWIFT & STALEY INC.

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 61-0953661

SWIFT & STALEY INC.

115 CARLISLE COURT · PADUCAH, KY 42001
2705945730
Plans filed
7
Years active
2016–2025
Industry
NAICS 23
Latest filing
2025
Total premiums (latest)
$2.8M
No prior year
Persons covered
242
No prior year
Total participants
96
No prior year
Plans filed
7
No prior year

Plans under this sponsor

7 plans
Plan #501$2.8M
SWIFT & STALEY INC. EMPLOYEE BENEFITS PLAN
Fully insured242 covered·5 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #502$57K
SWIFT & STALEY INC. STD PLAN
Fully insured114 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURNACE COMPANY
Plan #503$55K
SWIFT & STALEY INC. LIFE AND AD&D PLAN
Fully insured129 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #504$31K
SWIFT & STALEY INC. VISION PLAN
Fully insured100 covered·1 carrier
Primary: VISION SERVICE PLAN
Plan #505$24K
SWIFT & STALEY INC. LTD PLAN
Fully insured114 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #506$0
SWIFT & STALEY INC. HRA PLAN
Self-funded0 covered·0 carriers
Plan #507$0
SWIFT & STALEY INC. EAP
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.4M40.6%
Prescription drug$2.4M40.6%
Other$276K4.7%
Life$232K4.0%
Short-term disability$232K4.0%
Long-term disability$232K4.0%
Dental$95K1.6%
Vision$31K0.5%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HRx
$2.4M85.6%11242
SYMETRA LIFE INSURANCE COMPANY
EIN 910742147
LSTDLTDOth
$232K8.3%1196
DELTA DENTAL OF CALIFORNIA
EIN 610659432
D
$95K3.4%11200
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
Oth
$44K1.6%1132
VISION SERVICE PLAN
EIN 061227840
V
$31K1.1%1185

Broker overview

7 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HOUCHENS INSURANCE GROUP INCBOWLING GREEN, KYCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY, SYMETRA LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY, VISION SERVICE PLAN, DELTA DENTAL OF KENTUCKY$94K$12K$106K95.4%1
CRTX2 LLCBOWLING GREEN, KYCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$1K$1K$2K1.9%1
DEBORAH S GOLDENBOWLING GREEN, KYCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$1K$24$1K1.0%1
KRISTIN BENNETTBOWLING GREEN, KYCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$708$0$7080.6%1
LEIGH L ARMSTRONGBOWLING GREEN, KYCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$425$66$4910.4%1
RSC INSURANCE BROKERAGE INCBOSTON, MACOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$464$0$4640.4%1
TED BENNETTBOWLING GREEN, KYCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$288$0$2880.3%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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica