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Sponsor portfolioWelfare / HealthEIN 81-4732007

SWICKARD MANAGEMENT COMPANY, LLC

19400 SE MCLOUGHLIN BOULEVARD · GLADSTONE, OR 97027
5034541642
Plans filed
2
Years active
2019–2025
Industry
NAICS 44
Latest filing
2025
Total premiums (latest)
$4.4M
No prior year
Persons covered
997
No prior year
Total participants
1,192
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$4.4M
SWICKARD MANAGEMENT COMPANY, LLC EMPLOYEE BENEFITS PLAN
Fully insured997 covered·5 carriers
Primary: KAISER FOUNDATION HEALTH PLAN, INC.
Plan #502$123K
SWICKARD MANAGEMENT COMPANY LIFE & DISABILITY PLAN
Fully insured213 covered·1 carrier
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$3.8M48.6%
Prescription drug$2.8M35.4%
Short-term disability$463K5.9%
Other$463K5.9%
Vision$94K1.2%
Life$81K1.0%
Long-term disability$81K1.0%
Dental$66K0.9%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$2.8M62.5%11445
HAWAII MEDICAL SERVICE ASSOCIATION
EIN 990040115
H
$1.0M23.3%11159
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTDOth
$463K10.5%12479
VISION SERVICE PLAN
EIN 061227840
V
$94K2.1%11997
DELTA DENTAL OF CALIFORNIA
EIN 990107971
D
$66K1.5%11176

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
INSURANCE OFFICE OF AMERICALONGWOOD, FLUNITED OF OMAHA LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN, INC., HAWAII DENTAL SERVICES, VISION SERVICE PLAN$119K$7K$126K60.0%1
ERIC M SILVERMANFALLSTON, MDUNITED OF OMAHA LIFE INSURANCE COMPANY$57K$8K$65K31.1%1
PSG WASHINGTON INCEVERETT, WAHAWAII DENTAL SERVICES, UNITED OF OMAHA LIFE INSURANCE COMPANY$11K$0$11K5.3%1
NATIONAL BENEFIT PARTNER WEST LLCISELIN, NJUNITED OF OMAHA LIFE INSURANCE COMPANY$0$8K$8K3.6%1

History & trajectory

7 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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