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Sponsor portfolioWelfare / HealthEIN 83-4250369

THE SWIFT GROUP, LLC

12100 SUNSET HILLS RD · RESTON, VA 20190
4108507380
Plans filed
1
Years active
2021–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$368K
No prior year
Persons covered
637
No prior year
Total participants
225
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$368K
THE SWIFT GROUP WRAP BENEFIT PLAN
Mixed637 covered·3 carriers
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$336K24.4%
Short-term disability$336K24.4%
Long-term disability$336K24.4%
Other$336K24.4%
Vision$32K2.3%
Dental$2650.0%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTDOth
$336K91.3%11328
EYEMED VISION CARE
EIN 430909498
V
$32K8.6%11602
DELTA DENTAL OF CALIFORNIA
EIN 231667011
D
$2650.1%11637

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCBETHESDA, MDDELTA DENTAL OF PENNSYLVANIA, UNITED OF OMAHA LIFE INSURANCE COMPANY$46K$971$47K69.5%1
TOTALIS BENEFITSSCOTTSDALE, AZUNITED OF OMAHA LIFE INSURANCE COMPANY$0$9K$9K12.9%1
JAMES R NELLIGAN & ASSOCIATES LLCWALL TOWNSHIP, NJUNITED OF OMAHA LIFE INSURANCE COMPANY$0$8K$8K12.1%1
NFP INSURANCE SERVICES INCAUSTIN, TXUNITED OF OMAHA LIFE INSURANCE COMPANY, EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.$3K$747$4K5.4%1

History & trajectory

5 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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