Form 5500 · Employee benefit plan · CONCORD, CA
SWINERTON INCORPORATED AND AFFILIATES
The filing calls this plan SWINERTON INCORPORATED AND AFFILIATES EMPLOYEE BENEFITS PLAN.
SWINERTON INCORPORATED AND AFFILIATES of CONCORD, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is ABD INS. AND FINANCIAL SVCS., INC.. Coverage is written through KAISER FOUNDATION HEALTH PLAN, INC. and 9 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 93-1132374 · plan 501 · plan year 2025, filed Jul 17, 2026
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5,257 other employer plans in California have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Both, as reported
The medical insurance contracts on the filing cover fewer than half the people in the plan, so the rest is paid another way.
A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.
Benefits declared on this filing
Dental: HAWAII MEDICAL SERVICE ASSOCIATION covers 167 of 3,022 participants (5.5%) on Schedule A.
Vision: HAWAII MEDICAL SERVICE ASSOCIATION covers 167 of 3,022 participants (5.5%) on Schedule A.
Also declared: prepaid legal, death benefits, other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 10 insured contracts covering health, dental, vision, life and disability; the largest, with KAISER FOUNDATION HEALTH PLAN, INC., covers 1,106 people.
Reported premium across the insured contracts is $12,991,134, with $88,786 in disclosed broker commissions — about 0.7% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
ABD INS. AND FINANCIAL SVCS., INC. is the broker of record on 4 of the 10 contracts; the rest name a different broker or none.
10 carriers appear on the filing, including KAISER FOUNDATION HEALTH PLAN, INC., HAWAII MEDICAL SERVICE ASSOCIATION, RELIANCE STANDARD LIFE INSURANCE COMPANY and KAISER FOUNDATION HEALTH PLAN OF COLORADO. KAISER FOUNDATION HEALTH PLAN, INC. writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | — | 2,973 | Jan 1, 2026 | $309,624 | $74,254 |
| METROPOLITAN GENERAL INSURANCE COMPANY | — | 424 | Jan 1, 2026 | $86,920 | $9,454 |
| COMBINED INSURANCE COMPANY | — | 113 | Jan 1, 2026 | $47,487 | $5,079 |
| HAWAII MEDICAL SERVICE ASSOCIATION | Health, Dental, Vision | 167 | Jan 1, 2026 | $1,330,214 | $0 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Life, Disability | 3,062 | Jan 1, 2026 | $1,120,735 | $0 |
| KAISER FOUNDATION HEALTH PLAN OF COLORADO | Health | 67 | Jan 1, 2026 | $513,116 | $0 |
| KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | Health | 38 | Jan 1, 2026 | $243,282 | $0 |
| CONCERN EAP | — | 4,665 | Jan 1, 2026 | $189,608 | $0 |
| ZURICH AMERICAN INSURANCE COMPANY | — | 2,973 | Jan 1, 2026 | — | $0 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 1,106 | Jan 1, 2026 | $9,150,148 | $-1 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Reported to OSHA
Reported to OSHA for 2025: 380 employees, 0 recordable cases, 0 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
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