form5500lookup

Benefits brokerage · 3 offices

BSWIFT

BSWIFT is named as the broker of record on 203 insurance contracts across its 3 offices in public Form 5500 Schedule A filings.

Offices
3
Contracts
203
Carriers
23

Offices

Largest book first.

A contract that names two offices of this firm is counted on each of their rows, so this column adds up to more than the firm's own total. The total counts each contract once.

CityStateContracts
MINNEAPOLISMN114
CHICAGOIL88
MINNAPOLISHMN1

Book profile

BSWIFT brokers 203 insured contracts for 120 employers, across 33 states, led by TX, CA, PA.

Life is the largest line (50 contracts), followed by disability (40), health (35), dental (8).

METROPOLITAN LIFE INSURANCE COMPANY writes the most contracts in the book (51, about 25%); RELIASTAR LIFE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY follow.

Renewals concentrate on January 1: 88% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

life 50 · disability 40 · health 35 · dental 8 · vision 5

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationOfficeCarrierRenews
PERATON, INC.RESTON, VAMINNEAPOLIS, MNMETROPOLITAN LIFE INSURANCE COMPANYJan 1FY2025
SEDGWICK CLAIMS MANAGEMENT SERVICES, INC.MEMPHIS, TNMINNEAPOLIS, MNPRUDENTIAL INSURANCE COMPANY OF AMERICAJan 1FY2025
VISA INC.FOSTER CITY, CAMINNEAPOLIS, MNMETROPOLITAN LIFE INSURANCE COMPANYJan 1FY2025
NORTON HEALTHCARE, INC. DEPARTMENTLOUISVILLE, KYCHICAGO, ILUNUM LIFE INSURANCE COMPANY OF AMERICAJan 1FY2024
AIMBRIDGE PARENT, INC.PLANO, TXMINNEAPOLIS, MNMETROPOLITAN LIFE INSURANCE COMPANYJan 1FY2024
Subscriber access
115

more employers in BSWIFT's book

See the full client list across every office, with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)