401k Plan data: SWBG, LLC 401(K) PLAN plan

SWBG, LLC 401(K) PLAN 401k Plan overview

Plan Name	SWBG, LLC 401(K) PLAN
Plan identification number	001

SWBG, LLC 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SEAWORLD PARKS & ENTERTAINMENT has sponsored the creation of one or more 401k plans.

Company Name: SEAWORLD PARKS & ENTERTAINMENT

Employer identification number (EIN): 383958040

NAIC Classification: 312120
NAIC Description: Breweries

Additional information about SEAWORLD PARKS & ENTERTAINMENT

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2012-09-07

Company Identification Number: 0801651496

Legal Registered Office Address: 815 BRAZOS ST. STE. 500 AUSTIN

United States of America (USA)
78701

More information about SEAWORLD PARKS & ENTERTAINMENT

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SWBG, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 ELIZABETH GULACSY ELIZABETH GULACSY 2018-10-12
001 2016-01-01 ELIZABETH GULACSY ELIZABETH GULACSY 2017-10-12

Plan Statistics for SWBG, LLC 401(K) PLAN

401k plan membership statisitcs for SWBG, LLC 401(K) PLAN

Measure Date Value
2022: SWBG, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 12,420
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 13,633
Number of retired or separated participants receiving benefits 2022-01-01 2
Number of other retired or separated participants entitled to future benefits 2022-01-01 2,646
Total of all active and inactive participants 2022-01-01 16,281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 16,281
Number of participants with account balances 2022-01-01 7,398
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 56
2021: SWBG, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 12,487
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 8,980
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 2,946
Total of all active and inactive participants 2021-01-01 11,927
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 11,927
Number of participants with account balances 2021-01-01 7,738
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 181
2020: SWBG, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 18,401
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 8,411
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 4,031
Total of all active and inactive participants 2020-01-01 12,442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 12,442
Number of participants with account balances 2020-01-01 10,919
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 700
2019: SWBG, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 18,084
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 16,361
Number of retired or separated participants receiving benefits 2019-01-01 36
Number of other retired or separated participants entitled to future benefits 2019-01-01 1,594
Total of all active and inactive participants 2019-01-01 17,991
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 17,992
Number of participants with account balances 2019-01-01 17,049
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 3,577
2018: SWBG, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 18,619
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 16,561
Number of retired or separated participants receiving benefits 2018-01-01 2
Number of other retired or separated participants entitled to future benefits 2018-01-01 1,518
Total of all active and inactive participants 2018-01-01 18,081
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 3
Total participants 2018-01-01 18,084
Number of participants with account balances 2018-01-01 17,225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 3,548
2017: SWBG, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 17,639
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 17,446
Number of retired or separated participants receiving benefits 2017-01-01 29
Number of other retired or separated participants entitled to future benefits 2017-01-01 1,141
Total of all active and inactive participants 2017-01-01 18,616
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 3
Total participants 2017-01-01 18,619
Number of participants with account balances 2017-01-01 17,360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 3,254
2016: SWBG, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 16,656
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 16,733
Number of retired or separated participants receiving benefits 2016-01-01 24
Number of other retired or separated participants entitled to future benefits 2016-01-01 882
Total of all active and inactive participants 2016-01-01 17,639
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 17,639
Number of participants with account balances 2016-01-01 16,647
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 2,748

Measure	Date	Value
2022: SWBG, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	12,420
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	13,633
Number of retired or separated participants receiving benefits	2022-01-01	2
Number of other retired or separated participants entitled to future benefits	2022-01-01	2,646
Total of all active and inactive participants	2022-01-01	16,281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	16,281
Number of participants with account balances	2022-01-01	7,398
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	56
2021: SWBG, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	12,487
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	8,980
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	2,946
Total of all active and inactive participants	2021-01-01	11,927
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	11,927
Number of participants with account balances	2021-01-01	7,738
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	181
2020: SWBG, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	18,401
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	8,411
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	4,031
Total of all active and inactive participants	2020-01-01	12,442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	12,442
Number of participants with account balances	2020-01-01	10,919
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	700
2019: SWBG, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	18,084
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	16,361
Number of retired or separated participants receiving benefits	2019-01-01	36
Number of other retired or separated participants entitled to future benefits	2019-01-01	1,594
Total of all active and inactive participants	2019-01-01	17,991
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	17,992
Number of participants with account balances	2019-01-01	17,049
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	3,577
2018: SWBG, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	18,619
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	16,561
Number of retired or separated participants receiving benefits	2018-01-01	2
Number of other retired or separated participants entitled to future benefits	2018-01-01	1,518
Total of all active and inactive participants	2018-01-01	18,081
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	3
Total participants	2018-01-01	18,084
Number of participants with account balances	2018-01-01	17,225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	3,548
2017: SWBG, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	17,639
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	17,446
Number of retired or separated participants receiving benefits	2017-01-01	29
Number of other retired or separated participants entitled to future benefits	2017-01-01	1,141
Total of all active and inactive participants	2017-01-01	18,616
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	3
Total participants	2017-01-01	18,619
Number of participants with account balances	2017-01-01	17,360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	3,254
2016: SWBG, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	16,656
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	16,733
Number of retired or separated participants receiving benefits	2016-01-01	24
Number of other retired or separated participants entitled to future benefits	2016-01-01	882
Total of all active and inactive participants	2016-01-01	17,639
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	17,639
Number of participants with account balances	2016-01-01	16,647
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	2,748

Financial Data on SWBG, LLC 401(K) PLAN

Measure	Date	Value
2022 : SWBG, LLC 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-35,846,370
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$27,928,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$27,261,202
Expenses. Certain deemed distributions of participant loans	2022-12-31	$3,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$11,075,591
Value of total assets at end of year	2022-12-31	$237,193,196
Value of total assets at beginning of year	2022-12-31	$300,967,566
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$663,403
Total interest from all sources	2022-12-31	$466,959
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$4,779,805
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$4,779,805
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$10,396,078
Participant contributions at end of year	2022-12-31	$2,684,577
Participant contributions at beginning of year	2022-12-31	$2,833,608
Participant contributions at end of year	2022-12-31	$170,280
Participant contributions at beginning of year	2022-12-31	$163,182
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$179,521
Other income not declared elsewhere	2022-12-31	$-4,384
Administrative expenses (other) incurred	2022-12-31	$-45,190
Total non interest bearing cash at end of year	2022-12-31	$24
Total non interest bearing cash at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-63,774,370
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$237,193,196
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$300,967,566
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$158,290
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$217,128,908
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$281,970,135
Interest on participant loans	2022-12-31	$132,164
Interest earned on other investments	2022-12-31	$334,795
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$16,709,407
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$16,000,641
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-52,164,341
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$499,992
Employer contributions (assets) at end of year	2022-12-31	$500,000
Employer contributions (assets) at beginning of year	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$27,261,202
Contract administrator fees	2022-12-31	$550,303
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	WARREN AVERETT, LLC
Accountancy firm EIN	2022-12-31	454084437
2021 : SWBG, LLC 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$46,842,093
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$38,339,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$37,434,152
Expenses. Certain deemed distributions of participant loans	2021-12-31	$92,894
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$9,953,726
Value of total assets at end of year	2021-12-31	$300,967,566
Value of total assets at beginning of year	2021-12-31	$292,465,160
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$812,641
Total interest from all sources	2021-12-31	$505,572
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$5,680,447
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$5,680,447
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$9,661,243
Participant contributions at end of year	2021-12-31	$2,833,608
Participant contributions at beginning of year	2021-12-31	$3,580,248
Participant contributions at end of year	2021-12-31	$163,182
Participant contributions at beginning of year	2021-12-31	$136,910
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$282,181
Other income not declared elsewhere	2021-12-31	$-30,893
Administrative expenses (other) incurred	2021-12-31	$812,641
Total non interest bearing cash at end of year	2021-12-31	$0
Total non interest bearing cash at beginning of year	2021-12-31	$957
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$8,502,406
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$300,967,566
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$292,465,160
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$281,970,135
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$271,729,174
Interest on participant loans	2021-12-31	$174,686
Interest earned on other investments	2021-12-31	$330,886
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$16,000,641
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$17,017,871
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$30,733,241
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$10,302
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$37,434,152
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	REHMAN ROBSON LLC
Accountancy firm EIN	2021-12-31	383635706
2020 : SWBG, LLC 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$45,322,858
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$62,495,353
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$60,937,125
Expenses. Certain deemed distributions of participant loans	2020-12-31	$746,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$12,319,723
Value of total assets at end of year	2020-12-31	$292,465,160
Value of total assets at beginning of year	2020-12-31	$309,637,655
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$812,215
Total interest from all sources	2020-12-31	$731,357
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$4,930,251
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$4,930,251
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$8,837,970
Participant contributions at end of year	2020-12-31	$3,580,248
Participant contributions at beginning of year	2020-12-31	$6,508,457
Participant contributions at end of year	2020-12-31	$136,910
Participant contributions at beginning of year	2020-12-31	$377,437
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$301,874,003
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$2,289,967
Other income not declared elsewhere	2020-12-31	$193,066
Administrative expenses (other) incurred	2020-12-31	$812,215
Total non interest bearing cash at end of year	2020-12-31	$957
Total non interest bearing cash at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$-17,172,495
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$292,465,160
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$309,637,655
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$271,729,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$0
Interest on participant loans	2020-12-31	$242,170
Interest earned on other investments	2020-12-31	$430,401
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$58,786
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$17,017,871
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$27,148,461
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,191,786
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$877,758
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$60,937,125
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	VESTAL & WILER CPAS, P.A.
Accountancy firm EIN	2020-12-31	593198021
2019 : SWBG, LLC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$78,785,246
Total income from all sources (including contributions)	2019-12-31	$78,785,246
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$46,456,794
Total of all expenses incurred	2019-12-31	$46,456,794
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$45,868,155
Expenses. Certain deemed distributions of participant loans	2019-12-31	$31,309
Value of total corrective distributions	2019-12-31	$17,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$26,443,992
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$26,443,992
Value of total assets at end of year	2019-12-31	$309,637,655
Value of total assets at end of year	2019-12-31	$309,637,655
Value of total assets at beginning of year	2019-12-31	$277,309,203
Value of total assets at beginning of year	2019-12-31	$277,309,203
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$540,274
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$540,274
Total interest from all sources	2019-12-31	$928,107
Total interest from all sources	2019-12-31	$928,107
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$16,756,213
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$16,756,213
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$16,756,213
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$16,756,213
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$16,402,309
Contributions received from participants	2019-12-31	$16,402,309
Participant contributions at end of year	2019-12-31	$6,508,457
Participant contributions at end of year	2019-12-31	$6,508,457
Participant contributions at beginning of year	2019-12-31	$6,656,100
Participant contributions at beginning of year	2019-12-31	$6,656,100
Participant contributions at end of year	2019-12-31	$377,437
Participant contributions at end of year	2019-12-31	$377,437
Participant contributions at beginning of year	2019-12-31	$146,620
Participant contributions at beginning of year	2019-12-31	$146,620
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$301,874,003
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$301,874,003
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$2,634,288
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$2,634,288
Other income not declared elsewhere	2019-12-31	$407,801
Other income not declared elsewhere	2019-12-31	$407,801
Administrative expenses (other) incurred	2019-12-31	$600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$32,328,452
Value of net income/loss	2019-12-31	$32,328,452
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$309,637,655
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$309,637,655
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$277,309,203
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$277,309,203
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$252,242,294
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$252,242,294
Interest on participant loans	2019-12-31	$343,166
Interest on participant loans	2019-12-31	$343,166
Interest earned on other investments	2019-12-31	$584,941
Interest earned on other investments	2019-12-31	$584,941
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$17,983,663
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$17,983,663
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$34,249,133
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$34,249,133
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$7,407,395
Contributions received in cash from employer	2019-12-31	$7,407,395
Employer contributions (assets) at end of year	2019-12-31	$877,758
Employer contributions (assets) at end of year	2019-12-31	$877,758
Employer contributions (assets) at beginning of year	2019-12-31	$280,526
Employer contributions (assets) at beginning of year	2019-12-31	$280,526
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$45,868,155
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$45,868,155
Contract administrator fees	2019-12-31	$539,674
Contract administrator fees	2019-12-31	$539,674
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	VESTAL & WILER CPAS, P.A.
Accountancy firm name	2019-12-31	VESTAL & WILER CPAS, P.A.
Accountancy firm EIN	2019-12-31	593198021
Accountancy firm EIN	2019-12-31	593198021
2018 : SWBG, LLC 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$12,859,196
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$38,430,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$38,049,690
Expenses. Certain deemed distributions of participant loans	2018-12-31	$84,365
Value of total corrective distributions	2018-12-31	$11,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$25,881,310
Value of total assets at end of year	2018-12-31	$277,309,203
Value of total assets at beginning of year	2018-12-31	$302,880,891
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$284,849
Total interest from all sources	2018-12-31	$935,289
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$19,770,940
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$19,770,940
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$16,752,120
Participant contributions at end of year	2018-12-31	$6,656,100
Participant contributions at beginning of year	2018-12-31	$7,059,014
Participant contributions at end of year	2018-12-31	$146,620
Participant contributions at beginning of year	2018-12-31	$233,468
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$1,510,771
Administrative expenses (other) incurred	2018-12-31	$740
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-25,571,688
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$277,309,203
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$302,880,891
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$252,242,294
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$278,571,298
Interest on participant loans	2018-12-31	$345,050
Interest earned on other investments	2018-12-31	$590,239
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$17,983,663
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$16,887,345
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-33,728,343
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$7,618,419
Employer contributions (assets) at end of year	2018-12-31	$280,526
Employer contributions (assets) at beginning of year	2018-12-31	$129,766
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$38,049,690
Contract administrator fees	2018-12-31	$284,109
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	VESTAL & WILER CPAS, P.A.
Accountancy firm EIN	2018-12-31	593198021
2017 : SWBG, LLC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$67,487,005
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$26,621,766
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$26,431,055
Expenses. Certain deemed distributions of participant loans	2017-12-31	$28,262
Value of total corrective distributions	2017-12-31	$11,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$26,443,864
Value of total assets at end of year	2017-12-31	$302,880,891
Value of total assets at beginning of year	2017-12-31	$262,015,652
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$150,865
Total interest from all sources	2017-12-31	$826,490
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$13,214,581
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$13,214,581
Administrative expenses professional fees incurred	2017-12-31	$0
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$17,359,889
Participant contributions at end of year	2017-12-31	$7,059,014
Participant contributions at beginning of year	2017-12-31	$6,729,123
Participant contributions at end of year	2017-12-31	$233,468
Participant contributions at beginning of year	2017-12-31	$190,771
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$1,077,880
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$0
Administrative expenses (other) incurred	2017-12-31	$625
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$40,865,239
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$302,880,891
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$262,015,652
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$278,571,298
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$236,855,657
Interest on participant loans	2017-12-31	$314,089
Interest earned on other investments	2017-12-31	$512,401
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$16,887,345
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$18,132,771
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$27,002,070
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$8,006,095
Employer contributions (assets) at end of year	2017-12-31	$129,766
Employer contributions (assets) at beginning of year	2017-12-31	$107,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$26,431,055
Contract administrator fees	2017-12-31	$150,240
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	DELOITTE & TOUCHE, LLP
Accountancy firm EIN	2017-12-31	133891517
2016 : SWBG, LLC 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$48,517,801
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$19,985,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$19,823,832
Expenses. Certain deemed distributions of participant loans	2016-12-31	$30,534
Value of total corrective distributions	2016-12-31	$5,246
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$28,345,207
Value of total assets at end of year	2016-12-31	$262,015,652
Value of total assets at beginning of year	2016-12-31	$233,482,878
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$125,415
Total interest from all sources	2016-12-31	$762,114
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$11,109,332
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$11,109,332
Administrative expenses professional fees incurred	2016-12-31	$0
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2016-12-31	$0
Minimum employer required contribution for this plan year	2016-12-31	$0
Amount contributed by the employer to the plan for this plan year	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$17,984,667
Participant contributions at end of year	2016-12-31	$6,729,123
Participant contributions at beginning of year	2016-12-31	$6,294,264
Participant contributions at end of year	2016-12-31	$190,771
Participant contributions at beginning of year	2016-12-31	$125,961
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$1,805,825
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-12-31	$0
Other income not declared elsewhere	2016-12-31	$0
Administrative expenses (other) incurred	2016-12-31	$1,250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$28,532,774
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$262,015,652
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$233,482,878
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$236,855,657
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$212,002,015
Value of interest in pooled separate accounts at end of year	2016-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$0
Interest on participant loans	2016-12-31	$281,112
Interest earned on other investments	2016-12-31	$481,002
Value of interest in common/collective trusts at end of year	2016-12-31	$0
Value of interest in common/collective trusts at beginning of year	2016-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$18,132,771
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$14,991,134
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$8,301,148
Net investment gain/loss from pooled separate accounts	2016-12-31	$0
Net investment gain or loss from common/collective trusts	2016-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Assets. Invements in employer securities at end of year	2016-12-31	$0
Assets. Invements in employer securities at beginning of year	2016-12-31	$0
Contributions received in cash from employer	2016-12-31	$8,554,715
Employer contributions (assets) at end of year	2016-12-31	$107,330
Employer contributions (assets) at beginning of year	2016-12-31	$69,504
Income. Dividends from common stock	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$19,823,832
Contract administrator fees	2016-12-31	$124,165
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	DELOITTE & TOUCHE, LLP
Accountancy firm EIN	2016-12-31	133891517

Form 5500 Responses for SWBG, LLC 401(K) PLAN

2022: SWBG, LLC 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SWBG, LLC 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SWBG, LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SWBG, LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SWBG, LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SWBG, LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SWBG, LLC 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

075525

Policy instance

Insurance contract or identification number	075525
Number of Individuals Covered	16281
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

075525

Policy instance

Insurance contract or identification number	075525
Number of Individuals Covered	11927
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

075525

Policy instance

Insurance contract or identification number	075525
Number of Individuals Covered	12442
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60481

Policy instance

Insurance contract or identification number	MR 60481
Number of Individuals Covered	17049
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60481

Policy instance

Insurance contract or identification number	MR 60481
Number of Individuals Covered	18084
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60481

Policy instance

Insurance contract or identification number	MR 60481
Number of Individuals Covered	18619
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	SEAWORLD PARKS & ENTERTAINMENT
Employer identification number (EIN):	383958040
NAIC Classification:	312120
NAIC Description:	Breweries

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2012-09-07
Company Identification Number:	0801651496
Legal Registered Office Address:	815 BRAZOS ST. STE. 500 AUSTIN United States of America (USA) 78701