Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$210K
- Vision$210K
- Life$149K
- Other$149K
Sponsor portfolioTH
SOUTHWEST TRADERS, INC.
EIN 33-0191583food & beveragesLatest filing 2025
Plans
2
Retirement
1
$12.8M assets
Welfare
1
$358K premiums
Participants
972
27565 DIAZ ROAD - TEMECULA, CA 92590951-699-7800southwesttraders.comLinkedIn201-500 employeesfood & beverages
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $358K premiums / 964 covered livesCarrier market share
Premium dollars by Schedule A carrier
59%top
- METROPOLITAN LIFE INSURANCE COMPANY59%
- SYMETRA LIFE INSURANCE COMPANY41%
Broker market share
Schedule A broker compensation
100%top
- COTTINGHAM & BUTLER100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SOUTHWEST TRADERS, INC. 401(K) PLAN
401k
Assets$12.8M
Participants486
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
SOUTHWEST TRADERS, INC. WELFARE BENEFITS PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$358K
Covered lives964
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SOUTHWEST TRADERS, INC. 401(K) PLAN | 401k | $12.8M | 486 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | SOUTHWEST TRADERS, INC. WELFARE BENEFITS PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $358K | 964 | 2025 |
Retirement plans
Welfare plans