Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.3M
- Prescription drug$2.3M
- Life$171K
- Short-term disability$171K
- Long-term disability$171K
- Other$171K
- +1 more
Sponsor portfolioTH
SOUTHWESTERN/ GREAT AMERICAN, INC
EIN 62-1147144consumer goodsLatest filing 2025
Plans
2
Retirement
1
$37.8M assets
Welfare
1
$2.5M premiums
Participants
725
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.5M premiums / 490 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- UNITEDHEALTHCARE INSURANCE COMPANY92%
- HARTFORD LIFE AND ACCIDENT7%
- EYEMED VISION CARE1%
Broker market share
Schedule A broker compensation
100%top
- WILLIS TOWERS WATSON US LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SOUTHWESTERN FAMILY OF COMPANIES 401(K) AND PROFIT SHARING PLAN
401k
Assets$37.8M
Participants478
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SOUTHWESTERN/ GREAT AMERICAN, INC EMPLOYEE BENEFITS
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$2.5M
Covered lives490
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SOUTHWESTERN FAMILY OF COMPANIES 401(K) AND PROFIT SHARING PLAN | 401k | $37.8M | 478 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SOUTHWESTERN/ GREAT AMERICAN, INC EMPLOYEE BENEFITS | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $2.5M | 490 | 2025 |
Retirement plans
Welfare plans