Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$7.9M
- Prescription drug$6.2M
- Life$2.0M
- Long-term disability$2.0M
- Stop-loss$2.0M
- Other$1.2M
- +3 more
Sponsor portfolioTH
SOUTHWEST RESEARCH INSTITUTE
EIN 74-1070544researchLatest filing 2025
Plans
6
Retirement
1
$1.70B assets
Welfare
5
$19.2M premiums
Participants
20,310
Benefits portfolio analytics
5 plans / $19.2M premiums / 11,912 covered livesCarrier market share
Premium dollars by Schedule A carrier
40%top
- UNITEDHEALTHCARE INSURANCE COMPANY40%
- LIFE INSURANCE COMPANY OF NORTH AMERICA24%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY16%
- HARTFORD LIFE AND ACCIDENT7%
- KAISER FOUNDATION HEALTH PLAN INC4%
- +3 more
Broker market share
Schedule A broker compensation
100%top
- OLDHAM C. WEEKS100%
- JOHN MIKE COLLINS0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
SOUTHWEST RESEARCH INSTITUTE RETIREMENT PLAN
403b
Assets$1.70B
Participants6,060
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SOUTHWEST RESEARCH INSTITUTE EMPLOYEES' INSURANCE PROGRAMS
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$15.2M
Covered lives3,202
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
SOUTHWEST RESEARCH INSTITUTE LONG TERM DISABILITY INCOME BENEFITS PLAN
Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$2.0M
Covered lives3,104
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
SOUTHWEST RESEARCH INSTITUTE EMPLOYEES' HEALTH CARE EXPENSE BENEFITS PLAN
Self Funded - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$2.0M
Covered lives5,606
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
SOUTHWEST RESEARCH INSTITUTE HEALTH CARE REIMBURSEMENT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506
SOUTHWEST RESEARCH INSTITUTE EMPLOYEE ASSISTANCE PROGRAM
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | SOUTHWEST RESEARCH INSTITUTE RETIREMENT PLAN | 403b | $1.70B | 6,060 | 2024 |
Welfare plans5
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SOUTHWEST RESEARCH INSTITUTE EMPLOYEES' INSURANCE PROGRAMS | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $15.2M | 3,202 | 2025 | |
| 503 | SOUTHWEST RESEARCH INSTITUTE LONG TERM DISABILITY INCOME BENEFITS PLAN | Fully Insured | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2.0M | 3,104 | 2025 | |
| 502 | SOUTHWEST RESEARCH INSTITUTE EMPLOYEES' HEALTH CARE EXPENSE BENEFITS PLAN | Self Funded | UNITEDHEALTHCARE INSURANCE COMPANY | $2.0M | 5,606 | 2025 | |
| 505 | SOUTHWEST RESEARCH INSTITUTE HEALTH CARE REIMBURSEMENT PLAN | Self Funded | - | $0 | 0 | 2025 | |
| 506 | SOUTHWEST RESEARCH INSTITUTE EMPLOYEE ASSISTANCE PROGRAM | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans