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Sponsor portfolioTH

SOUTHWEST TEXAS EQUIPMENT DISTRIBUTORS, INC.

EIN 74-2584530-wholesale-Latest filing 2025
Plans
5
Retirement
1
$19.6M assets
Welfare
4
$2.3M premiums
Participants
431
1126 S SAINT MARYS ST - SAN ANTONIO, TX 78210210-354-0690swted.comLinkedIn11-50 employeeswholesale
Plans on this EIN
5 filings
#001401k-$19.6M - 288 part#504Fully Insured-$1.8M - 228 lives#501Fully Insured-$560K - 443 lives#502Fully Insured-$2K - 153 lives#503Fully Insured-0 lives

Benefits portfolio analytics

4 plans / $2.3M premiums / 824 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Other$128K
  • Dental$90K
  • Life$41K
  • Vision$15K
Total $1.8M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • CURATIVE INSURANCE COMPANY87%
  • STANDARD INSURANCE COMPANY6%
  • MANHATTANLIFE5%
  • BOSTON MUTUAL LIFE INSURANCE COMPANY2%
Total $1.8M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • 19 21 CONSULTANTS CO., LLC100%
Total $164K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SOUTHWEST TEXAS EQUIPMENT DISTRIBUTORS, INC. PROFIT SHARING PLAN

401k

Assets$19.6M
Participants288
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

SOUTHWEST TEXAS EQUIPMENT DISTRIBUTORS, INC. DBA MISSION RESTAURANT SUPPLY WRAP PLAN

Fully Insured - CURATIVE INSURANCE CO.

Premiums$1.8M
Covered lives228
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

SOUTHWEST TEXAS EQUIPMENT DISTRIBUTORS, INC. GROUP HEALTH PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$560K
Covered lives443
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

SOUTHWEST TEXAS EQUIPMENT DISTRIBUTORS, INC. GROUP LIFE & AD&D PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2K
Covered lives153
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

SOUTHWEST TEXAS EQUIPMENT DISTRIBUTORS, INC. VOLUNTARY ANCILLARY BENEFITS PLAN

Fully Insured - COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SOUTHWEST TEXAS EQUIPMENT DISTRIBUTORS, INC. PROFIT SHARING PLAN401k$19.6M2882024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
504SOUTHWEST TEXAS EQUIPMENT DISTRIBUTORS, INC. DBA MISSION RESTAURANT SUPPLY WRAP PLANFully InsuredCURATIVE INSURANCE CO.$1.8M2282025
501SOUTHWEST TEXAS EQUIPMENT DISTRIBUTORS, INC. GROUP HEALTH PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$560K4432024
502SOUTHWEST TEXAS EQUIPMENT DISTRIBUTORS, INC. GROUP LIFE & AD&D PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2K1532024
503SOUTHWEST TEXAS EQUIPMENT DISTRIBUTORS, INC. VOLUNTARY ANCILLARY BENEFITS PLANFully InsuredCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$002024
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