Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$1.6M
- Other$1.2M
- Life$901K
- Long-term disability$585K
- Vision$285K
Sponsor portfolioTH
SOUTHWEST BUSINESS CORPORATION
EIN 75-1553739Finance and InsuranceLatest filing 2024
Plans
2
Retirement
1
$275.0M assets
Welfare
1
$3.7M premiums
Participants
4,541
9311 SAN PEDRO AVE. STE. 600 - SAN ANTONIO, TX 78216800-527-0066
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.7M premiums / 3,194 covered livesCarrier market share
Premium dollars by Schedule A carrier
43%top
- UNITED HEALTHCARE INSURANCE COMPANY43%
- RELIANCE STANDARD LIFE INSURANCE COMPANY38%
- UNUM LIFE INSURANCE COMPANY OF AMERICA8%
- VISION SERVICE PLAN8%
- MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY3%
- +1 more
Broker market share
Schedule A broker compensation
98%top
- SWBC LIFE INSURANCE AGENCY, INC.98%
- OCEAN CONSULTING GROUP1%
- ROBERT B. FAKHIMI1%
- GREGORY L. COHN0%
- ROBERT MICHAEL CLARK0%
- +1 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SWBC 401(K) PLAN
401k
Assets$275.0M
Participants2,708
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SWBC CAFETERIA PLAN
Mixed - UNITED HEALTHCARE INSURANCE COMPANY
Premiums$3.7M
Covered lives3,194
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SWBC 401(K) PLAN | 401k | $275.0M | 2,708 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SWBC CAFETERIA PLAN | Mixed | UNITED HEALTHCARE INSURANCE COMPANY | $3.7M | 3,194 | 2024 |
Retirement plans
Welfare plans