Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$116K
- Life$67K
- Vision$63K
- Other$8K
Sponsor portfolioTH
SOUTHWEST HEALTH SYSTEM
EIN 84-1337350hospital & health careLatest filing 2025
Plans
2
Retirement
1
$24.3M assets
Welfare
1
$255K premiums
Participants
838
1311 N. MILDRED ROAD - CORTEZ, CO 81321970-565-6666swhealth.orgLinkedIn201-500 employeeshospital & health care
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $255K premiums / 337 covered livesCarrier market share
Premium dollars by Schedule A carrier
75%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA75%
- VISION SERVICE PLAN25%
Broker market share
Schedule A broker compensation
95%top
- ALEXANDER BENEFITS CONSULTING95%
- GROUP BENEFITS LTD5%
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 HEALTH SYSTEM INC. EMPLOYEE RETIREMENT PLAN
403b
Assets$24.3M
Participants554
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SOUTHWEST HEALTH SYSTEM WELFARE BENEFIT PLAN
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$255K
Covered lives337
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SOUTHWEST HEALTH SYSTEM INC. EMPLOYEE RETIREMENT PLAN | 403b | $24.3M | 554 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SOUTHWEST HEALTH SYSTEM WELFARE BENEFIT PLAN | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $255K | 337 | 2025 |
Retirement plans
Welfare plans