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Sponsor portfolio

SOUTHWEST CARE CENTER

EIN 85-0397444-medical practice-Latest filing 2025
Plans
2
Retirement
1
$7.1M assets
Welfare
1
$2.1M premiums
Participants
338
649 HARKLE ROAD SUITE E - SANTA FE, NM 87505505-395-2002southwestcare.orgLinkedIn51-200 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$7.1M - 174 part#501Fully Insured-$2.1M - 255 lives

Benefits portfolio analytics

1 plan / $2.1M premiums / 255 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Life$164K
  • Short-term disability$164K
  • Long-term disability$164K
  • Other$164K
  • Dental$112K
  • +1 more
Total $2.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • PRESBYTERIAN HEALTH PLAN INC.87%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY8%
  • NATIONWIDE LIFE INSURANCE COMPANY5%
Total $2.1M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $110K1 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 CARE CENTER 401(K) PROFIT SHARING PLAN

401k

Assets$7.1M
Participants174
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SOUTHWEST CARE CENTER HEALTH & WELFARE PLAN

Fully Insured - PRESBYTERIAN HEALTH PLAN INC.

Premiums$2.1M
Covered lives255
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SOUTHWEST CARE CENTER 401(K) PROFIT SHARING PLAN401k$7.1M1742024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SOUTHWEST CARE CENTER HEALTH & WELFARE PLANFully InsuredPRESBYTERIAN HEALTH PLAN INC.$2.1M2552025
Retirement plans
Welfare plans
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