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  2. Southwestern Financial Corporation
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

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Southwestern Financial Corporation

EIN 86-0224638-airlines/aviation-Latest filing 2025
Plans
3
Retirement
2
$107.4M assets
Health & Benefits
1
$300K premiums
Participants
739
2625 W GERONIMO PLACE SUITE 350 - CHANDLER, AZ 85224480-730-4920swernaviation.comLinkedIn1-10 employeesairlines/aviation
Plans on this EIN
3 filings
#003ESOP-$79.1M - 208 part#002401(k)-$28.2M - 286 part#501Mixed-$300K - 246 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $107.4M assets / 494 participants

Assets by plan

Share of aggregate retirement assets

  • EMPLOYEE STOCK OWNERSHIP (#003)$79.1M
  • PLAN AND TRUST (#002)$28.2M
Total $107.4MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)286
  • EMPLOYEE STOCK OWNERSHIP (#003)208
Total 494Select a row to open it

Benefits portfolio analytics

1 plan / $300K premiums / 246 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$275K
  • Life$228K
  • Short-term disability$152K
  • Long-term disability$152K
  • Vision$24K
Total $300K5 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#003

SOUTHWESTERN FINANCIAL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$79.1M
Participants208
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

THE MAHONEY GROUP 401(K) PLAN AND TRUST

401(k)

Assets$28.2M
Participants286
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

SOUTHWESTERN FINANCIAL CORPORATION DBA THE MAHONEY GROUP

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$300K
Covered lives246
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#003SOUTHWESTERN FINANCIAL CORPORATION EMPLOYEE STOCK OWNERSHIP PLANESOP$79.1M2082025
#002THE MAHONEY GROUP 401(K) PLAN AND TRUST401(k)$28.2M2862025
  • SOUTHWESTERN FINANCIAL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN$79.1M
    #003 · ESOP · 2025208
  • THE MAHONEY GROUP 401(K) PLAN AND TRUST$28.2M
    #002 · 401(k) · 2025286

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501SOUTHWESTERN FINANCIAL CORPORATION DBA THE MAHONEY GROUPMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$300K2462025
  • SOUTHWESTERN FINANCIAL CORPORATION DBA THE MAHONEY GROUP$300K
    #501 · Mixed · UNUM LIFE INSURANCE COMPANY OF AMERICA · 2025246
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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