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  2. SOUTHWESTERN FINANCIAL CORPORATION DBA THE MAHONEY GROUP
Sponsor portfolioTH

SOUTHWESTERN FINANCIAL CORPORATION DBA THE MAHONEY GROUP

EIN 86-0224638-airlines/aviation-Latest filing 2025
Plans
3
Retirement
2
$105.0M assets
Welfare
1
$300K premiums
Participants
703
2625 W GERONIMO PLACE, STE 350 - CHANDLER, AZ 85224480-730-4920swernaviation.comLinkedIn1-10 employeesairlines/aviation
Plans on this EIN
3 filings
#003ESOP-$80.3M - 197 part#002401k-$24.7M - 261 part#501Mixed-$300K - 246 lives

Retirement portfolio analytics

2 plans aggregated / $105.0M assets / 458 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • EMPLOYEE STOCK OWNERSHIP (#003)76%
  • PLAN AND TRUST (#002)24%
Total $105.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)261
  • EMPLOYEE STOCK OWNERSHIP (#003)197
Total 458Click row to drill in

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA92%
  • VISION SERVICE PLAN8%
Total $300K2 slices

Broker market share

Schedule A broker compensation

Split broker
70%top
  • CHRISTINE M. MCCULLUGH70%
  • M & O AGENCIES INC30%
Total $10K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

SOUTHWESTERN FINANCIAL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$80.3M
Participants197
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

THE MAHONEY GROUP 401(K) PLAN AND TRUST

401k

Assets$24.7M
Participants261
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SOUTHWESTERN FINANCIAL CORPORATION DBA THE MAHONEY GROUP

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$300K
Covered lives246
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003SOUTHWESTERN FINANCIAL CORPORATION EMPLOYEE STOCK OWNERSHIP PLANESOP$80.3M1972024
002THE MAHONEY GROUP 401(K) PLAN AND TRUST401k$24.7M2612024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SOUTHWESTERN FINANCIAL CORPORATION DBA THE MAHONEY GROUPMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$300K2462025
Retirement plans
Welfare plans
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