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Sponsor portfolio

SOUTHWEST DISTRIBUTING CO., INC.

EIN 86-0267481-aviation & aerospace-Latest filing 2025
Plans
2
Retirement
1
$5.5M assets
Welfare
1
$134K premiums
Participants
325
540 SOUTH DREW STREET - MESA, AZ 85210480-969-8413southwestturbine.comLinkedIn11-50 employeesaviation & aerospace
Plans on this EIN
2 filings
#001401k-$5.5M - 125 part#501Fully Insured-$134K - 200 lives

Benefits portfolio analytics

1 plan / $134K premiums / 200 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$134K
  • Vision$134K
  • Life$134K
  • Short-term disability$134K
  • Long-term disability$134K
  • Other$134K
Total $134K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • PRINCIPAL LIFE INSURANCE COMPANY100%
Total $134K1 slice

Broker market share

Schedule A broker compensation

Split broker
77%top
  • STERN INSURANCE GROUP INC77%
  • PARAGON PARTNERS LTD23%
Total $24K2 slices

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 DISTRIBUTING CO. , INC. 401(K) PLAN

401k

Assets$5.5M
Participants125
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SOUTHWEST DISTRIBUTING CO. WELFARE BENEFITS PLAN

Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$134K
Covered lives200
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SOUTHWEST DISTRIBUTING CO. , INC. 401(K) PLAN401k$5.5M1252025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SOUTHWEST DISTRIBUTING CO. WELFARE BENEFITS PLANFully InsuredPRINCIPAL LIFE INSURANCE COMPANY$134K2002024
Retirement plans
Welfare plans
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