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Sponsor portfolioTH

SOUTHWEST BEHAVIORAL HEALTH SERVICES, INC.

EIN 86-0290033-mental health care-Latest filing 2025
Plans
2
Retirement
1
$25.4M assets
Welfare
1
$769K premiums
Participants
2,080
3450 N 3RD STREET - PHOENIX, AZ 850122331602-285-4231sbhservices.orgLinkedIn501-1000 employeesmental health care
Plans on this EIN
2 filings
#001403b-$25.4M - 1,168 part#501Mixed-$769K - 1,182 lives

Benefits portfolio analytics

1 plan / $769K premiums / 1,182 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$597K
  • Other$566K
  • Long-term disability$553K
  • Vision$76K
  • Dental$28K
Total $769K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • RELIASTAR LIFE INSURANCE COMPANY67%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY20%
  • VISION SERVICE PLAN10%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY4%
Total $769K4 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • EDGEWOOD PARTNERS INSURANCE CENTER93%
  • BEN RE, LLC7%
Total $109K2 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 BEHAVIORAL HEALTH SERVICES, INC. RETIREMENT PLAN

403b

Assets$25.4M
Participants1,168
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SOUTHWEST BEHAVIORAL & HEALTH SERVICES

Mixed - RELIASTAR LIFE INSURANCE COMPANY

Premiums$769K
Covered lives1,182
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SOUTHWEST BEHAVIORAL HEALTH SERVICES, INC. RETIREMENT PLAN403b$25.4M1,1682025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SOUTHWEST BEHAVIORAL & HEALTH SERVICESMixedRELIASTAR LIFE INSURANCE COMPANY$769K1,1822025
Retirement plans
Welfare plans
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