Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$543K
- Life$409K
- Short-term disability$409K
- Long-term disability$409K
- Dental$276K
- Vision$47K
Sponsor portfolioTH
SOUTHWEST HUMAN DEVELOPMENT
EIN 86-0407179individual & family servicesLatest filing 2025
Plans
2
Retirement
1
$44.2M assets
Welfare
1
$866K premiums
Participants
1,680
2850 NORTH 24TH STREET - PHOENIX, AZ 85008602-266-5976swhd.orgLinkedIn501-1000 employeesindividual & family services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $866K premiums / 685 covered livesCarrier market share
Premium dollars by Schedule A carrier
59%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA59%
- DELTA DENTAL OF CALIFORNIA29%
- VISION SERVICE PLAN5%
- HEALTH ADVOCATE SOLUTIONS, INC.4%
- ALPHA DENTAL PROGRAMS, INC.3%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
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 HUMAN DEVELOPMENT, INC. 401(K) AND PROFIT SHARING PLAN
401k
Assets$44.2M
Participants998
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SOUTHWEST HUMAN DEVELOPMENT HEALTH AND WELFARE BENEFIT PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$866K
Covered lives685
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SOUTHWEST HUMAN DEVELOPMENT, INC. 401(K) AND PROFIT SHARING PLAN | 401k | $44.2M | 998 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SOUTHWEST HUMAN DEVELOPMENT HEALTH AND WELFARE BENEFIT PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $866K | 685 | 2025 |
Retirement plans
Welfare plans