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  2. EMPIRE SOUTHWEST LLC
Sponsor portfolio

EMPIRE SOUTHWEST LLC

EIN 86-0894087-government administration-Latest filing 2025
Plans
2
Retirement
1
$487.3M assets
Welfare
1
$10.5M premiums
Participants
8,812
1725 SOUTH COUNTRY CLUB DRIVE - MESA, AZ 85210480-633-4780LinkedIn201-500 employeesgovernment administration
Plans on this EIN
2 filings
#002401k-$487.3M - 4,885 part#501Mixed-$10.5M - 3,927 lives

Benefits portfolio analytics

1 plan / $10.5M premiums / 3,927 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.7M
  • Prescription drug$5.7M
  • Life$4.1M
  • Other$4.0M
  • Short-term disability$3.9M
  • Long-term disability$3.9M
  • +1 more
Total $10.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • UNITEDHEALTHCARE INSURANCE COMPANY54%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY38%
  • VISION SERVICE PLAN5%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
Total $10.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • GBS ARIZONA INC74%
  • GBS BENEFITS INS AGENCY15%
  • LEAVITT GROUP10%
  • M3 INSURANCE SOLUTIONS INC1%
  • STEVAN RAY GRIFFIN1%
  • +1 more
Total $673K6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

EMPIRE RETIREMENT SAVINGS PLAN

401k

Assets$487.3M
Participants4,885
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EMPIRE SOUTHWEST LLC EMPLOYEE BENEFITS PLAN

Mixed - HEALTH PLAN OF NEVADA/SIERRA HEALTH & LIFE

Premiums$10.5M
Covered lives3,927
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002EMPIRE RETIREMENT SAVINGS PLAN401k$487.3M4,8852024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EMPIRE SOUTHWEST LLC EMPLOYEE BENEFITS PLANMixedHEALTH PLAN OF NEVADA/SIERRA HEALTH & LIFE$10.5M3,9272025
Retirement plans
Welfare plans
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