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Sponsor portfolioWelfare / HealthEIN 20-1746104

SOUTHWEST FOODSERVICE EXCELLENCE, LLC

9366 EAST RAINTREE DRIVE, SUITE 101 · SCOTTSDALE, AZ 85260
4805516550
Plans filed
1
Years active
2016–2025
Industry
NAICS 72
Latest filing
2025
Total premiums (latest)
$752K
No prior year
Persons covered
1,215
No prior year
Total participants
517
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$752K
SOUTHWEST FOODSERVICE EXCELLENCE, LLC WELFARE BENEFIT PLAN
Mixed1,215 covered·1 carrier
Primary: METROPOLITAN LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$752K16.7%
Vision$752K16.7%
Life$752K16.7%
Short-term disability$752K16.7%
Long-term disability$752K16.7%
Other$752K16.7%

Carrier overview

1 carrier · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
DVLSTDLTDOth
$752K100.0%111,215

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LOCKTON COMPANIES, LLCCOLLEGE PARK, GAMETROPOLITAN LIFE INSURANCE COMPANY$54K$10K$65K83.6%1
ASSUREDPARTNERSCHICAGO, ILMETROPOLITAN LIFE INSURANCE COMPANY$13K$27$13K16.4%1

History & trajectory

10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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