PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. SOUTHWEST TRADERS, INC.

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 33-0191583

SOUTHWEST TRADERS, INC.

27565 DIAZ ROAD · TEMECULA, CA 92590
9516997800
Plans filed
1
Years active
2016–2025
Industry
NAICS 42
Latest filing
2025
Total premiums (latest)
$358K
No prior year
Persons covered
964
No prior year
Total participants
486
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #502$358K
SOUTHWEST TRADERS, INC. WELFARE BENEFITS PLAN
Mixed964 covered·2 carriers
Primary: METROPOLITAN LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$210K29.3%
Vision$210K29.3%
Life$149K20.7%
Other$149K20.7%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
DV
$210K58.5%11964
SYMETRA LIFE INSURANCE COMPANY
EIN 910742147
LOth
$149K41.5%11486

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
COTTINGHAM & BUTLERDUBUQUE, IAMETROPOLITAN LIFE INSURANCE COMPANY, SYMETRA LIFE INSURANCE COMPANY$40K$14K$54K100.0%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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica