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Sponsor portfolioWelfare / HealthEIN 34-1455141

SOUTHWEST COMMUNITY HEALTH SYSTEM

18697 BAGLEY ROAD · MIDDLEBURG HEIGHTS, OH 44130
4408168000
Plans filed
2
Years active
2015–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$2.8M
No prior year
Persons covered
1,459
No prior year
Total participants
1,459
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #525$2.8M
SOUTHWEST BENEFIT PLAN
Mixed1,459 covered·7 carriers
Primary: LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #002$0
SOUTHWEST MATCHING DEFINED CONTRIBUTION RETIREMENT PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$2.4M27.5%
Other$2.1M24.0%
Short-term disability$2.0M23.1%
Long-term disability$1.9M22.2%
Vision$214K2.5%
Dental$64K0.7%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$1.9M70.1%111,459
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
L
$384K13.9%11121
VISION SERVICE PLAN
EIN 061227840
V
$214K7.8%111,309
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 620331200
LSTDOth
$164K5.9%13215
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
D
$64K2.3%11286

Broker overview

7 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
THE JAMES B OSWALD COMPANYCLEVELAND, OHUNUM INSURANCE COMPANY, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, LINCOLN NATIONAL LIFE INSURANCE COMPANY, VISION SERVICE PLAN$134K$55K$189K77.0%1
CENTRO BENEFITS RESEARCH LLCKIRKWOOD, MOLINCOLN NATIONAL LIFE INSURANCE COMPANY$0$40K$40K16.4%1
JAMES H. VAN EPPSROSWELL, GAUNUM INSURANCE COMPANY, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA$7K$479$7K3.0%1
CHARLES D. BLOCKWILMINGTON, NCUNUM INSURANCE COMPANY, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA$7K$479$7K3.0%1
ASSUREX GLOBAL CORPORATIONDUBLIN, OHPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY$0$505$5050.2%1
HODGES-MACE BENEFITS GRP INCATLANTA, GAPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA$373$0$3730.2%1
WILLIS TOWERS WATSON US LLCCHICAGO, ILPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA$346$0$3460.1%1

History & trajectory

11 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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