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Sponsor portfolioWelfare / HealthEIN 42-1582249

SOUTHWEST LTC, LTD.

5560 TENNYSON PARKWAY, SUITE 210 · PLANO, TX 75024
4699166100
Plans filed
1
Years active
2016–2025
Industry
NAICS 55
Latest filing
2025
Total premiums (latest)
$1.1M
No prior year
Persons covered
1,052
No prior year
Total participants
214
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.1M
HEALTH BENEFIT PLAN FOR THE EMPLOYEES OF SOUTHWEST LTC, LTD.
Mixed1,052 covered·5 carriers
Primary: SYMETRA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$273K19.1%
Health$273K19.1%
Prescription drug$273K19.1%
Dental$174K12.2%
Short-term disability$166K11.7%
Other$112K7.8%
Life$102K7.2%
Vision$53K3.7%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SYMETRA LIFE INSURANCE COMPANY
EIN 910742147
HRxSL
$546K49.2%12266
STANDARD INSURANCE COMPANY
EIN 930242990
DVLSTDOth
$519K46.8%151,052
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LOth
$40K3.6%11739
THE STANDARD
EIN 930242990
LOth
$4K0.4%11266

Broker overview

8 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
WFKB LTDLONGVIEW, TXSTANDARD INSURANCE COMPANY$50K$18K$68K35.3%1
TAURUS LIFE & HEALTH INSURANCE SOLSHREVEPORT, LASYMETRA LIFE INSURANCE COMPANY$0$28K$28K14.3%1
THE ALEMAN GROUPSHREVEPORT, LAUNUM LIFE INSURANCE COMPANY OF AMERICA, SYMETRA LIFE INSURANCE COMPANY, SYMETRA$18K$9K$28K14.3%1
MATTHEW G BERGERSHREVEPORT, LASTANDARD INSURANCE COMPANY$24K$3K$26K13.5%1
LISA G WAINERAUSTIN, TXSTANDARD INSURANCE COMPANY$21K$3K$23K12.0%1
US NATIONAL BENEFIT PARTNERS WESTISELIN, NJSTANDARD INSURANCE COMPANY$12K$0$12K6.2%1
USB HEALTH LLCGRAPEVINE, TXSTANDARD INSURANCE COMPANY$7K$0$7K3.9%1
SOUTHWEST LTC, LTDPLANO, TXSTANDARD INSURANCE COMPANY$0$900$9000.5%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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