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Sponsor portfolioWelfare / HealthEIN 74-1070544
SOUTHWEST RESEARCH INSTITUTE
6220 CULEBRA ROAD · SAN ANTONIO, TX 78238
2106845111
- Plans filed
- 5
- Years active
- 2015–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$19.2M
No prior year
Persons covered
11,912
No prior year
Total participants
14,250
No prior year
Plans filed
5
No prior year
Plans under this sponsor
5 plans
Plan #501$15.2M
SOUTHWEST RESEARCH INSTITUTE EMPLOYEES' INSURANCE PROGRAMS
Mixed3,202 covered·12 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #503$2.0M
SOUTHWEST RESEARCH INSTITUTE LONG TERM DISABILITY INCOME BENEFITS PLAN
Fully insured3,104 covered·1 carrier
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA
Plan #502$2.0M
SOUTHWEST RESEARCH INSTITUTE EMPLOYEES' HEALTH CARE EXPENSE BENEFITS PLAN
Self-funded5,606 covered·1 carrier
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #505$0
SOUTHWEST RESEARCH INSTITUTE HEALTH CARE REIMBURSEMENT PLAN
Self-funded0 covered·0 carriers
Plan #506$0
SOUTHWEST RESEARCH INSTITUTE EMPLOYEE ASSISTANCE PROGRAM
Self-funded0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $7.9M | 35.1% | |
| Prescription drug | $6.2M | 27.4% | |
| Life | $2.0M | 9.0% | |
| Long-term disability | $2.0M | 8.7% | |
| Stop-loss | $2.0M | 8.7% | |
| Other | $1.2M | 5.4% | |
| Vision | $728K | 3.2% | |
| Dental | $411K | 1.8% | |
| Short-term disability | $159K | 0.7% |
Carrier overview
8 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | HRxSL | $7.7M | 40.0% | 2 | 3 | 6,160 |
EIN 231503749 | LLTDOth | $4.6M | 23.8% | 2 | 5 | 6,306 |
EIN 591031071 | RxSTDOth | $3.1M | 16.3% | 1 | 3 | 879 |
EIN 060838648 | HRx | $1.4M | 7.5% | 1 | 2 | 460 |
EIN 840591617 | HRx | $788K | 4.1% | 1 | 1 | 82 |
EIN 061227840 | V | $728K | 3.8% | 1 | 1 | 2,487 |
EIN 341650967 | Oth | $435K | 2.3% | 1 | 2 | 1,088 |
EIN 942761537 | D | $411K | 2.1% | 1 | 1 | 958 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| OLDHAM C. WEEKS | SAN ANTONIO, TX | METLIFE INSURANCE COMPANY | $60K | $0 | $60K | 99.5% | 1 |
| JOHN MIKE COLLINS | SARASOTA, FL | HARTFORD ACCIDENT AND LIFE INSURANCE COMPANY | $273 | $0 | $273 | 0.5% | 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