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Sponsor portfolioWelfare / HealthEIN 86-0224638
SOUTHWESTERN FINANCIAL CORPORATION DBA THE MAHONEY GROUP
2625 W GERONIMO PLACE · CHANDLER, AZ 85224
4807304920
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$300K
No prior year
Persons covered
246
No prior year
Total participants
245
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $275K | 33.1% | |
| Life | $228K | 27.5% | |
| Short-term disability | $152K | 18.2% | |
| Long-term disability | $152K | 18.2% | |
| Vision | $24K | 2.9% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 010278678 | LSTDLTDOth | $275K | 91.9% | 1 | 4 | 246 |
EIN 061227840 | V | $24K | 8.1% | 1 | 1 | 217 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| CHRISTINE M. MCCULLUGH | REDMOND, WA | UNUM LIFE INSURANCE COMPANY OF AMERICA | $7K | $0 | $7K | 69.5% | 1 |
| M & O AGENCIES INC | CHANDLER, AZ | UNUM LIFE INSURANCE COMPANY OF AMERICA | $0 | $3K | $3K | 30.5% | 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