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Sponsor portfolioWelfare / HealthEIN 86-0407179

SOUTHWEST HUMAN DEVELOPMENT

2850 NORTH 24TH STREET · PHOENIX, AZ 85008
6022665976
Plans filed
1
Years active
2016–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$866K
No prior year
Persons covered
685
No prior year
Total participants
682
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$866K
SOUTHWEST HUMAN DEVELOPMENT HEALTH AND WELFARE BENEFIT PLAN
Mixed685 covered·6 carriers
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$543K25.9%
Life$409K19.5%
Short-term disability$409K19.5%
Long-term disability$409K19.5%
Dental$276K13.2%
Vision$47K2.3%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 042381280
LSTDLTDOth
$508K58.6%12681
DELTA DENTAL OF CALIFORNIA
EIN 860274899
D
$251K28.9%11685
VISION SERVICE PLAN
EIN 061227840
V
$47K5.5%11444
HEALTH ADVOCATE SOLUTIONS, INC.
EIN 233080019
Oth
$35K4.1%11680
ALPHA DENTAL PROGRAMS, INC.
EIN 800175937
D
$25K2.9%11193

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LOCKTON COMPANIES, LLCSCOTTSDALE, AZUNUM LIFE INSURANCE COMPANY OF AMERICA, ALPHA DENTAL OF ARIZONA, INC., DELTA DENTAL OF ARIZONA, VISION SERVICE PLAN, UNUM INSURANCE COMPANY$72K$8K$80K100.0%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
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