PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. SOUTHWEST ENERGY LLC

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 86-0973286

SOUTHWEST ENERGY LLC

2040 WEST GARDNER LANE · TUCSON, AZ 85705
5206969495
Plans filed
1
Years active
2015–2025
Industry
NAICS 21
Latest filing
2025
Total premiums (latest)
$432K
No prior year
Persons covered
1,189
No prior year
Total participants
338
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$432K
SOUTHWEST ENERGY LLC WELFARE BENEFIT PLAN
Fully insured1,189 covered·5 carriers
Primary: METROPOLITAN LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$338K21.9%
Life$319K20.7%
Short-term disability$319K20.7%
Long-term disability$319K20.7%
Vision$94K6.1%
Health$50K3.3%
Dental$50K3.3%
Prescription drug$50K3.3%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
LSTDLTDOth
$328K75.9%121,189
HAWAII MEDICAL SERVICE ASSOCIATION
EIN 990040115
HRxDV
$50K11.7%118
DELTA DENTAL OF CALIFORNIA
EIN 860274899
V
$43K10.0%11778
TELUS HEALTH (US) LTD.
EIN 521883918
Oth
$10K2.4%11327

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LOVITT AND TOUCHE, INC.BOSTON, MAMETROPOLITAN LIFE INSURANCE COMPANY$28K$53$28K77.0%1
MARSH & MCLENNAN AGENCY LLCSADDLE BROOK, NJMETROPOLITAN LIFE INSURANCE COMPANY, DELTA DENTAL OF ARIZONA, METROPOLITAN GENERAL INSURANCE COMPANY$5K$3K$8K23.0%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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica