Plan Ledger DOL Form 5500 · updated monthly

Southwest Business Corporationbenefits

Swbc Cafeteria Plan · SAN ANTONIO, TX · plan year 2024

Broker compensation reported · 2024
$215,441

Southwest Business Corporation's benefits plans covered 1,791 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $215,441 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $120 per covered person, below the median for employer plans that report broker pay. Broker pay fell 1.8% from $219,407 in 2023.

Insurance contracts · 20248
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 47 covered
VISION SERVICE PLAN · visionpremiums n/a · 1,404 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 1,791 covered
UNITED HEALTHCARE INSURANCE COMPANY · stop-losspremiums n/a · 3,194 covered
RELIANCE STANDARD LIFE INSURANCE CO · lifepremiums n/a · 2,040 covered
RELIANCE STANDARD LIFE INSURANCE CO · ltdpremiums n/a · 2,040 covered
RELIANCE STANDARD LIFE INSURANCE COpremiums n/a · 629 covered
BERKLEY LIFE AND HEALTH INSURANCE COMPANYpremiums n/a · 2,099 covered
Brokers & agents paid · 20246
SWBC LIFE INSURANCE AGENCY INC$149,734
SWBC LIFE INSURANCE AGENCY$58,783
OCEAN CONSULTING GROUP, INC$2,698
SWBC INVESTMENT SERVICES LLC$2,546 · incl $4 fees
ROBERT B. FAKHIMI$1,216
2 individual agents · names withheld$464

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by Swbc Life Insurance Agency Inc5
Ingenesis,Inc. TX$53,377

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 751553739 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.