Plan Ledger DOL Form 5500 · updated monthly

Southwest Energy LLCbenefits

Southwest Energy LLC Welfare Benefit Plan · TUCSON, AZ · plan year 2025

Broker compensation reported · 2025
$36,538

Southwest Energy LLC's benefits plans covered 337 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $36,538 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $108 per covered person, below the median for employer plans that report broker pay. Broker pay rose 15% from $31,825 in 2024.

Insurance contracts · 20255
TELUS HEALTH (US) LTD.premiums n/a · 327 covered
METROPOLITAN LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 1,189 covered
DELTA DENTAL OF ARIZONA · visionpremiums n/a · 778 covered
HAWAII MEDICAL SERVICE ASSOCATION · health drug dental vision hmo ppopremiums n/a · 8 covered
METROPOLITAN GENERAL INSURANCE COMPANYpremiums n/a · 35 covered
Brokers & agents paid · 20258
LOVITT AND TOUCHE, INC.$28,143 · incl $53 fees
MARSH AND MCLENNAN INSURANCE AGCY$4,325
MARSH AND MCLENNAN$2,796 · incl $2,796 fees
MARSH AND MCLENNAN AGENCY, LLC$1,153 · incl $290 fees
RJF AGENCIES, INC.$50 · incl $50 fees
MARSH AND MCLENNAN AGENCY$14 · incl $14 fees
MARSH AND MCCLENNAN$4 · incl $4 fees
Also brokered by Lovitt and Touche, Inc.5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 860973286 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.