Plan Ledger DOL Form 5500 · updated monthly

Southwest Human Developmentbenefits

Southwest Human Development Health and Welfare Benefit Plan · PHOENIX, AZ · plan year 2025

Broker compensation reported · 2025
$79,574

Southwest Human Development's benefits plans covered 682 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $250,606. Insurance brokers and agents were paid $79,574 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 31.8% of premiums. That is $117 per covered person, below the median for employer plans that report broker pay. Broker pay fell 11% from $89,229 in 2024.

Insurance contracts · 20256
DELTA DENTAL OF ARIZONA · dental$251K · 685 covered
VISION SERVICE PLAN · visionpremiums n/a · 444 covered
ALPHA DENTAL OF ARIZONA, INC. · dentalpremiums n/a · 193 covered
HEALTH ADVOCATEpremiums n/a · 680 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 681 covered
UNUM INSURANCE COMPANYpremiums n/a · 158 covered
Brokers & agents paid · 20251
LOCKTON COMPANIES, LLC$79,574 · incl $8,015 fees
Also brokered by Lockton5
Banner Health AZ$3,486,058
Peraton, Inc. VA$2,031,509
Dollar Tree, Inc. VA$1,645,687

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 860407179 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.