Plan Ledger DOL Form 5500 · updated monthly

Southwest Ltc, LTD.benefits

Health Benefit Plan for the Employees of Southwest Ltc, LTD. · PLANO, TX · plan year 2024

Broker compensation reported · 2024
$193,504

Southwest Ltc, LTD.'s benefits plans covered 214 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance premiums totaled $385,943. Insurance brokers and agents were paid $193,504 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 50.1% of premiums. That is $904 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 16% from $167,393 in 2023.

Insurance contracts · 20249
STANDARD INSURANCE COMPANY · dental$150K · 335 covered
STANDARD INSURANCE COMPANY · std$141K · 160 covered
STANDARD INSURANCE COMPANY · life$48K · 1,052 covered
STANDARD INSURANCE COMPANY · vision$46K · 319 covered
SYMETRA LIFE INSURANCE COMPANY · health drugpremiums n/a · 266 covered
STANDARD INSURANE CO · lifepremiums n/a · 266 covered
STANDARD INSURANCE COMPANYpremiums n/a · 479 covered
SYMETRA · stop-losspremiums n/a · 212 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 739 covered
Brokers & agents paid · 202412
TAURUS LIFE & HEALTH INSURANCE SOL$27,733 · incl $27,733 fees
THE ALEMAN GROUP INC$13,650
LISA G WAINER$18,255 · incl $1,846 fees
WFKB, LTD$38,928 · incl $4,181 fees
THE ALEMAN GROUP$14,082 · incl $9,257 fees
MATTHEW GREER$26,068 · incl $2,510 fees
LISA WAINER$4,986 · incl $665 fees
US NATIONAL BENEFIT PARTNERS WEST I$12,046
WFKB LTD$29,397 · incl $14,201 fees
USB HEALTH LLC$6,497
USB HELTH LLC$962
SOUTHWEST LTC, LTD$900 · incl $900 fees

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 421582249 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.