Plan Ledger DOL Form 5500 · updated monthly

Southwestern Financial Corporation dba the Mahoney Groupbenefits

Southwestern Financial Corporation dba the Mahoney Group · CHANDLER, AZ · plan year 2025

Broker compensation reported · 2025
$9,577

Southwestern Financial Corporation dba the Mahoney Group's benefits plans covered 238 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $9,577 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $40 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay rose 60% from $5,986 in 2024.

Insurance contracts · 20255
VISION SERVICE PLAN · visionpremiums n/a · 217 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 246 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 231 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 168 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 121 covered
Brokers & agents paid · 20252
CHRISTINE M MC CULLUGH$6,658
M & O AGENCIES INC/DBA THE MAHONEY$2,919 · incl $2,919 fees

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 860224638 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.