Plan Ledger DOL Form 5500 · updated monthly

Southwestern Industries, Inc.benefits

Southwestern Industries, Inc. Welfare Benefit Plan · RANCHO DOMINGUEZ, CA · plan year 2025

Broker compensation reported · 2025
$32,361

Southwestern Industries, Inc.'s benefits plans covered 148 active participants in 2025, providing health · life · dental · vision · long-term disability · death benefits. Insurance brokers and agents were paid $32,361 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $219 per covered person, above the median for employer plans that report broker pay. Broker pay fell 71% from $112,436 in 2024.

Insurance contracts · 20257
AETNA LIFE INSURANCE CO. · dental vision hmo ppopremiums n/a · 219 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 68 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · ltdpremiums n/a · 137 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 145 covered
UNITED OF OMAHA LIFE INSURANCE COMPANYpremiums n/a · 13 covered
UNITED OF OMAHA LIFE INSURANCE COMPANYpremiums n/a · 27 covered
UNITED OF OMAHA LIFE INSURANCE COMPANYpremiums n/a · 28 covered
Brokers & agents paid · 20252
BOLTON & COMPANY$6,013
IMA, INC.$26,348 · incl $5,391 fees
Also brokered by Bolton & Company5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 953746481 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.