Plan Ledger DOL Form 5500 · updated monthly

Southwestern Investment Advisory Servicesbenefits

Southwestern Investment Advisory Services dba Southwestern Investment Group Employee Benefits Plan · FRANKLIN, TN · plan year 2023

Broker compensation reported · 2023
$44,653

Southwestern Investment Advisory Services's benefits plan covered 174 active participants in 2023, providing health · life · dental · vision · long-term disability · other. Insurance brokers and agents were paid $44,653 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $257 per covered person, above the median for employer plans that report broker pay.

Insurance contracts · 20232
UNITEDHEALTHCARE INSURANCE COMPANY · health dental visionpremiums n/a · 378 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · life ltdpremiums n/a · 170 covered
Brokers & agents paid · 20236
HUB INTERNATIONAL MIDWEST LIMITED$14,665 · incl $6,807 fees
BROWN & BROWN OF TENNESSEE INC$11,923 · incl $5,609 fees
BROWN & BROWN INC$2,037 · incl $2,037 fees
BROWN & BROWN OF FLORIDA, INC.$989 · incl $989 fees
Also brokered by HUB International5
Aspen HR Peo, LLC CA$2,072,232
Dr Horton, Inc TX$1,928,820

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 471471217 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.