Plan Ledger DOL Form 5500 · updated monthly

Southwestern Investment Advisory Services dba Southwestern Investmentbenefits

Southwestern Investment Advisory Services dba Southwestern Investment Group Employee Benefits Plan · FRANKLIN, TN · plan year 2024

Broker compensation reported · 2024
$52,224

Southwestern Investment Advisory Services dba Southwestern Investment's benefits plan covered 172 active participants in 2024, providing health · life · dental · vision · long-term disability · other. Insurance brokers and agents were paid $52,224 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $304 per covered person, above the median for employer plans that report broker pay.

Insurance contracts · 20242
UNITEDHEALTHCARE INSURANCE COMPANY · health dental visionpremiums n/a · 302 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · life ltdpremiums n/a · 173 covered
Brokers & agents paid · 20243
HUB INTERNATIONAL MIDWEST LIMITED$34,056 · incl $17,547 fees
HUB INTERNATIONAL MID SOUTH$17,535 · incl $1,515 fees
HUB INTERNATIONAL MIDWEST LTD$633 · incl $633 fees
Also brokered by HUB International5
Autozone, Inc. TN$4,329,860
Aspen HR Peo, LLC FL$3,007,524

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 471471217 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.