Plan Ledger DOL Form 5500 · updated monthly

Southwestern Universitybenefits

Southwestern University Health and Life Insurance Plan · GEORGETOWN, TX · plan year 2025

Broker compensation reported · 2025
$33,997

Southwestern University's benefits plans covered 287 active participants in 2025, providing health · life · dental · vision · long-term disability · death benefits. Insurance premiums totaled $143,468. Insurance brokers and agents were paid $33,997 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 23.7% of premiums. That is $118 per covered person, below the median for employer plans that report broker pay. Broker pay rose 38% from $24,713 in 2024.

Insurance contracts · 20252
STANDARD INSURANCE COMPANY · life ltd$143K · 381 covered
HUMANA INSURANCE COMPANY · dental visionpremiums n/a · 323 covered
Brokers & agents paid · 20254
EDUCATIONAL & INSTINL INS ADM, INC.$13,141 · incl $2,572 fees
GALLAGHER BENEFIT SERVICES, INC.$9,108 · incl $9,108 fees
EIIA HIGHER EDUCATION BENEFIT TRUST$2,752 · incl $2,752 fees

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 741233796 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.