Benefits broker of record · SAN ANTONIO, TX
SWBC INVESTMENT SERVICES LLC
SWBC INVESTMENT SERVICES LLC of SAN ANTONIO, TX is named as the broker of record on 6 insurance contracts in public Form 5500 Schedule A filings.
Contracts brokered
6
Book size
$10k–100k
States
TX
Clients on file
| Employer | Carrier | Renews |
|---|---|---|
| TEXAS TECH FEDERAL CREDIT UNION | PRINCIPAL LIFE INSURANCE COMPANY | December |
| INGENESIS, INC. | JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) | December |
| SOUTHWEST BUSINESS CORPORATION | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | December |
| INNOVATIVE GATEWAY TALENT, LLC DBA TULARAY | JOHN HANCOCK LIFE INSURANCE COMPANY USA | December |
| LIFTFUND, INC. | EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA | June |
Subscriber access
1 more plans in SWBC INVESTMENT SERVICES LLC's book
See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A