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Benefits broker of record · DALLAS, TX

USI INSURANCE SERVICES SOUTHWEST

USI INSURANCE SERVICES SOUTHWEST of DALLAS, TX is named as the broker of record on 37 insurance contracts in public Form 5500 Schedule A filings.

One of 7 offices of USI INSURANCE SERVICES SOUTHWEST.

Contracts brokered
37
Book size
$1M+
Office state
TX

37 contracts on file name USI INSURANCE SERVICES SOUTHWEST as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.

Book profile

USI INSURANCE SERVICES SOUTHWEST brokers 37 insured contracts for 36 employers, across 3 states, led by TX, FL, OK.

Health is the largest line (27 contracts), followed by dental (19), life (9), vision (8).

BLUECROSS BLUESHIELD OF TEXAS writes the most contracts in the book (24, about 65%); UNITEDHEALTHCARE INSURANCE COMPANY, DEARBORN LIFE INSURANCE COMPANY, RENAISSANCE LIFE & HEALTH INSURANCE COMPANY OF AMERICA follow.

Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 35% of the dated welfare contracts.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

health 27 · dental 19 · life 9 · vision 8 · disability 7

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationCarrierRenews
ALERT 360 OPCO INC.TULSA, OKUNITEDHEALTHCARE INSURANCE COMPANYJan 1FY2023
ENCINO ENERGY, LLCHOUSTON, TXBLUECROSS BLUESHIELD OF TEXASJan 1FY2024
REPUBLIC ELITEADDISON, TXUNITEDHEALTHCARE INSURANCE COMPANYJan 1FY2023
ORBITAL ENERGY GROUP, INC.HOUSTON, TXBLUECROSS BLUESHIELD OF TEXASJan 1FY2023
ABC PROFESSIONAL TREE SERVICES, INC.WEBSTER, TXBLUECROSS BLUESHIELD OF TEXASSep 1FY2025
Subscriber access
31

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Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2023–2025 on this page)

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