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Benefits broker of record · AUSTIN, TX

USI SOUTHWEST INC

USI SOUTHWEST INC of AUSTIN, TX is named as the broker of record on 15 insurance contracts in public Form 5500 Schedule A filings.

One of 13 offices of USI SOUTHWEST, INC..

Contracts brokered
15
Book size
$100k–1M
Office state
TX

15 contracts on file name USI SOUTHWEST INC 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 SOUTHWEST INC brokers 15 insured contracts for 15 employers, all in Texas.

Health is the largest line (13 contracts), followed by dental (6), vision (4), life (4).

BLUECROSS BLUESHIELD OF TEXAS writes the most contracts in the book (8, about 53%); PRINCIPAL LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY follow.

Renewals concentrate on January 1: 60% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

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 13 · dental 6 · vision 4 · life 4 · disability 2 · stop-loss 1

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
CONTINENTAL CARS INCAUSTIN, TXBLUECROSS BLUESHIELD OF TEXASJan 1FY2024
ST. EDWARD'S UNIVERSITY, INC.AUSTIN, TXBLUECROSS BLUESHIELD OF TEXASJan 1FY2024
MUNCASTER CAPITAL OF TEXASENNIS, TXBLUECROSS BLUESHIELD OF TEXASJan 1FY2025
MUNCASTER CAPITAL OF TEXASENNIS, TXBLUECROSS BLUESHIELD OF TEXASJan 1FY2024
GULF COAST AUTO PARKANGLETON, TXBLUECROSS BLUESHIELD OF TEXASJan 1FY2025
Subscriber access
10

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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 2024–2025 on this page)

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