Benefits broker of record · DALLAS, TX
USI SOUTHWEST INC
USI SOUTHWEST INC of DALLAS, TX is named as the broker of record on 39 insurance contracts in public Form 5500 Schedule A filings.
One of 13 offices of USI SOUTHWEST, INC..
39 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 39 insured contracts for 25 employers, across 4 states, led by TX, NV, OR.
Health is the largest line (17 contracts), followed by dental (11), life (7), disability (7).
BLUECROSS BLUESHIELD OF TEXAS writes the most contracts in the book (15, about 38%); RELIANCE STANDARD LIFE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY, LIFE INSURANCE COMPANY OF NORTH AMERICA follow.
Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 33% of the dated welfare contracts.
Contracts in the book, by the carrier that writes them. Largest first.
- BLUECROSS BLUESHIELD OF TEXAS15
- RELIANCE STANDARD LIFE INSURANCE COMPANY7
- CIGNA HEALTH AND LIFE INSURANCE COMPANY4
- LIFE INSURANCE COMPANY OF NORTH AMERICA4
- CRUM & FORSTER SPECIALTY INSURANCE COMPANY2
- ACE AMERICAN INSURANCE COMPANY1
Counted by each employer's own state. Largest first.
Contracts by line.
health 17 · dental 11 · life 7 · disability 7 · vision 2 · stop-loss 1
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
- N
- D
Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| BOWTECH, LLC | EUGENE, OR | BLUECROSS BLUESHIELD OF TEXAS | Jan 1FY2025 |
| STX BEEF COMPANY LLC | CORPUS CHRISTI, TX | BLUECROSS BLUESHIELD OF TEXAS | Jan 1FY2025 |
| BAYWATER PIPELINE SERVICES, LLC | THE WOODLANDS, TX | BLUECROSS BLUESHIELD OF TEXAS | Jan 1FY2025 |
| WHIRLWIND STEEL BUILDINGS INC. | HOUSTON, TX | HEALTH CARE SERVICE CORPORATION | Jan 1FY2024 |
| QUORUM BUSINESS SOLUTIONS (U.S.A.), INC. | HOUSTON, TX | CIGNA HEALTH AND LIFE INSURANCE COMPANY | Jan 1FY2025 |
more employers in USI SOUTHWEST INC'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 · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)
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