Benefits broker of record · VALHALLA, NY
USI SOUTHWEST, INC.
USI SOUTHWEST, INC. of VALHALLA, NY is named as the broker of record on 2 insurance contracts in public Form 5500 Schedule A filings.
One of 13 offices of USI SOUTHWEST, INC..
Book profile
USI SOUTHWEST, INC. brokers 2 insured contracts for 2 employers, across 2 states, led by TN, VA.
The book is entirely dental coverage.
DELTA DENTAL OF TENNESSEE writes the most contracts in the book (1, about 50%); PRE-PAID LEGAL SERVICES INC DBA LEGAL SHIELD follow.
Renewals concentrate on January 1: 100% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
dental 1
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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- F
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| CKE RESTAURANTS HOLDINGS, INC | FRANKLIN, TN | DELTA DENTAL OF TENNESSEE | Jan 1FY2025 |
| HYPORI INC. | RESTON, VA | PRE-PAID LEGAL SERVICES INC DBA LEGAL SHIELD | Jan 1FY2025 |
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2025 on this page)
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