Benefits broker of record · VIRGINIA BEACH, VA
USI SOUTHWEST, INC.
USI SOUTHWEST, INC. of VIRGINIA BEACH, VA is named as the broker of record on 236 insurance contracts in public Form 5500 Schedule A filings.
One of 13 offices of USI SOUTHWEST, INC..
236 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 236 insured contracts for 99 employers, across 16 states, led by TX, PA, SC.
Life is the largest line (78 contracts), followed by disability (75), health (51), dental (50).
UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (85, about 36%); METROPOLITAN LIFE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 68% 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.
life 78 · disability 75 · health 51 · dental 50 · vision 49 · 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.
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| BAYWATER DRILLING, LLC | THE WOODLANDS, TX | BLUECROSS BLUESHIELD OF TEXAS | Jan 1FY2023 |
| GOOSEHEAD INSURANCE AGENCY | WESTLAKE, TX | CIGNA HEALTH AND LIFE INSURANCE COMPANY | May 1FY2025 |
| ATG ENTERTAINMENT-NORTH AMERICA LLC | SAN ANTONIO, TX | CIGNA HEALTH AND LIFE INSURANCE COMPANY | Oct 1FY2025 |
| STAKEHOLDER PAYROLL SERVICES, LLC | LOUISVILLE, KY | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Jan 1FY2025 |
| NOBLE SERVICES COMPANY LLC | HOUSTON, TX | METROPOLITAN 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 2023–2025 on this page)
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