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Form 5500 · Employee benefit plan · PHOENIX, AZ

SOUTHWEST HUMAN DEVELOPMENT

SOUTHWEST HUMAN DEVELOPMENT's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through UNUM INSURANCE COMPANY and 5 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Insurance carrier
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 86-0407179 · plan 501 · as of Jul 2026

Participants
800
Carriers on file
6
Disclosed commissions
$80,584
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNUM INSURANCE COMPANY164December$51,997
UNUM LIFE INSURANCE COMPANY OF AMERICALife, Disability729December$22,216
DELTA DENTAL OF ARIZONADental612December$4,690
VISION SERVICE PLANVision449December$967
ALPHA DENTAL OF ARIZONA, INC.Dental253December$714
TELUS HEALTH (US) LTD.718December$0

Questions

Who is SOUTHWEST HUMAN DEVELOPMENT's benefits broker?

Per its most recent Form 5500 Schedule A, SOUTHWEST HUMAN DEVELOPMENT's broker of record is LOCKTON COMPANIES, LLC.

What insurance carrier does SOUTHWEST HUMAN DEVELOPMENT use?

SOUTHWEST HUMAN DEVELOPMENT's benefit plan is written through UNUM INSURANCE COMPANY, among 6 disclosed carriers.

When does SOUTHWEST HUMAN DEVELOPMENT's group plan renew?

The most recent Schedule A policy period for SOUTHWEST HUMAN DEVELOPMENT ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from SOUTHWEST HUMAN DEVELOPMENT's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.