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Form 5500 · Employee benefit plan · SAN ANTONIO, TX

SOUTHWEST RESEARCH INSTITUTE

Public Form 5500 records show how SOUTHWEST RESEARCH INSTITUTE (SAN ANTONIO, TX) structures its employee benefits. Its broker of record is OLDHAM C. WEEKS. Coverage is written through METLIFE INSURANCE COMPANY and 15 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
OLDHAM C. WEEKS
Insurance carrier
METLIFE INSURANCE COMPANY
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 74-1070544 · plan 501 · as of Aug 2026

Participants
3,899
Carriers on file
16
Disclosed commissions
$57,290
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
METLIFE INSURANCE COMPANY—1,054December$285,035$57,010
HARTFORD ACCIDENT AND LIFE INSURANCE COMPANYHealth13December$4,842$280
CIGNA HEALTH AND LIFE INSURANCE COMPANY—877December$155,352$0
CIGNA HEALTH AND LIFE INSURANCE COMPANY—861December$215,427$0
DELTA DENTAL INSURANCE COMPANYDental948December$403,629$0
HARTFORD LIFE AND ACCIDENTHealth483December$1,335,228$0
KAISER FOUNDATION HEALTH PLAN OF COLORADO, INCHealth72December$564,332$0
METLIFE LEGAL PLANS, INC—829December$123,528$0
LIFE INSURANCE COMPANY OF NORTH AMERICA—3,284December$85,216$0
LIFE INSURANCE COMPANY OF NORTH AMERICA—929December$330,450$0
LIFE INSURANCE COMPANY OF NORTH AMERICALife3,174December$1,978,202$0
LIFE INSURANCE COMPANY OF NORTH AMERICA—3,174December$204,032$0
SIERRA HEALTH AND LIFE INSURANCE COMPANY, INCHealth522December$1,903,435$0
UNITEDHEALTHCARE INSURANCE COMPANYHealth211December$3,183,876$0
VISION SERVICE PLANVision2,466December$702,750$0
EXPRESS SCRIPTS, INC—474December$1,215,543$0

Questions

Who is SOUTHWEST RESEARCH INSTITUTE's benefits broker?

Per its most recent Form 5500 Schedule A, SOUTHWEST RESEARCH INSTITUTE's broker of record is OLDHAM C. WEEKS.

What insurance carrier does SOUTHWEST RESEARCH INSTITUTE use?

SOUTHWEST RESEARCH INSTITUTE's benefit plan is written through METLIFE INSURANCE COMPANY, among 16 disclosed carriers.

When does SOUTHWEST RESEARCH INSTITUTE's group plan renew?

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

Where does this data come from?

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