Form 5500 · Employee benefit plan · CHANDLER, AZ
SOUTHWESTERN FINANCIAL CORPORATION DBA THE MAHONEY GROUP
Public Form 5500 records show how SOUTHWESTERN FINANCIAL CORPORATION DBA THE MAHONEY GROUP (CHANDLER, AZ) structures its employee benefits. Its broker of record is CHRISTINE M. MC CULLUGH. Coverage is written through UNUM LIFE INSURANCE COMPANY OF AMERICA and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 86-0224638 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 241 | December | $3,834 |
| VISION SERVICE PLAN | Vision | 216 | December | $0 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 231 | December | $0 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 169 | December | $0 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 144 | December | $0 |
Questions
Who is SOUTHWESTERN FINANCIAL CORPORATION DBA THE MAHONEY GROUP's benefits broker?
Per its most recent Form 5500 Schedule A, SOUTHWESTERN FINANCIAL CORPORATION DBA THE MAHONEY GROUP's broker of record is CHRISTINE M. MC CULLUGH.
What insurance carrier does SOUTHWESTERN FINANCIAL CORPORATION DBA THE MAHONEY GROUP use?
SOUTHWESTERN FINANCIAL CORPORATION DBA THE MAHONEY GROUP's benefit plan is written through UNUM LIFE INSURANCE COMPANY OF AMERICA, among 5 disclosed carriers.
When does SOUTHWESTERN FINANCIAL CORPORATION DBA THE MAHONEY GROUP's group plan renew?
The most recent Schedule A policy period for SOUTHWESTERN FINANCIAL CORPORATION DBA THE MAHONEY GROUP ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SOUTHWESTERN FINANCIAL CORPORATION DBA THE MAHONEY GROUP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.