Form 5500 · Employee benefit plan · EVANSVILLE, IN
SOUTHWESTERN HEALTHCARE, INC.
The filing calls this plan SOUTHWESTERN HEALTHCARE, INC. EMPLOYEE BENEFIT PLAN.
SOUTHWESTERN HEALTHCARE, INC. of EVANSVILLE, IN files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is CLIPPINGER FINANCIAL GROUP, LLC. Coverage is written through PARAMOUNT DENTAL and 3 other carriers. The plan's most recent policy period ended in September.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-1503650 · plan 503 · plan year 2025, filed Jul 9, 2026
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79 other employer plans in Indiana have policy years ending in September. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Funding not settled by the filing
The filing does not report enough to settle how this plan pays for benefits.
Benefits declared on this filing
4 contracts on this filing do not say which benefits they cover, so a line above may be insured by one of them.
Also declared: death benefits, other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 8 insured contracts covering dental, vision, life and disability; the largest, with PARAMOUNT DENTAL, covers 477 people.
The filing declares dental, vision, life, disability and health. Health appears with no insured contract on Schedule A. That coverage may be self-funded, placed with a carrier that is not on this filing, or written on one of the 4 contracts here that do not say what they cover.
Reported premium across the insured contracts is $402,034, with $46,456 in disclosed broker commissions — about 12% of premium.
The most recent policy period ended in September, and the plan year ends September 30. Group contracts typically renew on that annual cycle.
CLIPPINGER FINANCIAL GROUP, LLC is the broker of record on 5 of the 8 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| PARAMOUNT DENTAL | Dental | 477 | Oct 1, 2025 | $137,879 | $13,137 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life | 365 | Jan 1, 2026 | $68,692 | $10,304 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Disability | 332 | Jan 1, 2026 | $65,672 | $9,851 |
| HCC LIFE INSURANCE COMPANY | — | 269 | Oct 1, 2025 | $47,660 | $4,766 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 107 | Jan 1, 2026 | $23,938 | $3,561 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 109 | Jan 1, 2026 | $14,712 | $2,228 |
| VISION SERVICE PLAN | Vision | 246 | Oct 1, 2025 | $36,403 | $1,547 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 365 | Jan 1, 2026 | $7,078 | $1,062 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Reported to OSHA
Reported to OSHA for 2025: 57 employees, 2 recordable cases, 7 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
Other plans filed by this employer
How this plan compares
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Renewal calendar
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