Benefits brokerage · 13 offices
USI SOUTHWEST, INC.
USI SOUTHWEST, INC. is named as the broker of record on 408 insurance contracts across its 13 offices in public Form 5500 Schedule A filings.
Offices
The 12 offices with the largest books, largest first. The other 1 are in the list below.
A contract that names two offices of this firm is counted on each of their rows, so this column adds up to more than the firm's own total. The total counts each contract once.
| City | State | Contracts |
|---|---|---|
| VIRGINIA BEACH | VA | 236 |
| HOUSTON | TX | 71 |
| DALLAS | TX | 39 |
| No city on file | — | 22 |
| AUSTIN | TX | 15 |
| FORT WORTH | TX | 15 |
| EL PASO | TX | 7 |
| SAN ANTONIO | TX | 6 |
| VALHALLA | NY | 2 |
| FT WORTH | TX | 1 |
| LEWISVILLE | TX | 1 |
| MOONACHIE | NJ | 1 |
| NORFOLK | VA | 1 |
All 13 offices
Every office that files under the USI SOUTHWEST, INC. name, largest book first.
Book profile
USI SOUTHWEST, INC. brokers 408 insured contracts for 169 employers, across 19 states, led by TX, PA, LA.
Life is the largest line (131 contracts), followed by health (127), disability (117), dental (114).
UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (85, about 21%); BLUECROSS BLUESHIELD OF TEXAS, METROPOLITAN LIFE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 61% 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 131 · health 127 · disability 117 · dental 114 · vision 84 · stop-loss 11
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 | Office | Carrier | Renews |
|---|---|---|---|---|
| BOWTECH, LLC | EUGENE, OR | DALLAS, TX | BLUECROSS BLUESHIELD OF TEXAS | Jan 1FY2025 |
| STX BEEF COMPANY LLC | CORPUS CHRISTI, TX | DALLAS, TX | BLUECROSS BLUESHIELD OF TEXAS | Jan 1FY2025 |
| BAYWATER PIPELINE SERVICES, LLC | THE WOODLANDS, TX | DALLAS, TX | BLUECROSS BLUESHIELD OF TEXAS | Jan 1FY2025 |
| WHIRLWIND STEEL BUILDINGS INC. | HOUSTON, TX | DALLAS, TX | HEALTH CARE SERVICE CORPORATION | Jan 1FY2024 |
| CAMERON LNG, LLC | HOUSTON, TX | No city on file | BLUECROSS BLUESHIELD OF TEXAS | Jan 1FY2025 |
more employers in USI SOUTHWEST, INC.'s book
See the full client list across every office, 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 2024–2025 on this page)