Fundz
Fundz
Benefits Intelligence/Broker Directory/Texas

Swbc Life Insurance Agency, Inc.

San Antonio, TX

Swbc Life Insurance Agency, Inc. of San Antonio, TX is the broker of record on 42 Form 5500 Schedule A filings covering 19 employer benefit plans, with $5,680,161 in reported broker commissions (plan year 2025).

Employer clients
19
distinct plan sponsors
Schedule A filings
42
States served
1
Reported commissions
$5,680,161
plan year 2025
Reported fees
$406,281

Quick answer

Swbc Life Insurance Agency, Inc. (San Antonio, TX) is the broker of record for 19 employer benefit plan sponsors on 42 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Swbc Life Insurance Agency, Inc. have?
Swbc Life Insurance Agency, Inc. is named as broker on Form 5500 Schedule A filings for 19 distinct plan sponsors.
Who are Swbc Life Insurance Agency, Inc.'s largest employer clients?
By plan participants, the largest include Swbc Professional Employer Services V, LLC Cafeteria Plan (23,093 participants), Southwest Business Corporation (1,403 participants) and San Antonio Spurs, LLC Dba Spurs Sports & Entertainment (701 participants).
How much does Swbc Life Insurance Agency, Inc. earn in commissions?
Insurers reported $5.7 million in broker commissions and $406,281 in fees paid to Swbc Life Insurance Agency, Inc. for plan year 2025, per Schedule A Part 1.
Where is Swbc Life Insurance Agency, Inc. located?
Swbc Life Insurance Agency, Inc. is based in San Antonio, TX.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Swbc Life Insurance Agency, Inc. on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Swbc Professional Employer Services V, LLC Cafeteria PlanTX23,0932025-12-31
Southwest Business CorporationTX1,4032025-12-31
San Antonio Spurs, LLC Dba Spurs Sports & EntertainmentTX7012025-12-31
16 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.