Fundz
Fundz
Benefits Intelligence/Broker Directory/Virginia

Usi Southwest Inc

Virginia Beach, VA

Usi Southwest Inc of Virginia Beach, VA is the broker of record on 222 Form 5500 Schedule A filings covering 156 employer benefit plans across 19 states, with $10,537,051 in reported broker commissions (plan year 2025).

Employer clients
156
distinct plan sponsors
Schedule A filings
222
States served
19
Reported commissions
$10,537,051
plan year 2025
Reported fees
$2,316,996

Employer clients

Plan sponsors naming Usi Southwest 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
Chs/Community Health Systems, Inc.TN39,3172024-12-31
Acec Life/Health Insurance Trust Benefit ConsortiumTX35,9402024-12-31
Wellspan HealthPA24,7802025-12-31
153 more employer clients are on this firm's record, with each plan's renewal date. See the full client list

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal date — from Form 5500 Schedule A, joined to funding rounds, executive hires and layoff notices.

Get Strategic →Start now

Other benefits brokers in Virginia

All brokers in Virginia

Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.