Usi Southwest Inc
Virginia Beach, VA
Usi Southwest Inc of Virginia Beach, VA is the broker of record on 281 Form 5500 Schedule A filings covering 185 employer benefit plans across 19 states, with $13,591,207 in reported broker commissions (plan year 2025).
Quick answer
Usi Southwest Inc (Virginia Beach, VA) is the broker of record for 185 employer benefit plan sponsors on 281 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Usi Southwest Inc have?
- Usi Southwest Inc is named as broker on Form 5500 Schedule A filings for 185 distinct plan sponsors in 19 states.
- Who are Usi Southwest Inc's largest employer clients?
- By plan participants, the largest include Chs/Community Health Systems, Inc. (39,317 participants), Acec Life/Health Insurance Trust Benefit Consortium (35,940 participants) and Wellspan Health (24,780 participants).
- How much does Usi Southwest Inc earn in commissions?
- Insurers reported $13.6 million in broker commissions and $2.9 million in fees paid to Usi Southwest Inc for plan year 2025, per Schedule A Part 1.
- Where is Usi Southwest Inc located?
- Usi Southwest Inc is based in Virginia Beach, VA and has employer clients in 19 states.
- How does Usi Southwest Inc rank among benefits brokers in Virginia?
- Usi Southwest Inc ranks #4 by employer clients among the 50 most active benefits brokers based in Virginia.
Source: Fundz verified event record.
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.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Chs/Community Health Systems, Inc. | TN | 39,317 | 2024-12-31 |
| Acec Life/Health Insurance Trust Benefit Consortium | TX | 35,940 | 2024-12-31 |
| Wellspan Health | PA | 24,780 | 2025-12-31 |
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Other benefits brokers in Virginia
- Usi Insurance Services LLC: 5,292 employer clients, $422,436,279 reported commissions (Virginia Beach)
- James A Scott & Son Inc: 276 employer clients, $16,248,263 reported commissions (Lynchburg)
- The Baldwin Group Mid-Atlantic, LLC: 226 employer clients, $10,882,153 reported commissions (Leesburg)
- Armfield Harrison & Thomas: 114 employer clients, $2,485,330 reported commissions (Leesburg)
- Kibble & Prentice Holding Company: 96 employer clients, $2,457,483 reported commissions (Virginia Beach)
- Patriot Growth Ins Services LLC: 95 employer clients, $2,739,983 reported commissions (Fairfax)
- Hilb Group Of Maryland: 78 employer clients, $4,903,158 reported commissions (Leesburg)
- Usi Ins Services LLC: 71 employer clients, $3,716,988 reported commissions (Virginia Beach)
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.