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Benefits Intelligence/Broker Directory/Texas

Usi Southwest Inc Tx

Houston, TX

Usi Southwest Inc Tx of Houston, TX is the broker of record on 18 Form 5500 Schedule A filings covering 15 employer benefit plans across 2 states, with $620,843 in reported broker commissions (plan year 2025).

Employer clients
15
distinct plan sponsors
Schedule A filings
18
States served
2
Reported commissions
$620,843
plan year 2025
Reported fees
$141,544

Quick answer

Usi Southwest Inc Tx (Houston, TX) is the broker of record for 15 employer benefit plan sponsors on 18 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Usi Southwest Inc Tx have?
Usi Southwest Inc Tx is named as broker on Form 5500 Schedule A filings for 15 distinct plan sponsors in 2 states.
Who are Usi Southwest Inc Tx's largest employer clients?
By plan participants, the largest include Michelin North America, Inc. (16,283 participants), Pa Management, LLC (646 participants) and Southwest International Trucks, Inc (270 participants).
How much does Usi Southwest Inc Tx earn in commissions?
Insurers reported $620,843 in broker commissions and $141,544 in fees paid to Usi Southwest Inc Tx for plan year 2025, per Schedule A Part 1.
Where is Usi Southwest Inc Tx located?
Usi Southwest Inc Tx is based in Houston, TX and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Usi Southwest Inc Tx 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
Michelin North America, Inc.SC16,2832025-12-31
Pa Management, LLCTX6462025-01-31
Southwest International Trucks, IncTX2702024-12-31
12 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.