How many employer clients does Usi Soutwest, Inc. have?

Usi Soutwest, Inc. is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.

Who are Usi Soutwest, Inc.'s largest employer clients?

By plan participants, the largest include Magnolia Lodging, LLC (255 participants), 2020 Exhibits, Inc. (147 participants) and Helping Hand Home For Children (128 participants).

How much does Usi Soutwest, Inc. earn in commissions?

Insurers reported $65,626 in broker commissions and $3,333 in fees paid to Usi Soutwest, Inc. for plan year 2024, per Schedule A Part 1.

Where is Usi Soutwest, Inc. located?

Usi Soutwest, Inc. is based in Houston, TX.

Benefits Intelligence/Broker Directory/Texas

Usi Soutwest, Inc.

Houston, TX

Usi Soutwest, Inc. of Houston, TX is the broker of record on 3 Form 5500 Schedule A filings covering 3 employer benefit plans, with $65,626 in reported broker commissions (plan year 2024).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$65,626

plan year 2024

Reported fees

$3,333

Quick answer

Usi Soutwest, Inc. (Houston, TX) is the broker of record for 3 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2024.

How many employer clients does Usi Soutwest, Inc. have?: Usi Soutwest, Inc. is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.
Who are Usi Soutwest, Inc.'s largest employer clients?: By plan participants, the largest include Magnolia Lodging, LLC (255 participants), 2020 Exhibits, Inc. (147 participants) and Helping Hand Home For Children (128 participants).
How much does Usi Soutwest, Inc. earn in commissions?: Insurers reported $65,626 in broker commissions and $3,333 in fees paid to Usi Soutwest, Inc. for plan year 2024, per Schedule A Part 1.
Where is Usi Soutwest, Inc. located?: Usi Soutwest, Inc. is based in Houston, TX.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Usi Soutwest, 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
Magnolia Lodging, LLC	TX	255	2025-02-28
2020 Exhibits, Inc.	TX	147	2025-05-31
Helping Hand Home For Children	TX	128	2025-06-30

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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.