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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
3
distinct plan sponsors
Schedule A filings
3
States served
1
Reported commissions
$65,626
plan year 2024
Reported fees
$3,333

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.

EmployerStateParticipantsPlan year end
Magnolia Lodging, LLCTX2552025-02-28
2020 Exhibits, Inc.TX1472025-05-31
Helping Hand Home For ChildrenTX1282025-06-30

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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.