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Benefits Intelligence/Broker Directory/Virginia

Usi Sw, Inc. - Houston

Virginia Beach, VA

Usi Sw, Inc. - Houston of Virginia Beach, VA is the broker of record on 11 Form 5500 Schedule A filings covering 9 employer benefit plans across 5 states, with $251,217 in reported broker commissions (plan year 2025).

Employer clients
9
distinct plan sponsors
Schedule A filings
11
States served
5
Reported commissions
$251,217
plan year 2025
Reported fees
$94,897

Quick answer

Usi Sw, Inc. - Houston (Virginia Beach, VA) is the broker of record for 9 employer benefit plan sponsors on 11 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Usi Sw, Inc. - Houston have?
Usi Sw, Inc. - Houston is named as broker on Form 5500 Schedule A filings for 9 distinct plan sponsors in 5 states.
Who are Usi Sw, Inc. - Houston's largest employer clients?
By plan participants, the largest include Advance Polybag (Texas), Inc. (1,012 participants), S. Abraham & Sons, Inc. (553 participants) and Ampirical Solutions LLC (413 participants).
How much does Usi Sw, Inc. - Houston earn in commissions?
Insurers reported $251,217 in broker commissions and $94,897 in fees paid to Usi Sw, Inc. - Houston for plan year 2025, per Schedule A Part 1.
Where is Usi Sw, Inc. - Houston located?
Usi Sw, Inc. - Houston is based in Virginia Beach, VA and has employer clients in 5 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Usi Sw, Inc. - Houston 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
Advance Polybag (Texas), Inc.TX1,0122025-12-31
S. Abraham & Sons, Inc.MI5532024-12-31
Ampirical Solutions LLCLA4132024-12-31
6 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.