How many employer clients does Southwest Office have?

Southwest Office is named as broker on Form 5500 Schedule A filings for 54 distinct plan sponsors in 5 states.

Who are Southwest Office's largest employer clients?

By plan participants, the largest include Kickapoo Tribe Of Oklahoma (597 participants), Santa Fe South Schools, Inc. (585 participants) and La Clinica De Familia, Incorporated (484 participants).

Where is Southwest Office located?

Southwest Office is based in Houston, TX and has employer clients in 5 states.

Benefits Intelligence/Broker Directory/Texas

Southwest Office

Houston, TX

Southwest Office of Houston, TX is the broker of record on 54 Form 5500 Schedule A filings covering 54 employer benefit plans across 5 states, with $0 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

plan year 2025

Reported fees

$19,782

Quick answer

Southwest Office (Houston, TX) is the broker of record for 54 employer benefit plan sponsors on 54 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Southwest Office have?: Southwest Office is named as broker on Form 5500 Schedule A filings for 54 distinct plan sponsors in 5 states.
Who are Southwest Office's largest employer clients?: By plan participants, the largest include Kickapoo Tribe Of Oklahoma (597 participants), Santa Fe South Schools, Inc. (585 participants) and La Clinica De Familia, Incorporated (484 participants).
Where is Southwest Office located?: Southwest Office is based in Houston, TX and has employer clients in 5 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Southwest Office 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
Kickapoo Tribe Of Oklahoma	OK	597	2025-12-31
Santa Fe South Schools, Inc.	OK	585	2025-12-31
La Clinica De Familia, Incorporated	NM	484	2025-12-31

51 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.