How many employer clients does Southwest Regional Office have?

Southwest Regional Office is named as broker on Form 5500 Schedule A filings for 5 distinct plan sponsors in 3 states.

Who are Southwest Regional Office's largest employer clients?

By plan participants, the largest include Frio Hospital Association (206 participants), Operation Kindness (193 participants) and Tucson Jewish Community Center (182 participants).

How much does Southwest Regional Office earn in commissions?

Insurers reported $158 in broker commissions and $494 in fees paid to Southwest Regional Office for plan year 2025, per Schedule A Part 1.

Where is Southwest Regional Office located?

Southwest Regional Office is based in Houston, TX and has employer clients in 3 states.

Benefits Intelligence/Broker Directory/Texas

Southwest Regional Office

Houston, TX

Southwest Regional Office of Houston, TX is the broker of record on 5 Form 5500 Schedule A filings covering 5 employer benefit plans across 3 states, with $158 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$158

plan year 2025

Reported fees

$494

Quick answer

Southwest Regional Office (Houston, TX) is the broker of record for 5 employer benefit plan sponsors on 5 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Southwest Regional Office have?: Southwest Regional Office is named as broker on Form 5500 Schedule A filings for 5 distinct plan sponsors in 3 states.
Who are Southwest Regional Office's largest employer clients?: By plan participants, the largest include Frio Hospital Association (206 participants), Operation Kindness (193 participants) and Tucson Jewish Community Center (182 participants).
How much does Southwest Regional Office earn in commissions?: Insurers reported $158 in broker commissions and $494 in fees paid to Southwest Regional Office for plan year 2025, per Schedule A Part 1.
Where is Southwest Regional Office located?: Southwest Regional Office is based in Houston, TX and has employer clients in 3 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Southwest Regional 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
Frio Hospital Association	TX	206	2025-12-31
Operation Kindness	TX	193	2025-12-31
Tucson Jewish Community Center	AZ	182	2025-12-31

2 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.