Usi Southwest Inc Southwest
Virginia Beach, VA
Usi Southwest Inc Southwest of Virginia Beach, VA is the broker of record on 5 Form 5500 Schedule A filings covering 4 employer benefit plans across 2 states, with $67,059 in reported broker commissions (plan year 2025).
Quick answer
Usi Southwest Inc Southwest (Virginia Beach, VA) is the broker of record for 4 employer benefit plan sponsors on 5 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Usi Southwest Inc Southwest have?
- Usi Southwest Inc Southwest is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 2 states.
- Who are Usi Southwest Inc Southwest's largest employer clients?
- By plan participants, the largest include South Texas Oncology & Hematology, Pllc (312 participants), Gulf Interstate Engineering Company (262 participants) and C.L. Thomas, Inc. (212 participants).
- How much does Usi Southwest Inc Southwest earn in commissions?
- Insurers reported $67,059 in broker commissions and $50,729 in fees paid to Usi Southwest Inc Southwest for plan year 2025, per Schedule A Part 1.
- Where is Usi Southwest Inc Southwest located?
- Usi Southwest Inc Southwest is based in Virginia Beach, VA and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Usi Southwest Inc Southwest 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 |
|---|---|---|---|
| South Texas Oncology & Hematology, Pllc | TX | 312 | 2025-12-31 |
| Gulf Interstate Engineering Company | TX | 262 | 2025-12-31 |
| C.L. Thomas, Inc. | TX | 212 | 2026-01-31 |
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Other benefits brokers in Virginia
- Usi Insurance Services LLC: 5,292 employer clients, $422,436,279 reported commissions (Virginia Beach)
- James A Scott & Son Inc: 276 employer clients, $16,248,263 reported commissions (Lynchburg)
- The Baldwin Group Mid-Atlantic, LLC: 226 employer clients, $10,882,153 reported commissions (Leesburg)
- Usi Southwest Inc: 185 employer clients, $13,572,992 reported commissions (Virginia Beach)
- Armfield Harrison & Thomas: 114 employer clients, $2,485,330 reported commissions (Leesburg)
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- Patriot Growth Ins Services LLC: 95 employer clients, $2,739,983 reported commissions (Fairfax)
- Hilb Group Of Maryland: 78 employer clients, $4,903,158 reported commissions (Leesburg)
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.