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  2. MOUNTAIN WEST FINANCIAL, INC.
Sponsor portfolio

MOUNTAIN WEST FINANCIAL, INC.

EIN 33-0419992-Latest filing 2024
Plans
1
Retirement
0
Welfare
1
$1.1M premiums
Participants
0
1255 W COLTON AVE #132 - REDLANDS, CA 92374909-793-1500
Plans on this EIN
1 filing
#501Fully Insured-$1.1M - 19 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 19 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.0M
  • Dental$1.0M
  • Vision$1.0M
  • Prescription drug$1.0M
  • Other$58K
  • Life$46K
  • +2 more
Total $1.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • CALIFORNIA PHYSICIANS SERVICE95%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%
  • RELIASTAR LIFE INSURANCE COMPANY1%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
  • BLUE CROSS OF CALIFORNIA0%
Total $1.1M5 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • DIGITAL INSURANCE LLC100%
  • CHRISTA G AUFDEMBERG INC0%
  • PLANSOURCE BENEFITS ADMINISTRATION0%
Total $105K3 slices

Plan deep-dives

Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.
Welfare#501

MOUNTAIN WEST FINANCIAL, INC. WELFARE BENEFITS PLAN

Fully Insured - CALIFORNIA PHYSICIANS SERVICE

Premiums$1.1M
Covered lives19
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MOUNTAIN WEST FINANCIAL, INC. WELFARE BENEFITS PLANFully InsuredCALIFORNIA PHYSICIANS SERVICE$1.1M192024
Retirement plans
Welfare plans
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