PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Sun West Mortgage Company, Inc.
  • Benefits analytics
  • Plan summaries
  • Health & Benefits plans

Filings through Oct 24, 2026.

Sun West Mortgage Company, Inc.

EIN 66-0459530-Latest filing 2025
Plans
2
Retirement
0
Health & Benefits
2
$799K premiums
Participants
350
101 AVE SAN PATRICIO STE 1120 - GUAYNABO, PR 009682646787-417-7021
Plans on this EIN
2 filings
#501Fully insured-$796K - 134 lives#502Fully insured-$3K - 216 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.

Benefits portfolio analytics

2 plans / $799K premiums / 350 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$799K
  • Other$799K
  • Health$796K
  • Dental$796K
  • Prescription drug$796K
Total $799K5 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Health & Benefits#501

SUN WEST MORTGAGE COMPANY, INC.- HEALTH PLAN

Fully insured - TRIPLE-S SALUD

Premiums$796K
Covered lives134
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502

SUN WEST MORTGAGE COMPANY, INC.- LIFE PLAN

Fully insured - MULTINATIONAL LIFE INSURANCE COMPANY

Premiums$3K
Covered lives216
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501SUN WEST MORTGAGE COMPANY, INC.- HEALTH PLANFully insuredTRIPLE-S SALUD$796K1342025
#502SUN WEST MORTGAGE COMPANY, INC.- LIFE PLANFully insuredMULTINATIONAL LIFE INSURANCE COMPANY$3K2162025
  • SUN WEST MORTGAGE COMPANY, INC.- HEALTH PLAN$796K
    #501 · Fully insured · TRIPLE-S SALUD · 2025134
  • SUN WEST MORTGAGE COMPANY, INC.- LIFE PLAN$3K
    #502 · Fully insured · MULTINATIONAL LIFE INSURANCE COMPANY · 2025216
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica