Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$90K
- Vision$90K
Sponsor portfolio
COLE WEST, LLC
EIN 81-1935663real estateLatest filing 2025
Plans
2
Retirement
1
$5.8M assets
Welfare
1
$90K premiums
Participants
279
610 NORTH 800 WEST - CENTERVILLE, UT 84014801-671-9298colewest.comLinkedIn11-50 employeesreal estate
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $90K premiums / 102 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- AMERITAS LIFE INSURANCE CORP.100%
- AETNA LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
97%top
- CUI BENEFITS97%
- PROFESSIONAL GROUP PLANS INC3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
COLE WEST, LLC
401k
Assets$5.8M
Participants177
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
COLE WEST, LLC EMPLOYEE BENEFITS PLAN
Fully Insured - AMERITAS LIFE INSURANCE CORP
Premiums$90K
Covered lives102
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COLE WEST, LLC | 401k | $5.8M | 177 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | COLE WEST, LLC EMPLOYEE BENEFITS PLAN | Fully Insured | AMERITAS LIFE INSURANCE CORP | $90K | 102 | 2025 |
Retirement plans
Welfare plans