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  2. MOUNTAIN WEST RETIREMENT CORPORATION
Sponsor portfolio

MOUNTAIN WEST RETIREMENT CORPORATION

EIN 93-1263839-hospital & health care-Latest filing 2024
Plans
2
Retirement
1
$5.4M assets
Welfare
1
$23K premiums
Participants
1,912
3425 BOONE ROAD SE - SALEM, OR 97317503-373-3154LinkedIn501-1000 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$5.4M - 1,318 part#501Mixed-$23K - 594 lives

Benefits portfolio analytics

1 plan / $23K premiums / 594 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$23K
  • Other$23K
Total $23K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • PRINCIPAL LIFE INSURANCE COMPANY100%
Total $23K1 slice

Broker market share

Schedule A broker compensation

Split broker
57%top
  • BEYROUTY EMPLOYEE BENEFITS LLC57%
  • ADVANCED BENEFIT INC43%
Total $3K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MOUNTAIN WEST GROUP 401(K) PLAN

401k

Assets$5.4M
Participants1,318
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BONAVENTURE SENIOR LIVING WELFARE BENEFIT PLAN

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$23K
Covered lives594
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MOUNTAIN WEST GROUP 401(K) PLAN401k$5.4M1,3182024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BONAVENTURE SENIOR LIVING WELFARE BENEFIT PLANMixedPRINCIPAL LIFE INSURANCE COMPANY$23K5942024
Retirement plans
Welfare plans
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