Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$133K
- Life$86K
- Long-term disability$47K
- Vision$26K
Sponsor portfolio
SUNWEST BANK
EIN 95-2630202Latest filing 2025
Plans
2
Retirement
1
$22.9M assets
Welfare
1
$206K premiums
Participants
706
2050 MAIN STREET, SUITE 300 - IRVINE, CA 92614714-881-3043
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $206K premiums / 324 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY87%
- VISION SERVICE PLAN13%
Broker market share
Schedule A broker compensation
52%top
- HUB INTERNATIONAL MIDWEST LIMITED52%
- IMA, INC.48%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SUNWEST BANK 401(K) PROFIT SHARING PLAN
401k
Assets$22.9M
Participants373
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SUNWEST BANK HEALTH AND WELFARE PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$206K
Covered lives324
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SUNWEST BANK 401(K) PROFIT SHARING PLAN | 401k | $22.9M | 373 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SUNWEST BANK HEALTH AND WELFARE PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $206K | 324 | 2025 |
Retirement plans
Welfare plans