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  2. SUN WEST MORTGAGE COMPANY, INC.
Sponsor portfolio

SUN WEST MORTGAGE COMPANY, INC.

EIN 95-3523796-financial services-Latest filing 2025
Plans
3
Retirement
2
$17.5M assets
Welfare
1
$170K premiums
Participants
927
18303 GRIDLEY ROAD - CERRITOS, CA 90703562-916-1499swmcretail.comLinkedIn501-1000 employeesfinancial services
Plans on this EIN
3 filings
#001401k-$16.2M - 487 part#002ProfitSharing-$1.2M - 180 part#501Mixed-$170K - 336 lives

Retirement portfolio analytics

2 plans aggregated / $17.5M assets / 667 participants

Assets by plan

Share of aggregate retirement assets

93%top
  • MORTGAGE CO., 401(K) (#001)93%
  • 1081. 01(D) PLAN (#002)7%
Total $17.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MORTGAGE CO., 401(K) (#001)487
  • 1081. 01(D) PLAN (#002)180
Total 667Click row to drill in

Benefits portfolio analytics

1 plan / $170K premiums / 336 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$109K
  • Life$41K
  • Other$41K
  • Vision$19K
Total $170K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • DELTA DENTAL OF CALIFORNIA64%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY24%
  • AMERITAS LIFE INSURANCE CORP.11%
Total $170K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
Total $12K1 slice

Plan deep-dives

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

SUN WEST MORTGAGE CO., 401(K) PLAN

401k

Assets$16.2M
Participants487
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SUN WEST MORTGAGE CO 1081. 01(D) PLAN

ProfitSharing

Assets$1.2M
Participants180
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SUN WEST MORTGAGE COMPANY, INC. WELFARE BENEFITS PLAN

Mixed - DELTA DENTAL OF CA

Premiums$170K
Covered lives336
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SUN WEST MORTGAGE CO., 401(K) PLAN401k$16.2M4872024
002SUN WEST MORTGAGE CO 1081. 01(D) PLANProfitSharing$1.2M1802024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SUN WEST MORTGAGE COMPANY, INC. WELFARE BENEFITS PLANMixedDELTA DENTAL OF CA$170K3362025
Retirement plans
Welfare plans
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