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  1. Companies/
  2. Sun West Mortgage Company, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Sun West Mortgage Company, Inc.

EIN 95-3523796-financial services-Latest filing 2025
Plans
3
Retirement
2
$20.3M assets
Health & Benefits
1
$170K premiums
Participants
961
18303 GRIDLEY RD - GUAYNABO, PR 00968562-924-7884swmcretail.comLinkedIn501-1000 employeesfinancial services
Plans on this EIN
3 filings
#001401(k)-$18.8M - 449 part#002Profit-sharing-$1.5M - 252 part#501Mixed-$170K - 336 lives

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

Retirement portfolio analytics

2 plans aggregated / $20.3M assets / 701 participants

Assets by plan

Share of aggregate retirement assets

  • MORTGAGE CO., 401(K) (#001)$18.8M
  • 1081. 01(D) PLAN (#002)$1.5M
Total $20.3MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • MORTGAGE CO., 401(K) (#001)449
  • 1081. 01(D) PLAN (#002)252
Total 701Select a row to open it

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
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Plan summaries

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

Retirement#001

SUN WEST MORTGAGE CO., 401(K) PLAN

401(k)

Assets$18.8M
Participants449
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

SUN WEST MORTGAGE CO 1081. 01(D) PLAN

Profit-sharing

Assets$1.5M
Participants252
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

SUN WEST MORTGAGE COMPANY, INC. WELFARE BENEFITS PLAN

Mixed - DELTA DENTAL OF CA

Premiums$170K
Covered lives336
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001SUN WEST MORTGAGE CO., 401(K) PLAN401(k)$18.8M4492025
#002SUN WEST MORTGAGE CO 1081. 01(D) PLANProfit-sharing$1.5M2522025
  • SUN WEST MORTGAGE CO., 401(K) PLAN$18.8M
    #001 · 401(k) · 2025449
  • SUN WEST MORTGAGE CO 1081. 01(D) PLAN$1.5M
    #002 · Profit-sharing · 2025252

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501SUN WEST MORTGAGE COMPANY, INC. WELFARE BENEFITS PLANMixedDELTA DENTAL OF CA$170K3362025
  • SUN WEST MORTGAGE COMPANY, INC. WELFARE BENEFITS PLAN$170K
    #501 · Mixed · DELTA DENTAL OF CA · 2025336
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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