Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.5M
- Dental$160K
- Life$26K
- Vision$14K
Sponsor portfolio
AMWEST FUNDING CORP.
EIN 95-4539084bankingLatest filing 2025
Plans
2
Retirement
1
$14.8M assets
Welfare
1
$1.7M premiums
Participants
307
6 POINTE DRIVE, SUITE 300 - BREA, CA 92821714-831-3315amwestfunding.comLinkedIn201-500 employeesbanking
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.7M premiums / 141 covered livesCarrier market share
Premium dollars by Schedule A carrier
77%top
- UNITEDHEALTHCARE INSURANCE COMPANY77%
- KAISER FOUNDATION HEALTH PLAN INC11%
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA10%
- HARTFORD LIFE AND ACCIDENT2%
- FIDELITY SECURITY LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
70%top
- HUB INTERNATIONAL MIDWEST LIMITED70%
- CHUN-HA INSURANCE SERVICES, INC.30%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
AMWEST FUNDING CORP. 401(K) PLAN AND TRUST
401k
Assets$14.8M
Participants176
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
AMWEST FUNDING WELFARE PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.7M
Covered lives141
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AMWEST FUNDING CORP. 401(K) PLAN AND TRUST | 401k | $14.8M | 176 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | AMWEST FUNDING WELFARE PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.7M | 141 | 2024 |
Retirement plans
Welfare plans