# INTERWEST INSURANCE SERVICES, LLC EMPLOYEE BENEFITS PLAN

Health and welfare plan sponsored by **INTERWEST INSURANCE SERVICES, LLC**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | INTERWEST INSURANCE SERVICES, LLC |
| EIN | 680266090 |
| Plan number | 503 |
| Plan year | 2025 |
| Location | SACRAMENTO, CA |
| Industry | insurance |
| Funding | mixed |
| Total premiums | $2.8M |
| Participants | 398 |
| Persons covered | 390 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| KAISER PERMANENTE | Health, HMO |
| TOKIO MARINE HCC | Stop-loss |
| SUN LIFE FINANCIAL | Life, STD, LTD, Other |
| AMERITAS LIFE INSURANCE CORP. | Dental |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Other |

## Brokers

| Broker | Placed with |
|---|---|
| INTERWEST INSURANCE SERVICES, LLC | SUN LIFE ASSURANCE COMPANY OF CANADA |
| INTERWEST INSURANCE SERVICES, LLC | UNUM LIFE INSURANCE COMPANY OF AMERICA |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/680266090-503
- Cite as: PlanOptica, https://planoptica.com/welfare/680266090-503
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