# SUNWEST BANK HEALTH AND WELFARE PLAN

Health and welfare plan sponsored by **SUNWEST BANK**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | SUNWEST BANK |
| EIN | 952630202 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | IRVINE, CA |
| Industry | Finance and Insurance |
| Funding | mixed |
| Total premiums | $206K |
| Participants | 333 |
| Persons covered | 324 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| MUTUAL OF OMAHA INSURANCE COMPANY | Life, Other, LTD |
| VISION SERVICE PLAN (VSP) | Vision |

## Brokers

| Broker | Placed with |
|---|---|
| IMA FINANCIAL GROUP | UNITED OF OMAHA LIFE INSURANCE COMPANY |
| HUB INTERNATIONAL MIDWEST LIMITED | UNITED OF OMAHA LIFE INSURANCE COMPANY |

## 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/952630202-501
- Cite as: PlanOptica, https://planoptica.com/welfare/952630202-501
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