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Sponsor portfolioWelfare / HealthEIN 33-0419992

MOUNTAIN WEST FINANCIAL, INC.

1255 W COLTON AVE #132 · REDLANDS, CA 92374
9097931500
Plans filed
1
Years active
2016–2024
Industry
NAICS 52
Latest filing
2024
Total premiums (latest)
$1.1M
No prior year
Persons covered
19
No prior year
Total participants
0
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.1M
MOUNTAIN WEST FINANCIAL, INC. WELFARE BENEFITS PLAN
Fully insured19 covered·5 carriers
Primary: CALIFORNIA PHYSICIANS SERVICE

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.0M23.9%
Dental$1.0M23.9%
Vision$1.0M23.9%
Prescription drug$1.0M23.9%
Other$58K1.3%
Life$46K1.1%
Short-term disability$46K1.1%
Long-term disability$46K1.1%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CALIFORNIA PHYSICIANS SERVICE
EIN 940360524
HRxDV
$1.0M94.7%110
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
LSTDLTDOth
$46K4.2%117
RELIASTAR LIFE INSURANCE COMPANY
EIN 410451140
Oth
$11K1.0%1119
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD
EIN 731016728
Oth
$1K0.1%115
BLUE CROSS OF CALIFORNIA
EIN 953760980
$00.0%110

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
DIGITAL INSURANCE LLCATLANTA, GATHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, RELIASTAR LIFE INSURANCE COMPANY, BLUE CROSS OF CALIFORNIA, CALIFORNIA PHYSICIANS SERVICE, PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$31K$74K$105K99.6%1
CHRISTA G AUFDEMBERG INCTUSTIN, CAPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$250$0$2500.2%1
PLANSOURCE BENEFITS ADMINISTRATIONORLANDO, FLRELIASTAR LIFE INSURANCE COMPANY$0$142$1420.1%1

History & trajectory

9 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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