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Sponsor portfolioWelfare / HealthEIN 95-3523796

SUN WEST MORTGAGE COMPANY, INC.

18303 GRIDLEY ROAD · CERRITOS, CA 90703
5629161499
Plans filed
1
Years active
2016–2025
Industry
NAICS 53
Latest filing
2025
Total premiums (latest)
$170K
No prior year
Persons covered
336
No prior year
Total participants
260
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$170K
SUN WEST MORTGAGE COMPANY, INC. WELFARE BENEFITS PLAN
Mixed336 covered·3 carriers
Primary: DELTA DENTAL OF CA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$109K51.8%
Life$41K19.5%
Other$41K19.5%
Vision$19K9.2%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
DELTA DENTAL OF CALIFORNIA
EIN 941461312
D
$109K64.4%11268
RELIANCE STANDARD LIFE INSURANCE COMPANY
EIN 360883760
LOth
$41K24.2%11260
AMERITAS LIFE INSURANCE CORP.
EIN 470098400
V
$19K11.4%11336

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ALLIANT INSURANCE SERVICES, INC.SEATTLE, WADELTA DENTAL OF CA, RELIANCE STANDARD LIFE INSURANCE COMPANY, AMERITAS$11K$920$12K100.0%1

History & trajectory

10 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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