Form 5500 · Employee benefit plan · REDLANDS, CA
MOUNTAIN WEST FINANCIAL, INC.
MOUNTAIN WEST FINANCIAL, INC. of REDLANDS, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is DIGITAL INSURANCE LLC. Coverage is written through CALIFORNIA PHYSICIANS SERVICE and 4 other carriers. The plan's most recent policy period ended in August.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 33-0419992 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| CALIFORNIA PHYSICIANS SERVICE | Health, Dental, Vision | 0 | August | $11,763 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 7 | August | $9,183 |
| BLUE CROSS OF CALIFORNIA | Health, Dental, Vision | 0 | August | $7,902 |
| RELIASTAR LIFE INSURANCE COMPANY | — | 19 | May | $2,284 |
| PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | — | 5 | May | $314 |
Questions
Who is MOUNTAIN WEST FINANCIAL, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, MOUNTAIN WEST FINANCIAL, INC.'s broker of record is DIGITAL INSURANCE LLC.
What insurance carrier does MOUNTAIN WEST FINANCIAL, INC. use?
MOUNTAIN WEST FINANCIAL, INC.'s benefit plan is written through CALIFORNIA PHYSICIANS SERVICE, among 5 disclosed carriers.
When does MOUNTAIN WEST FINANCIAL, INC.'s group plan renew?
The most recent Schedule A policy period for MOUNTAIN WEST FINANCIAL, INC. ended in August. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from MOUNTAIN WEST FINANCIAL, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.