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Form 5500 · Employee benefit plan · CRAIG, CO

MOUNTAIN WEST INSURANCE & FINANCIAL SERVICES, LLC

MOUNTAIN WEST INSURANCE & FINANCIAL SERVICES, LLC of CRAIG, CO files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is MOUNTAIN WEST INS & FINANCIAL SVCS. Coverage is written through AETNA LIFE INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 47-2532916 · plan 501 · as of Jul 2026

Participants
199
Carriers on file
4
Disclosed commissions
$0
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
AETNA LIFE INSURANCE COMPANYDental323December$0
PRINCIPAL LIFE INSURANCE COMPANYVision296December$0
HCC LIFE INSURANCE COMPANYHealth190December$0
UNITED OF OMAHA LIFE INSURANCE COMPANYLife, Disability245December$0

Questions

Who is MOUNTAIN WEST INSURANCE & FINANCIAL SERVICES, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, MOUNTAIN WEST INSURANCE & FINANCIAL SERVICES, LLC's broker of record is MOUNTAIN WEST INS & FINANCIAL SVCS.

What insurance carrier does MOUNTAIN WEST INSURANCE & FINANCIAL SERVICES, LLC use?

MOUNTAIN WEST INSURANCE & FINANCIAL SERVICES, LLC's benefit plan is written through AETNA LIFE INSURANCE COMPANY, among 4 disclosed carriers.

When does MOUNTAIN WEST INSURANCE & FINANCIAL SERVICES, LLC's group plan renew?

The most recent Schedule A policy period for MOUNTAIN WEST INSURANCE & FINANCIAL SERVICES, LLC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from MOUNTAIN WEST INSURANCE & FINANCIAL SERVICES, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.