Form 5500 · Employee benefit plan · CERRITOS, CA
SUN WEST MORTGAGE COMPANY, INC.
The filing calls this plan SUN WEST MORTGAGE COMPANY, INC. WELFARE BENEFITS PLAN.
SUN WEST MORTGAGE COMPANY, INC. of CERRITOS, CA spreads its employee benefits across 3 insurance carriers, according to its Form 5500 Schedule A. Its broker of record is ALLIANT INSURANCE SERVICES, INC.. Coverage is written through DELTA DENTAL OF CA and 2 other carriers. The plan's most recent policy period ended in August.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-3523796 · plan 501 · plan year 2025, filed Mar 20, 2026
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281 other employer plans in California have policy years ending in August. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Funding not settled by the filing
The filing does not report enough to settle how this plan pays for benefits.
Benefits declared on this filing
Also declared: death benefits, other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 3 insured contracts covering dental, vision and life; the largest, with DELTA DENTAL OF CA, covers 268 people.
The filing declares dental, vision, life and health. Health appears with no insured contract on Schedule A. That coverage may be self-funded, or placed with a carrier that is not on this filing.
Reported premium across the insured contracts is $169,535, with $11,357 in disclosed broker commissions — about 6.7% of premium.
The most recent policy period ended in August, and the plan year ends August 31. Group contracts typically renew on that annual cycle.
ALLIANT INSURANCE SERVICES, INC. is the broker of record on all 3 contracts.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| DELTA DENTAL OF CA | Dental | 268 | Sep 1, 2025 | $109,149 | $5,318 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Life | 260 | Sep 1, 2025 | $41,080 | $4,108 |
| AMERITAS LIFE INSURANCE CORP. | Vision | 336 | Sep 1, 2025 | $19,306 | $1,931 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Other plans filed by this employer
How this plan compares
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Renewal calendar
281 other employer plans in California are September 1 renewals (policy year ends August).
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