Form 5500 · Employee benefit plan · CERRITOS, CA
SUN WEST MORTGAGE COMPANY, INC.
SUN WEST MORTGAGE COMPANY, INC. of CERRITOS, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. 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 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| DELTA DENTAL OF CA | Dental | 268 | August | $5,318 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Life | 260 | August | $4,108 |
| AMERITAS | Vision | 336 | August | $1,931 |
Questions
Who is SUN WEST MORTGAGE COMPANY, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, SUN WEST MORTGAGE COMPANY, INC.'s broker of record is ALLIANT INSURANCE SERVICES, INC..
What insurance carrier does SUN WEST MORTGAGE COMPANY, INC. use?
SUN WEST MORTGAGE COMPANY, INC.'s benefit plan is written through DELTA DENTAL OF CA, among 3 disclosed carriers.
When does SUN WEST MORTGAGE COMPANY, INC.'s group plan renew?
The most recent Schedule A policy period for SUN WEST MORTGAGE COMPANY, INC. ended in August. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SUN WEST MORTGAGE COMPANY, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.