Form 5500 · Employee benefit plan · GUAYNABO, PR
SUN WEST MORTGAGE COMPANY, INC.
SUN WEST MORTGAGE COMPANY, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is IKON INSURANCE, INC.. Coverage is written through OPTIMIND MANAGED BEHAVIORAL HEALTCARE ORGANIZATION. The plan's most recent policy period ended in May.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 66-0445953 · plan 503 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| OPTIMIND MANAGED BEHAVIORAL HEALTCARE ORGANIZATION | — | 122 | May | $188 |
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 IKON INSURANCE, INC..
What insurance carrier does SUN WEST MORTGAGE COMPANY, INC. use?
SUN WEST MORTGAGE COMPANY, INC.'s benefit plan is written through OPTIMIND MANAGED BEHAVIORAL HEALTCARE ORGANIZATION.
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 May. 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.