Plan Ledger DOL Form 5500 · updated monthly

Sunwest Bankbenefits

Sunwest Bank Health and Welfare Plan · IRVINE, CA · plan year 2024

Broker compensation reported · 2024
$17,729

Sunwest Bank's benefits plans covered 312 active participants in 2024, providing health · life · dental · vision · long-term disability · death benefits. Insurance brokers and agents were paid $17,729 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $57 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay rose 134% from $7,575 in 2023.

Insurance contracts · 20247
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental life ltdpremiums n/a · 255 covered
VISION SERVICE PLAN · visionpremiums n/a · 193 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 133 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 310 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · ltdpremiums n/a · 310 covered
UNITED OF OMAHA LIFE INSURANCE COMPANYpremiums n/a · 87 covered
UNITED OF OMAHA LIFE INSURANCE COMPANYpremiums n/a · 78 covered
Brokers & agents paid · 20243
BOLTON & COMPANY$8,827 · incl $8,827 fees
BOLTON INSURANCE SERVICES LLC$8,296 · incl $8,296 fees
IMA INC.$606 · incl $606 fees
Also brokered by Bolton & Company5
Westfield, LLC CA$147,242

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 952630202 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.