# Sun West Mortgage Company, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/sun-west-mortgage-company-inc-660459530-502

> Sun West Mortgage Company, INC.'s Health & Welfare plan: 216 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sun West Mortgage Company, INC.

- **Sponsor EIN:** 660459530

- **Sponsor Address:** 101 AVE SAN PATRICIO STE 1120, GUAYNABO, PR, 009682646

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 216

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|216|$0|$0|$0|

| 2023|169|$0|$0|$0|

| 2022|137|$0|$0|$0|

## Similar Plans

- [Sun West Mortgage Company, INC.](https://planprovider.pro/companies/sun-west-mortgage-company-inc-660459530-501) — 134 participants

- [Sun West Mortgage Company, INC.](https://planprovider.pro/companies/sun-west-mortgage-company-inc-plan-002) — 127 participants

- [Sun West Mortgage Company, INC.](https://planprovider.pro/companies/sun-west-mortgage-company-inc-660445953-503) — 122 participants

- [Sun West Financial Services International INC](https://planprovider.pro/companies/sun-west-financial-services-international-inc-plan) — 14 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sun-west-mortgage-company-inc-660459530-502)

© 2026 PlanProvider.Pro