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Benefits Intelligence/Broker Directory/Colorado

Mountain West Ins & Fin Svcs, LLC

Craig, CO

Mountain West Ins & Fin Svcs, LLC of Craig, CO is the broker of record on 19 Form 5500 Schedule A filings covering 3 employer benefit plans, with $325,045 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
19
States served
1
Reported commissions
$325,045
plan year 2025

Employer clients

Plan sponsors naming Mountain West Ins & Fin Svcs, LLC on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Ute Mountain Ute Tribe Governmental And EnterpriseCO8242022-11-30
The Lower Valley Hospital AssociationCO5962025-12-31
Ute Mountain Ute Tribe Governmental And EnterpriseCO5892021-11-30

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Form 5500 Schedule A Part 1 (broker of record), 2024–2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.