Mountain West Ins & Fin Svcs, LLC
Craig, CO
Mountain West Ins & Fin Svcs, LLC of Craig, CO is the broker of record on 20 Form 5500 Schedule A filings covering 4 employer benefit plans, with $325,620 in reported broker commissions (plan year 2025).
Quick answer
Mountain West Ins & Fin Svcs, LLC (Craig, CO) is the broker of record for 4 employer benefit plan sponsors on 20 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Mountain West Ins & Fin Svcs, LLC have?
- Mountain West Ins & Fin Svcs, LLC is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors.
- Who are Mountain West Ins & Fin Svcs, LLC's largest employer clients?
- By plan participants, the largest include Ute Mountain Ute Tribe Governmental And Enterprise (824 participants), The Lower Valley Hospital Association (596 participants) and Mountain West Insurance & Financial Services, LLC (259 participants).
- How much does Mountain West Ins & Fin Svcs, LLC earn in commissions?
- Insurers reported $325,620 in broker commissions paid to Mountain West Ins & Fin Svcs, LLC for plan year 2025, per Schedule A Part 1.
- Where is Mountain West Ins & Fin Svcs, LLC located?
- Mountain West Ins & Fin Svcs, LLC is based in Craig, CO.
- How does Mountain West Ins & Fin Svcs, LLC rank among benefits brokers in Colorado?
- Mountain West Ins & Fin Svcs, LLC ranks #48 by employer clients among the 50 most active benefits brokers based in Colorado.
Source: Fundz verified event record.
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.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Ute Mountain Ute Tribe Governmental And Enterprise | CO | 824 | 2022-11-30 |
| The Lower Valley Hospital Association | CO | 596 | 2025-12-31 |
| Mountain West Insurance & Financial Services, LLC | CO | 259 | 2025-12-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 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.