Original filing (PDF)20251014153551NAL0003297521001

NEW WEST INSURANCE, LLC

Name: NEW WEST INSURANCE, LLC — NEW WEST, LLC 401(K) PLAN, Form 5500 (2024)
Creator: NEW WEST INSURANCE, LLC

Form 5500-SF

FILING_RECEIVED

NEW WEST, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$151K

Net assets (EOY)

$151K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NEW WEST INSURANCE, LLC.

Plan sponsor

Name

NEW WEST INSURANCE, LLC

EIN

95-4144045all filings

Address

515 N RIVER STREET, STE D · HAILEY, ID · 83333

Phone

(800) 222-0886

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

JEFFREY R PETERSON LLC

JEFFREY R PETERSON LLC PROFIT SHARING PLAN

$151K · 8 participants

AGENT BROKERAGE ALTERNATIVES, LLC

AGENT BROKERAGE ALTERNATIVES 401(K) PLAN

$151K · 3 participants

COMMERCIAL INSURANCE NORTHWEST LLC

JEDI MASTERS' RETIREMENT PLAN

$151K · 7 participants

PK FINANCIAL SERVICES LLC

PK FINANCIAL SERVICES 401(K) PLAN

$151K · 9 participants

KRAIG STREETMAN INSURANCE & FINANCIAL SE

KRAIG STREETMAN INSURANCE & FINANCIAL SE 401K

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.