Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.2M
- Dental$78K
- Vision$78K
- Other$30K
- Life$11K
Sponsor portfolio
MORTGAGE EQUITY PARTNERS, LLC
EIN 04-3545544financial servicesLatest filing 2025
Plans
2
Retirement
1
$10.4M assets
Welfare
1
$1.3M premiums
Participants
374
220 BROADWAY, SUITE 205 - LYNNFIELD, MA 019400000781-651-4220mortgageequitypartners.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.3M premiums / 140 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- HARVARD PILGRIM HEALTH CARE92%
- STARMOUNT LIFE INSURANCE COMPANY6%
- UNUM LIFE INSURANCE COMPANY OF AMERICA2%
Broker market share
Schedule A broker compensation
100%top
- DIGITAL INSURANCE LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MORTGAGE EQUITY PARTNERS RETIREMENT PLAN
401k
Assets$10.4M
Participants234
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MORTGAGE EQUITY PARTNERS, LLC HEALTH & WELFARE BENEFITS PLAN
Mixed - HARVARD PILGRIM HEALTH CARE
Premiums$1.3M
Covered lives140
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MORTGAGE EQUITY PARTNERS RETIREMENT PLAN | 401k | $10.4M | 234 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MORTGAGE EQUITY PARTNERS, LLC HEALTH & WELFARE BENEFITS PLAN | Mixed | HARVARD PILGRIM HEALTH CARE | $1.3M | 140 | 2025 |
Retirement plans
Welfare plans