Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$4.9M
- Health$4.7M
- Dental$4.7M
- Vision$4.7M
- Prescription drug$4.7M
- Life$147K
- +2 more
Sponsor portfolio
TOTAL MORTGAGE SERVICES, LLC
EIN 06-1484285financial servicesLatest filing 2025
Plans
2
Retirement
1
$16.0M assets
Welfare
1
$4.9M premiums
Participants
613
185 PLAINS ROAD, SUITE 300E - MILFORD, CT 06461203-876-2200totalmortgage.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.9M premiums / 379 covered livesCarrier market share
Premium dollars by Schedule A carrier
96%top
- UNITEDHEALTHCARE INSURANCE COMPANY96%
- UNUM LIFE INSURANCE COMPANY OF AMERICA4%
Broker market share
Schedule A broker compensation
82%top
- WILLIAM N. HUSIC82%
- LOCKTON COMPANIES, LLC18%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
TOTAL MORTGAGE SERVICES, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$16.0M
Participants480
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TOTAL MORTGAGE SERVICES, LLC EMPLOYEE BENEFITS PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$4.9M
Covered lives379
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | TOTAL MORTGAGE SERVICES, LLC 401(K) PROFIT SHARING PLAN | 401k | $16.0M | 480 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TOTAL MORTGAGE SERVICES, LLC EMPLOYEE BENEFITS PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $4.9M | 379 | 2025 |
Retirement plans
Welfare plans