Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$31K
- Life$8K
- Other$8K
Sponsor portfolio
US MORTGAGE CORPORATION
EIN 11-3198028financial servicesLatest filing 2025
Plans
2
Retirement
1
$7.5M assets
Welfare
1
$39K premiums
Participants
494
201 OLD COUNTRY ROAD - MELVILLE, NY 11747631-580-2600usmortgage.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $39K premiums / 164 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
71%top
- WORLD INSURANCE ASSOCIATES LLC71%
- CENTERSTONE INSURANCE AND FINANCIAL29%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
US MORTGAGE CORPORATION 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$7.5M
Participants330
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
US MORTGAGE CORPORATION LIFE INSURANCE PLAN
Fully Insured - LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK
Premiums$39K
Covered lives164
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | US MORTGAGE CORPORATION 401(K) PROFIT SHARING PLAN & TRUST | 401k | $7.5M | 330 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | US MORTGAGE CORPORATION LIFE INSURANCE PLAN | Fully Insured | LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK | $39K | 164 | 2025 |
Retirement plans
Welfare plans