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Sponsor portfolio

PREMIUM MORTGAGE CORPORATION

EIN 16-1566654-banking-Latest filing 2025
Plans
3
Retirement
1
$15.3M assets
Welfare
2
$731K premiums
Participants
461
2541 MONROE AVENUE - ROCHESTER, NY 14618585-241-0000premiummortgage.comLinkedIn51-200 employeesbanking
Plans on this EIN
3 filings
#001401k-$15.3M - 233 part#501Fully Insured-$731K - 321 lives#510Self Funded-0 lives

Benefits portfolio analytics

2 plans / $731K premiums / 321 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$410K
  • Health$151K
  • Life$151K
  • Short-term disability$151K
  • Long-term disability$151K
  • Other$151K
  • +2 more
Total $731K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • HCC LIFE INSURANCE COMPANY56%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA21%
  • BLUE CROSS OF CALIFORNIA21%
  • EYEMED VISION CARE3%
Total $731K4 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • DIGITAL INSURANCE LLC87%
  • ENROLLEASE13%
Total $82K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PREMIUM MORTGAGE CORPORATION 401(K) PLAN

401k

Assets$15.3M
Participants233
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HEALTH AND WELFARE PLAN FOR THE EMPLOYEES OF PREMIUM MORTGAGE CORPORATION

Fully Insured - HCC LIFE INSURANCE COMPANY

Premiums$731K
Covered lives321
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

PREMIUM MORTGAGE CORPORATION HEALTH REIMBURSEMENT ACCOUNT

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PREMIUM MORTGAGE CORPORATION 401(K) PLAN401k$15.3M2332024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HEALTH AND WELFARE PLAN FOR THE EMPLOYEES OF PREMIUM MORTGAGE CORPORATIONFully InsuredHCC LIFE INSURANCE COMPANY$731K3212025
510PREMIUM MORTGAGE CORPORATION HEALTH REIMBURSEMENT ACCOUNTSelf Funded-$002024
Retirement plans
Welfare plans
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