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Sponsor portfolio

THRIVE MORTGAGE, LLC

EIN 20-0353048-Latest filing 2024
Plans
1
Retirement
0
Welfare
1
$698K premiums
Participants
0
4819 WILLIAMS DR - GEORGETOWN, TX 786332006512-930-7888
Plans on this EIN
1 filing
#504Fully Insured-$698K - 224 lives

Benefits portfolio analytics

1 plan / $698K premiums / 224 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$315K
  • Dental$280K
  • Vision$280K
  • Life$213K
  • Health$102K
  • Long-term disability$60K
  • +1 more
Total $698K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA60%
  • STARMOUNT LIFE INSURANCE COMPANY40%
Total $698K2 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • CHERRY CREEK BENEFITS100%
  • ASSUREX0%
Total $98K2 slices

Plan deep-dives

Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.
Welfare#504

THRIVE MORTGAGE, LLC HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - STARMOUNT LIFE INSURANCE COMPANY

Premiums$698K
Covered lives224
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504THRIVE MORTGAGE, LLC HEALTH AND WELFARE BENEFIT PLANFully InsuredSTARMOUNT LIFE INSURANCE COMPANY$698K2242024
Retirement plans
Welfare plans
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