PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. AFFORDABLE MORTGAGE ADVISORS, LLC DBA HMA MORTGAGE
Sponsor portfolio

AFFORDABLE MORTGAGE ADVISORS, LLC DBA HMA MORTGAGE

EIN 20-1830388-Latest filing 2025
Plans
2
Retirement
1
$3.5M assets
Welfare
1
$1.6M premiums
Participants
345
4640 CAMPBELLS RUN ROAD - PITTSBURGH, PA 15205412-921-5263
Plans on this EIN
2 filings
#001401k-$3.5M - 114 part#501Fully Insured-$1.6M - 280 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 280 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Prescription drug$1.4M
  • Life$134K
  • Short-term disability$134K
  • Long-term disability$134K
  • Other$134K
  • +2 more
Total $1.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • BLUE CROSS OF CALIFORNIA87%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY8%
  • UNITEDHEALTHCARE INSURANCE COMPANY4%
Total $1.6M3 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • GALLAGHER BENEFIT SERVICES, INC.91%
  • PAYCOR INC5%
  • HYLANT GROUP INC4%
Total $59K3 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

HOLLAND MORTGAGE ADVISOR, LLC 401K PLAN

401k

Assets$3.5M
Participants114
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AFFORDABLE MORTGAGE ADVISORS, LLC WELFARE BENEFIT PLAN

Fully Insured - HIGHMARK INC.

Premiums$1.6M
Covered lives280
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HOLLAND MORTGAGE ADVISOR, LLC 401K PLAN401k$3.5M1142024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AFFORDABLE MORTGAGE ADVISORS, LLC WELFARE BENEFIT PLANFully InsuredHIGHMARK INC.$1.6M2802025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica