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Sponsor portfolio

PANORAMA MORTGAGE GROUP, LLC

EIN 20-8083209-financial services-Latest filing 2024
Plans
2
Retirement
1
$8.7M assets
Welfare
1
$393K premiums
Participants
498
6111 S BUFFALO DR STE 240 - LAS VEGAS, NV 891132328702-425-3372panoramamortgagegroup.comLinkedIn501-1000 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$8.7M - 284 part#501Fully Insured-$393K - 214 lives

Benefits portfolio analytics

1 plan / $393K premiums / 214 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$333K
  • Dental$333K
  • Vision$333K
  • Life$23K
  • Other$23K
  • Long-term disability$19K
  • +1 more
Total $393K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY85%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA15%
Total $393K2 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • PANORAMA RISK & INSURANCE SOLUTIONS98%
  • PROFESSIONAL GROUP PLANS INC2%
Total $103K2 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

PANORAMA MORTGAGE GROUP, LLC 401(K) PLAN

401k

Assets$8.7M
Participants284
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PANORAMA MORTGAGE GROUP, LLC WELFARE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$393K
Covered lives214
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PANORAMA MORTGAGE GROUP, LLC 401(K) PLAN401k$8.7M2842024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PANORAMA MORTGAGE GROUP, LLC WELFARE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$393K2142024
Retirement plans
Welfare plans
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