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Sponsor portfolio

NATIONS DIRECT MORTGAGE, LLC

EIN 20-8544905-financial services-Latest filing 2025
Plans
2
Retirement
1
$11.6M assets
Welfare
1
$397K premiums
Participants
392
2475 VILLAGE VIEW DRIVE, SUITE 100 - HENDERSON, NV 89074949-270-7958myndm.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$11.6M - 241 part#501Fully Insured-$397K - 150 lives

Benefits portfolio analytics

1 plan / $397K premiums / 150 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$232K
  • Vision$232K
  • Life$232K
  • Short-term disability$232K
  • Long-term disability$232K
  • Other$232K
  • +2 more
Total $397K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA58%
  • KAISER FOUNDATION HEALTH PLAN INC42%
Total $397K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $29K1 slice

Plan deep-dives

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

NATIONS DIRECT MORTGAGE 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$11.6M
Participants241
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NATIONS DIRECT MORTGAGE HEALTH AND WELFARE PLAN

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$397K
Covered lives150
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NATIONS DIRECT MORTGAGE 401(K) PROFIT SHARING PLAN & TRUST401k$11.6M2412024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NATIONS DIRECT MORTGAGE HEALTH AND WELFARE PLANFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$397K1502025
Retirement plans
Welfare plans
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