Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$218K
- Vision$218K
- Life$218K
- Long-term disability$218K
Filings through .
Allied Mortgage Group, Inc.
EIN 23-2721546bankingLatest filing 2025
Plans
6
Retirement
1
$14.3M assets
Health & Benefits
5
$873K premiums
Participants
881
225 CITY AVENUE SUITE 102 - BALA CYNWYD, PA 19004610-660-4717alliedmg.comLinkedIn201-500 employeesbanking
Health & Benefits portfolio - carriers, brokers and premium across this company's 5 health and benefits plans.
Benefits portfolio analytics
5 plans / $873K premiums / 652 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
ALLIED MORTGAGE GROUP, INC. PROFIT SHARING PLAN
401(k)
Assets$14.3M
Participants224
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
ALLIED MORTGAGE GROUP, INC. DENTAL PLAN
Fully insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$218K
Covered lives163
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
ALLIED MORTGAGE GROUP, INC. VISION PLAN
Fully insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$218K
Covered lives163
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504
ALLIED MORTGAGE GROUP, INC. BASIC LIFE PLAN
Fully insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$218K
Covered lives163
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#506
ALLIED MORTGAGE GROUP, INC. BASIC LTD
Fully insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$218K
Covered lives163
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501
ALLIED MORTGAGE GROUP, INC MEDICAL PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | ALLIED MORTGAGE GROUP, INC. PROFIT SHARING PLAN | 401(k) | $14.3M | 224 | 2025 |
- #001 · 401(k) · 2025224
Health & Benefits plans
5 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | ALLIED MORTGAGE GROUP, INC. DENTAL PLAN | Fully insured | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $218K | 163 | 2025 |
| #503 | ALLIED MORTGAGE GROUP, INC. VISION PLAN | Fully insured | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $218K | 163 | 2025 |
| #504 | ALLIED MORTGAGE GROUP, INC. BASIC LIFE PLAN | Fully insured | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $218K | 163 | 2025 |
| #506 | ALLIED MORTGAGE GROUP, INC. BASIC LTD | Fully insured | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $218K | 163 | 2025 |
| #501 | ALLIED MORTGAGE GROUP, INC MEDICAL PLAN | Self-funded | - | $0 | 0 | 2025 |
- #502 · Fully insured · THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · 2025163
- #503 · Fully insured · THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · 2025163
- #504 · Fully insured · THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · 2025163
- #506 · Fully insured · THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · 2025163
- #501 · Self-funded · 20250
Retirement plans
Health & Benefits plans