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Sponsor portfolio

ALLIED MORTGAGE GROUP, INC.

EIN 23-2721546-banking-Latest filing 2025
Plans
6
Retirement
1
$13.2M assets
Welfare
5
$873K premiums
Participants
913
225 EAST CITY AVENUE, SUITE 102 - BALA CYNWYD, PA 19004610-660-4716alliedmg.comLinkedIn201-500 employeesbanking
Plans on this EIN
6 filings
#001401k-$13.2M - 256 part#502Fully Insured-$218K - 163 lives#503Fully Insured-$218K - 163 lives#504Fully Insured-$218K - 163 lives#506Fully Insured-$218K - 163 lives#501Self Funded-0 lives

Benefits portfolio analytics

5 plans / $873K premiums / 652 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$218K
  • Vision$218K
  • Life$218K
  • Long-term disability$218K
Total $873K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $873K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • THE FOLEY INSURANCE AGENCY, INC.100%
Total $100K1 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

ALLIED MORTGAGE GROUP, INC. PROFIT SHARING PLAN

401k

Assets$13.2M
Participants256
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ALLIED MORTGAGE GROUP, INC. DENTAL PLAN

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$218K
Covered lives163
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

ALLIED MORTGAGE GROUP, INC. VISION PLAN

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$218K
Covered lives163
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

ALLIED MORTGAGE GROUP, INC. BASIC LIFE PLAN

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$218K
Covered lives163
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

ALLIED MORTGAGE GROUP, INC. BASIC LTD

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$218K
Covered lives163
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

ALLIED MORTGAGE GROUP, INC MEDICAL PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ALLIED MORTGAGE GROUP, INC. PROFIT SHARING PLAN401k$13.2M2562024

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ALLIED MORTGAGE GROUP, INC. DENTAL PLANFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$218K1632025
503ALLIED MORTGAGE GROUP, INC. VISION PLANFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$218K1632025
504ALLIED MORTGAGE GROUP, INC. BASIC LIFE PLANFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$218K1632025
506ALLIED MORTGAGE GROUP, INC. BASIC LTDFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$218K1632025
501ALLIED MORTGAGE GROUP, INC MEDICAL PLANSelf Funded-$002025
Retirement plans
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