Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$542K
- Dental$311K
- Vision$75K
- Life$61K
- Short-term disability$60K
- Other$51K
- +1 more
Sponsor portfolio
MORTGAGE CONNECT LP
EIN 26-1671848financial servicesLatest filing 2024
Plans
2
Retirement
1
$16.0M assets
Welfare
1
$1.1M premiums
Participants
2,066
600 CLUBHOUSE DRIVE - MOON TOWNSHIP, PA 15108866-789-1814mortgageconnectlp.comLinkedIn1001-5000 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.1M premiums / 1,949 covered livesCarrier market share
Premium dollars by Schedule A carrier
48%top
- HM LIFE INSURANCE COMPANY48%
- UNITED CONCORDIA INSURANCE COMPANY27%
- RELIANCE STANDARD LIFE INSURANCE COMPANY18%
- BLUE CROSS OF CALIFORNIA7%
Broker market share
Schedule A broker compensation
100%top
- THE COURY FIRM LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MORTGAGE CONNECT LP 401(K) PROFIT SHARING PLAN
401k
Assets$16.0M
Participants1,112
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MORTGAGE CONNECT, LP WELFARE BENEFIT PLAN
Mixed - HM LIFE INSURANCE COMPANY
Premiums$1.1M
Covered lives1,949
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MORTGAGE CONNECT LP 401(K) PROFIT SHARING PLAN | 401k | $16.0M | 1,112 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MORTGAGE CONNECT, LP WELFARE BENEFIT PLAN | Mixed | HM LIFE INSURANCE COMPANY | $1.1M | 1,949 | 2024 |
Retirement plans
Welfare plans